Key Takeaways Insulet's Q2 Omnipod revenues rose 23.8% at constant currency as global customer adoption expanded. Insulet raised 2026 international Omnipod constant-currency growth guidance to 30-32%. Competition, tariffs, supply constraints and manufacturing expansion could pressure margins. Insulet (PODD - Free Report) is well poised for growth in the upcoming quarters, owing to its strong momentum for the Omnipod 5 automated insulin delivery (“AID”) system for both Type 1 and Type 2 populations. The company is strongly executing against its long-term priorities to drive penetration, deepen competitive advantage, unlock new opportunities and scale profitably. However, macroeconomic pressures and intense competition could pose headwinds for Insulet’s operations.
In the past year, this Zacks Rank #3 (Hold) stock has lost 57.8% compared with the industry’s 27% decline. The S&P 500 composite grew 20% in the same time frame.
The developer, manufacturer and distributor of insulin delivery systems has a market capitalization of $16.21 billion. The company’s estimated long-term earnings growth rate of 22.2% is well ahead of the industry’s 12.5% rise. PODD’s earnings surpassed estimates in each of the trailing four quarters, delivering an average surprise of 13.6%.
Let us delve deeper.
Upsides for InsuletOmnipod 5 Expanding Global Adoption: Omnipod 5 remains differentiated as a fully disposable, tubeless AID system and continues to expand its installed base across U.S. and international markets. In the second quarter of 2026, total Omnipod revenues rose 23.8% at constant currency, including U.S. growth of 20.1% and international growth of 32.9%. Global new customer starts increased sequentially and year over year, producing the company’s second-highest quarter to date.
The global customer base increased 23% year over year. More than 95% of the U.S. customer base and over 70% of the international customer base were using Omnipod 5 in the second quarter. International adoption also broadened through the Spain launch, bringing Omnipod to 26 countries and Omnipod 5 to 20. Management raised 2026 international Omnipod constant-currency growth guidance to 30% to 32%, reflecting sustained first-half momentum and continued adoption across international markets.
Progress With Strategic Actions: Insulet is extending sensor connectivity and advancing next-generation systems to deepen the Omnipod platform over time. In the second quarter of 2026, the company launched its latest U.S. Omnipod 5 algorithm update, including a 100 mg/dL target glucose option, and expanded compatibility with Abbott’s FreeStyle Libre 3 Plus. Insulet continues to target a 2027 launch for Omnipod 6 and is progressing enrollment in the EVOLVE pivotal study for its fully closed-loop Type 2 system, with a 510(k) submission still planned for 2027.
Omnipod Discover is also gaining use, with more than 12,000 people with diabetes and over 1,600 health care professionals on the platform in the second quarter. These initiatives broaden the product roadmap and may support longer-term retention and access as the company scales beyond its current user base.
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What Ails PODD Stock?Competitive Pressure: Insulet competes against large, established diabetes device companies and newer entrants offering pumps, smart pens and other insulin delivery approaches. As AID adoption expands globally, management expects competition to increase, which can raise commercial spending requirements and heighten payer negotiations. If competitive intensity continues to rise, Insulet may need to sustain elevated commercial spending to support customer growth, which could limit operating leverage and margin expansion.
Economic Uncertainty and Supply Exposure: Insulet remains vulnerable to geopolitical, logistics and input-cost disruptions across its global manufacturing network. The company faces risks from potential tariff expansion, supply constraints and price fluctuations among sole-source and third-party suppliers. Insulet is also expanding manufacturing capacity, including a new Costa Rica facility, which adds execution risk as production scales. The longer-term risk is that higher input costs, trade changes or supply disruptions could absorb part of the productivity and scale benefits required to sustain annual margin expansion.
PODD Stock Estimate TrendThe Zacks Consensus Estimate for Insulet’s 2026 earnings per share has moved north 0.5% to $6.51 in the past 30 days.
The same for the company’s 2026 revenues is pegged at $3.28 billion, implying a 21.1% rise from the year-ago reported number.
Key PicksSome better-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Veracyte (VCYT - Free Report) and Illumina (ILMN - Free Report) .
Globus Medical has an earnings yield of 5.8% against the industry’s negative 1.7% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 27.9%. GMED’s shares have rallied 42.3% against the industry’s 6.3% decline over the past year.
GMED sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Veracyte, sporting a Zacks Rank #1 at present, has an earnings yield of 4.6% against the industry’s negative 1.7% yield. Shares of the company have risen 38% against the industry’s 6.3% decline. VCYT’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 41.8%.
Illumina, presently carrying a Zacks Rank #2 (Buy), has an estimated long-term earnings growth rate of 13% compared with the industry’s 23% rise. Its earnings beat estimates in each of the trailing four quarters, the average surprise being 9.7%. ILMN’s shares have rallied 194.6% compared with the industry’s 24.6% growth over the past year.
HCA Healthcare prudce snížila celoroční výhled zisku za rok 2026 po nepříznivé změně v mixu plátců, která ve čtvrtletí zasáhla tržby asi o 400 milionů USD.
NEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of HCA Healthcare, Inc. ("HCA" or the "Company") (NYSE: HCA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether HCA and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On July 14, 2026, HCA issued a press release reporting its preliminary financial and operating results for the second quarter of 2026. Among other items, HCA sharply lowered its full-2026 profit guidance, citing an unfavorable shift in the Company's payer mix, which impacted revenue by approximately $400 million in the quarter.
On this news, HCA's stock price fell $27.14 per share, or 6.95%, to close at $363.60 per share on July 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
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Nykredit A S purchased a new position in shares of Unum Group (NYSE:UNM – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 6,189 shares of the financial services provider’s stock, valued at approximately $553,000.
A number of other hedge funds have also recently made changes to their positions in the business. GWN Securities Inc. purchased a new position in shares of Unum Group in the second quarter worth about $708,000. Qsemble Capital Management LP boosted its holdings in Unum Group by 245.9% during the 4th quarter. Qsemble Capital Management LP now owns 106,742 shares of the financial services provider’s stock valued at $8,273,000 after acquiring an additional 75,885 shares during the period. GSA Capital Partners LLP bought a new position in Unum Group during the 4th quarter worth approximately $2,567,000. Swedbank AB increased its stake in Unum Group by 148.3% in the 4th quarter. Swedbank AB now owns 467,505 shares of the financial services provider’s stock worth $36,232,000 after purchasing an additional 279,233 shares during the period. Finally, Norges Bank purchased a new position in Unum Group in the 4th quarter worth approximately $1,108,919,000. 86.57% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets Several research analysts recently commented on the stock. Keefe, Bruyette & Woods decreased their target price on shares of Unum Group from $110.00 to $108.00 and set an “outperform” rating on the stock in a research note on Thursday, July 30th. Jefferies Financial Group increased their price target on shares of Unum Group from $117.00 to $123.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Evercore reissued an “outperform” rating and issued a $106.00 price target on shares of Unum Group in a report on Tuesday, July 7th. Weiss Ratings upgraded shares of Unum Group from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, July 28th. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Unum Group from $101.00 to $98.00 and set a “neutral” rating for the company in a research note on Monday, August 3rd. Eight analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $99.42.
Read Our Latest Analysis on Unum Group Unum Group Stock Performance NYSE:UNM opened at $95.89 on Tuesday. The company has a quick ratio of 0.34, a current ratio of 0.34 and a debt-to-equity ratio of 0.35. The firm’s fifty day simple moving average is $89.93 and its 200 day simple moving average is $83.25. The stock has a market cap of $15.18 billion, a P/E ratio of 22.35, a price-to-earnings-growth ratio of 1.01 and a beta of 0.27. Unum Group has a twelve month low of $69.02 and a twelve month high of $96.77.
Unum Group (NYSE:UNM – Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The financial services provider reported $2.16 EPS for the quarter, hitting the consensus estimate of $2.16. The business had revenue of $3.39 billion during the quarter, compared to analyst estimates of $2.90 billion. Unum Group had a net margin of 5.26% and a return on equity of 12.60%. The company’s revenue for the quarter was up .3% on a year-over-year basis. During the same period in the prior year, the business earned $1.92 EPS. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. As a group, research analysts predict that Unum Group will post 8.64 EPS for the current year.
Unum Group declared that its Board of Directors has initiated a stock repurchase program on Wednesday, August 26th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the financial services provider to buy up to 7% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board believes its shares are undervalued.
Unum Group Increases Dividend The business also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Friday, July 24th were issued a $0.505 dividend. This represents a $2.02 annualized dividend and a yield of 2.1%. This is a boost from Unum Group’s previous quarterly dividend of $0.46. The ex-dividend date was Friday, July 24th. Unum Group’s dividend payout ratio (DPR) is 47.09%.
Unum Group Profile (Free Report)
Unum Group (NYSE: UNM) is a leading provider of employee benefits in the United States and selected international markets, specializing in disability, life, accident and critical illness insurance. Through both fully insured and self-funded arrangements, the company offers group coverage designed to protect income and mitigate financial hardship for employees and their families. Its portfolio includes short-term and long-term disability plans, group life and accidental death & dismemberment (AD&D) policies, as well as critical illness and hospital indemnity products.
In addition to its core product lines, Unum Group markets voluntary benefits under its Colonial Life brand, allowing employees to purchase supplemental insurance such as accident, cancer, and dental coverage directly through payroll deductions.
Further Reading Five stocks we like better than Unum Group 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane Want to see what other hedge funds are holding UNM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Unum Group (NYSE:UNM – Free Report).
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Lennar (NYSE:LEN – Get Free Report) is expected to release its Q3 2026 results after the market closes on Wednesday, September 16th. Analysts expect Lennar to post earnings of $1.29 per share and revenue of $8.3069 billion for the quarter. Interested persons may visit the the company’s upcoming Q3 2026 earning results page for the latest details on the call scheduled for Thursday, September 17, 2026 at 11:00 AM ET.
Lennar (NYSE:LEN – Get Free Report) last released its quarterly earnings results on Thursday, June 11th. The construction company reported $1.31 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.07. Lennar had a net margin of 4.93% and a return on equity of 7.08%. The company had revenue of $7.94 billion for the quarter, compared to analyst estimates of $8.08 billion. During the same quarter last year, the firm posted $1.81 earnings per share. The company’s quarterly revenue was down 5.2% compared to the same quarter last year. On average, analysts expect Lennar to post $6 EPS for the current fiscal year and $6 EPS for the next fiscal year.
Lennar Price Performance Shares of Lennar stock opened at $80.56 on Wednesday. The company has a current ratio of 4.91, a quick ratio of 0.91 and a debt-to-equity ratio of 0.19. The firm has a fifty day simple moving average of $85.29 and a 200-day simple moving average of $90.27. The stock has a market capitalization of $19.41 billion, a price-to-earnings ratio of 12.61, a PEG ratio of 2.78 and a beta of 1.39. Lennar has a 1-year low of $79.82 and a 1-year high of $141.84.
Lennar Announces Dividend The company also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 2.5%. The ex-dividend date was Friday, July 10th. Lennar’s dividend payout ratio (DPR) is 31.30%. Wall Street Analysts Forecast Growth A number of equities research analysts have issued reports on the stock. UBS Group decreased their price target on shares of Lennar from $107.00 to $94.00 and set a “neutral” rating for the company in a report on Tuesday, June 16th. Evercore lifted their price objective on Lennar from $82.00 to $87.00 and gave the stock an “underperform” rating in a research note on Monday, June 15th. Argus set a $108.00 price objective on Lennar in a research report on Thursday, July 9th. Royal Bank Of Canada lowered their target price on Lennar from $88.00 to $85.00 and set an “underperform” rating on the stock in a report on Monday, June 15th. Finally, JPMorgan Chase & Co. dropped their price target on Lennar from $80.00 to $77.00 and set an “underweight” rating on the stock in a research report on Tuesday, June 16th. One equities research analyst has rated the stock with a Buy rating, seven have assigned a Hold rating and ten have issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Reduce” and an average target price of $92.13.
Get Our Latest Report on LEN
Institutional Investors Weigh In On Lennar Several hedge funds have recently made changes to their positions in LEN. DV Equities LLC bought a new position in Lennar during the fourth quarter valued at about $31,000. Quarry LP acquired a new stake in shares of Lennar during the 4th quarter worth approximately $41,000. IFC & Insurance Marketing Inc. acquired a new stake in shares of Lennar during the 4th quarter worth approximately $45,000. Cary Street Partners Financial LLC bought a new stake in shares of Lennar during the second quarter valued at approximately $47,000. Finally, EFG International AG acquired a new position in shares of Lennar in the fourth quarter valued at $62,000. Institutional investors own 81.10% of the company’s stock.
Lennar Company Profile (Get Free Report)
Lennar Corporation (NYSE: LEN) is a U.S.-based homebuilder and real estate company that designs, constructs and sells residential housing. The company offers a range of product types including single-family detached homes, townhomes and condominiums, serving buyers from entry-level and first-time purchasers to move-up, active-adult and luxury segments. Lennar also develops master-planned communities and manages land acquisition and entitlement activities that support its homebuilding operations.
In addition to home construction and sales, Lennar provides a suite of ancillary services intended to streamline the purchase process and capture additional value.
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Ameren oznámil stanovení ceny veřejné emise podřízených dluhopisů v objemu 900 milionů USD se splatností v roce 2057. Výnosy chce použít na obecné firemní účely včetně splacení krátkodobého dluhu.
, /PRNewswire/ -- Ameren Corporation (NYSE: AEE) announced today the pricing of a public offering of $900 million aggregate principal amount of junior subordinated notes due 2057 at 100.000% of their principal amount. The transaction is expected to close on September 18, 2026, subject to the satisfaction of customary closing conditions.
The junior subordinated notes will bear interest (i) from and including the date of original issuance to but excluding March 15, 2032, at an annual rate of 6.450% and (ii) from and including March 15, 2032, during each interest reset period at an annual rate equal to the Five-Year Treasury Rate (calculated as described in the prospectus supplement and prospectus relating to the junior subordinated notes) plus 1.868%; provided, that the interest rate during any interest reset period will not reset below 6.450% (which equals the initial interest rate on the junior subordinated notes).
Ameren intends to use the net proceeds of the offering for general corporate purposes, including to repay its short-term debt.
Barclays Capital Inc., BofA Securities, Inc., J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, MUFG Securities Americas Inc., Truist Securities, Inc., PNC Capital Markets LLC and Scotia Capital (USA) Inc. are acting as joint book-running managers for the offering.
The offering is being made only by means of a prospectus and related prospectus supplement. A prospectus supplement related to the offering will be filed with the Securities and Exchange Commission. Copies of the prospectus and related prospectus supplement for the offering, when available, may be obtained via the Securities and Exchange Commission's website at www.sec.gov or by contacting J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717 or by email at [email protected] and [email protected]. This press release does not constitute an offer to sell or a solicitation of an offer to buy the junior subordinated notes and shall not constitute an offer, solicitation or sale in any jurisdiction in which, or to any person to whom, such an offer, solicitation or sale is unlawful.
About Ameren
St. Louis-based Ameren Corporation powers the quality of life for 2.5 million electric customers and more than 900,000 natural gas customers in a 64,000-square-mile area through its Ameren Missouri and Ameren Illinois rate-regulated utility subsidiaries. Ameren Illinois provides electric transmission and distribution service and natural gas distribution service. Ameren Missouri provides electric generation, transmission and distribution service, as well as natural gas distribution service. Ameren Transmission Company of Illinois develops, owns and operates rate-regulated regional electric transmission projects in the Midcontinent Independent System Operator, Inc.
Public Employees Retirement System of Ohio purchased a new stake in Teleflex Incorporated (NYSE:TFX – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 12,584 shares of the medical technology company’s stock, valued at approximately $1,595,000.
Several other institutional investors have also recently made changes to their positions in TFX. Corient Private Wealth LP bought a new stake in Teleflex in the 2nd quarter valued at about $3,006,000. Bank of America Corp DE bought a new position in Teleflex in the second quarter worth approximately $61,156,000. Boone Capital Management LLC bought a new position in Teleflex in the second quarter worth approximately $49,105,000. Freestone Grove Partners LP acquired a new stake in Teleflex in the second quarter valued at approximately $9,070,000. Finally, Man Group plc acquired a new stake in Teleflex in the second quarter valued at approximately $1,686,000. Institutional investors and hedge funds own 95.62% of the company’s stock.
Analysts Set New Price Targets Several research firms have recently commented on TFX. Mizuho boosted their price objective on Teleflex from $140.00 to $145.00 and gave the company a “neutral” rating in a report on Wednesday, July 15th. Truist Financial increased their target price on Teleflex from $143.00 to $150.00 and gave the stock a “hold” rating in a report on Monday, August 10th. Wall Street Zen raised shares of Teleflex from a “sell” rating to a “hold” rating in a research report on Sunday, August 9th. UBS Group upped their price objective on shares of Teleflex from $145.00 to $158.00 and gave the stock a “neutral” rating in a report on Tuesday, August 11th. Finally, BMO Capital Markets began coverage on Teleflex in a report on Wednesday, July 8th. They set an “outperform” rating and a $159.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Teleflex currently has a consensus rating of “Hold” and an average price target of $152.90.
Read Our Latest Stock Report on TFX Teleflex Stock Performance NYSE TFX opened at $138.21 on Tuesday. Teleflex Incorporated has a 1 year low of $100.18 and a 1 year high of $145.00. The company has a debt-to-equity ratio of 0.94, a current ratio of 2.60 and a quick ratio of 2.12. The firm has a market cap of $5.86 billion, a price-to-earnings ratio of -5.93, a PEG ratio of 0.92 and a beta of 0.82. The company has a fifty day moving average price of $135.50 and a 200-day moving average price of $127.52.
Teleflex (NYSE:TFX – Get Free Report) last announced its earnings results on Thursday, August 6th. The medical technology company reported $1.76 EPS for the quarter, beating the consensus estimate of $1.28 by $0.48. Teleflex had a negative net margin of 39.67% and a positive return on equity of 11.93%. The company had revenue of $570.33 million during the quarter, compared to the consensus estimate of $559.59 million. During the same quarter in the prior year, the company posted $3.73 earnings per share. The firm’s revenue for the quarter was up 28.9% on a year-over-year basis. Teleflex has set its FY 2026 guidance at 6.900-7.200 EPS. As a group, equities research analysts predict that Teleflex Incorporated will post 7.26 EPS for the current fiscal year.
Teleflex Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Friday, August 14th will be given a dividend of $0.34 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.36 annualized dividend and a dividend yield of 1.0%. Teleflex’s dividend payout ratio (DPR) is currently -5.84%.
Teleflex Company Profile (Free Report)
Teleflex Incorporated is a diversified global provider of medical technologies, specializing in critical care and surgery. Headquartered in Wayne, Pennsylvania, the company designs, manufactures and distributes devices and solutions used by healthcare professionals in hospital, ambulatory and alternate site settings. Teleflex focuses on delivering products that support complex interventional procedures and improve patient outcomes.
The company’s offerings span several key segments, including Interventional Urology, Respiratory & Anesthesia, Surgical, Cardiac Care, Vascular and Original Equipment Manufacturer (OEM) solutions.
Further Reading Five stocks we like better than Teleflex 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane
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Největší AI kontrakt Constellation Energy s Meta Platforms začne platit až v červnu 2027, takže letošní výsledky z něj ještě nic nemají. Firma přesto ve 2. čtvrtletí zvýšila upravený provozní zisk na 2,55 USD na akcii.
In June of last year, Meta Platforms (META -0.53%) agreed to buy the clean energy attributes of Constellation Energy's (CEG +0.03%) Clinton Clean Energy Center in Illinois for 20 years. The agreement covers 1,121 megawatts of nuclear generation -- more output than Constellation has committed to any other artificial intelligence (AI) buyer. The next-biggest is the roughly 835-megawatt agreement that is restarting a Three Mile Island unit for Microsoft.
But the Meta contract doesn't commence until June 2027, nine months from now. And it means the results Constellation is reporting today, including the guidance it raised with last month's second-quarter report, don't include a dollar from the company's biggest AI agreement.
For investors who own the stock as a way to play AI's power demand, I think the calendar is worth getting straight. Shares go for about $299 as of this writing. Their high over the past year was $412.70. The growth the market is paying for arrives on a schedule.
Image source: Getty Images.
What exactly did Meta buy?The social media company is purchasing Clinton's clean energy attributes for two decades as part of its commitment to match 100% of its electricity use with clean and renewable energy. The plant's power itself keeps flowing onto the local grid.
The agreement also supported relicensing the facility, and regulators granted the renewal in December 2025, clearing Clinton to run through 2047. And plant upgrades will add 30 megawatts of output along the way.
The June 2027 start date isn't arbitrary. Clinton is supported today by Illinois's ratepayer-funded zero-emission credit program, and the Meta agreement begins when that program expires.
In other words, the plant is being paid right now. The deal changes who pays for Clinton's clean energy attributes, not whether anyone does.
More start dates aheadThe Meta contract is one item in a queue. Constellation's 20-year agreement with Microsoft begins when the Crane Clean Energy Center, the former Three Mile Island unit, comes back online.
Regulators have approved transferring interconnection rights to the site from two Pennsylvania fossil-fuel units Constellation had planned to retire, along with a fuel license amendment -- progress the company said moves the plant closer to restarting in 2027.
Constellation's second-quarter update also disclosed 920 megawatts of new long-term contracts to sell nuclear power, signed with investment-grade customers on 15-to-20-year terms with start dates from 2029 through 2032. Among them is a 176-megawatt deal with Walmart that will support a 30-megawatt capacity expansion at Constellation's Dresden plant in Illinois.
So the contracted demand arrives in stages -- Meta in June 2027, the Crane restart the same year, and the newest agreements from 2029 on. Not one of them adds anything to this year's results.
This year's growth doesn't need MetaThe queue matters because Constellation's earnings are climbing without it.
Constellation's non-GAAP (adjusted) operating earnings rose to $2.55 per share in the second quarter of 2026, about 34% higher than the $1.91 it earned a year earlier. The company credited the addition of Calpine, the natural gas and geothermal generator it acquired in January, along with favorable market and portfolio conditions, partially offset by nuclear outages. Constellation also lifted its guidance for the full year and now expects adjusted operating earnings of $11.50 to $12.50 per share in 2026. Showing how much growth is arriving before any AI contract kicks in, the midpoint of that range sits about 28% above the $9.39 per share the company earned last year.
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In short, the earnings the stock is priced against are moving higher on their own, with the contracted nuclear deals stacked on top starting in the middle of next year.
Shares trade at about 25 times earnings, measured against the midpoint of Constellation's 2026 guidance. It's a premium price for a power producer, but I'd argue it's attached to unusually visible growth: the customers are signed and the start dates are on paper.
Of course, contracted isn't the same as guaranteed. The plants have to run, the Crane restart could slip, and a 20-year agreement can't pull its start date forward.
But growth backed by signed contracts is arguably easier to count on than growth that depends on demand that may never show up. Constellation's biggest AI deal starts paying next June. Until then, the earnings carrying the stock don't need it.
Akcie Dyne Therapeutics a Sarepta prudce klesly poté, co léčba Novartisu pro svalové onemocnění v klinické studii selhala. Dyne spadla téměř o 18 %, Sarepta o více než 9 %.
Shares of Dyne Therapeutics (DYN.O) and Sarepta (SRPT.O) slumped on Tuesday after Novartis' (NOVN.S) treatment for a muscle-wasting disorder failed in a trial, fueling investor concerns about the prospects of similar therapies for the tough-to-treat rare disease.
Dyne's stock led declines among companies developing a treatment for myotonic dystrophy type 1, tumbling nearly 18%. Shares of Sarepta and PepGen (PEPG.O) fell more than 9% and 5%, respectively. Novartis' shares closed 10.9% lower on the Swiss exchange on Tuesday.
The genetic disorder, which causes progressive muscle weakness and delayed muscle relaxation known as myotonia, has no approved treatments. Drug development for it has been challenging, with several companies, including Biogen (BIIB.O), abandoning or shelving their programs over the past decade.
"This definitely increases the risk for the space, and it's a disappointment, a $12 billion disappointment," Oppenheimer analyst Kostas Biliouris said.
Novartis acquired the drug through its $12-billion acquisition of Avidity.
The failure was particularly concerning for Dyne as its trial, like Novartis', uses video hand opening time - how quickly a patient's hand relaxes after squeezing - as a key trial goal for its candidate, DYNE-101.
"The (Novartis) failure makes Dyne's own trial much more risky," Cantor Fitzgerald analyst Eric Schmidt said.
Novartis said late-stage trial data showed its drug, del-desiran, failed to show a statistically significant improvement over placebo on video hand opening time.
The Swiss company did not disclose numerical results, saying that it is evaluating the full dataset and will engage with health authorities to determine the most appropriate development path for the drug.
"The big question is whether it's an endpoint miss or... whether mechanism has completely failed or not," said H.C. Wainwright analyst Ananda Ghosh.
Dyne plans to present additional one-year data at conferences this month.
Sarepta is evaluating an investigational small interfering RNA therapy called SRP-1003 in early stage trial for type 1 myotonic dystrophy.
Constellation Brands oznámila předčasné úplné splacení všech nesplacených Senior Notes s kupónem 4,350 % splatných v roce 2027. K 8. září 2026 činil objem dluhu 600,0 milionu USD.
ROCHESTER, N.Y., Sept. 08, 2026 (GLOBE NEWSWIRE) -- Constellation Brands (NYSE: STZ), a leading U.S.-based total beverage alcohol company, announced today that it has given notice for full redemption prior to maturity of all of its outstanding 4.350% Senior Notes due 2027 (CUSIP Number: 21036P BK3) to be effected on September 18, 2026. As of September 8, 2026, there were $600.0 million in aggregate principal amount of the notes outstanding.
The redemption price for the notes, payable in cash, will be calculated pursuant to the formula set forth in the supplemental indenture relating to the notes.
This press release shall not constitute a notice of redemption of the notes. Information concerning the terms and conditions of the redemption of the notes is described in the notice distributed to holders of the notes by the trustee under the indenture and the applicable supplemental indenture governing the notes.
ABOUT CONSTELLATION BRANDS
Constellation Brands, a U.S.-based company, is an international producer and marketer of beer, wine, and spirits with operations in the U.S., Mexico, New Zealand, and Italy. Constellation’s brand portfolio includes Modelo Especial, Corona Extra, Modelo Cheladas, Pacifico, Victoria, The Prisoner Wine Company, Robert Mondavi Winery, Kim Crawford, Schrader Cellars, Lingua Franca, Mi CAMPO Tequila, and High West Whiskey.
FORWARD-LOOKING STATEMENTS
This news release contains forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Statements which are not historical facts and relate to future plans, events, or performance, including statements regarding the redemption date and price, are forward-looking statements that are based upon management’s current expectations and are subject to risks and uncertainties. The forward-looking statements should not be construed in any manner as a guarantee that such events or results will in fact occur or will occur on the timetable contemplated hereby. All forward-looking statements speak only as of the date of this news release and Constellation undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. Detailed information regarding risk factors with respect to the company and the offering are included in the company’s filings with the SEC, including the prospectus and prospectus supplement for the offering.
A downloadable PDF copy of this news release can be found here:
http://ml.globenewswire.com/Resource/Download/195be18e-bfed-4296-bbbf-f7f5f6e73cd5
Post Holdings získává podíl na trhu v prémiových cereáliích, i když objemy v kategorii dál klesají. Firma čeká, že tlak na objemy potrvá i ve fiskálním roce 2027, kdy kategorie podle odhadu klesne asi o 2,5 %.
Key Takeaways POST's premium cereal portfolio is gaining market share despite continued category volume declines.Assortment changes are improving promotional efficiency and accounted for half the gap versus the category.POST expects cereal volumes to remain pressured as the category expects an approximately 2.5% decline in 2027. Post Holdings, Inc. (POST - Free Report) continues to navigate pressure in the cereal category, where volume trends remain soft amid category declines and distribution challenges in parts of its value cereal portfolio. At the same time, management is seeing encouraging signs in its premium cereal offerings, which are gaining market share, while broader category trends have been improving gradually.
The company’s premium portfolio is gaining market share, while management expects cereal volume performance to move closer to the category next year. Management tied part of the current gap with the category to assortment changes designed to improve promotional performance and efficiency. The assortment adjustments accounted for 1 percentage point of the gap versus the category, representing 50% of the gap. The remaining difference is tied to distribution losses in the Malt-O-Meal brand, particularly among lower-velocity SKUs, while the rest of the portfolio is performing well.
Despite continued pressure in the cereal category, Post Holdings highlighted that the category has been improving gradually quarter after quarter and is moving closer to its view of the category’s long-term sustainable trend of approximately negative 1% to negative 2%. The category has not yet reached that level, but management said that it is gradually getting closer. In addition, cereal could benefit from affordability trends, given that it remains one of the cheapest breakfast categories. It also provides a low-cost way to deliver the right nutrients in a breakfast, which management believes could make cereal a longer-term opportunity.
Looking ahead, management expects cereal to remain under volume pressure, with an initial assumption of approximately 2.5% cereal category decline in fiscal 2027, while noting that the exact outcome remains uncertain. However, management expects POST’s cereal volumes to move closer to category performance next year, while cereal’s affordability could provide a longer-term category opportunity.
The Zacks Rundown for POSTThe company’s shares have lost 7.5% in the past three months against the industry’s 6% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, POST trades at a forward price-to-earnings ratio of 12.40, lower than the industry’s average of 14.74. POST currently carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for POST’s current fiscal year earnings implies a year-over-year increase of 4.6%, and the same for next fiscal year earnings implies a decline of 10.3%.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
The Chef’s Warehouse, Inc. (CHEF - Free Report) distributes specialty food and center-of-the-plate products in the United States, the Middle East, and Canada. CHEF currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for CHEF’s current fiscal-year sales and earnings indicates growth of 10.6% and 33.7%, respectively, from the year-ago reported figures. CHEF delivered a trailing four-quarter earnings surprise of 30.4%, on average.
Darling Ingredients Inc. (DAR - Free Report) develops, produces, and sells sustainable natural ingredients from edible and inedible bio-nutrients in North America, Europe, China, South America, and internationally. DAR currently carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for DAR’s current fiscal-year sales and earnings implies growth of 11.5% and 926.5%, respectively, from the year-ago actuals. DAR delivered a trailing four-quarter negative earnings surprise of 38.9%, on average.
Utz Brands, Inc. (UTZ - Free Report) , together with its subsidiaries, markets, sells and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. UTZ currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for UTZ’s current fiscal-year sales implies growth of 3.7%, and the same for earnings implies a decline of 2.4% from the year-ago actuals. UTZ delivered a trailing four-quarter earnings surprise of 1.8%, on average.
American Eagle vyhlíží výsledky za 2. čtvrtletí; analytici čekají tržby 1,37 miliardy USD a zisk 22 centů na akcii. Pomoci mohou spolupráce se Sydney Sweeney, Ella Langley a kolekcí „Off Campus“.
Apparel retailer American Eagle Outfitters Inc (NYSE:AEO) wants to show a rebound in financials to get shares back to 2026 highs. The company will report second-quarter financial results Wednesday after market close.
Here are the earnings estimates, analyst ratings and key items to watch.
• How is AEO stock doing today?
American Eagle Q2 Earnings EstimatesAnalysts expect American Eagle to report second-quarter revenue of $1.37 billion, up from $1.28 billion in last year’s second quarter, according to data from Benzinga Pro.
The company has beaten analyst estimates for revenue in four straight quarters and in six of the past 10 quarters overall.
Analysts expect American Eagle to report second-quarter earnings of 22 cents per share, down from 45 cents per share in last year’s second quarter.
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The company has beaten analyst estimates for earnings per share in four straight quarters and in eight of the past 10 quarters.
American Eagle Analyst RatingsHere are some of the most recent analyst ratings on American Eagle stock and their price targets.
JPMorgan: Maintained Neutral rating, raised price target from $19 to $21
Bank of America Securities: Reiterates Underperform rating with a price target of $16
Key Items to WatchIt’s been a mixed year for American Eagle, which is one of the key players in teen and young adult apparel. The stock hit new five-year highs back in December with a key rally, as well as a rally in April 2026.
Some of the reason for the rally was a new advertising campaign with actress Sydney Sweeney. A partnership with Sweeney continues with new merchandise launched in April that could contribute to second-quarter strength, with the quarter beginning on May 3.
Also likely being a factor in the second quarter is American Eagle’s partnership with country superstar Ella Langley. The country star partnered with American Eagle for spring and summer collections.
Langley set records this year with her new album and single "Choosin’ Texas," which spent 20 straight non-holiday weeks at number one on the Billboard Hot 100.
Also potentially helping American Eagle in the quarter is the retailer’s merchandise for "Off Campus," a hit series on Amazon.com Inc (NASDAQ:AMZN) streaming platform Prime Video. The series had the third-largest debut on the platform ever and holds some of the strongest ratings in the 18-34 demographic, which is also a key for the retailer.
Investors looking towards American Eagle’s potential summer earnings strength may want to take a look at the recent results from Abercrombie & Fitch Co. (NYSE:ANF), a peer in the teen and young adult apparel retail sector.
The retailer’s second quarter, which included the months of June, July and August, saw revenue and earnings per share that beat analyst estimates. The company also raised its full-year outlook after the quarterly results.
That report may signal strength for the sector and put pressure on American Eagle to report a strong quarterly result and raise guidance.
American Eagle shares fell after the last quarterly results. The company posted a double beat in the first quarter, but higher inventory and a comp decline for the American Eagle brand sent shares lower.
American Eagle Stock Price ActionAmerican Eagle stock is down 1.24% to $17.18 on Tuesday versus a 52-week trading range of $14.06 to $28.46. American Eagle shares are down 35.1% year-to-date in 2026 and down around 40% from their 52-week high.
, /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, today announced plans to invest $35 million in its global manufacturing infrastructure through the construction of a new ion implantation equipment manufacturing facility in Pyeongtaek, Gyeonggi Province, Korea.
Robert Mahoney, Axcelis’ EVP of Global Operations, with Kim Jeong-kwan, Minister of Trade, Industry and Energy, at the recent U.S. Investment Filing Ceremony and Roundtable event held in Washington, D.C. President and CEO Russell Low commented, "This investment reflects Axcelis' continued commitment to strengthening our global high volume manufacturing infrastructure and expanding the capabilities needed to serve our customers around the world. Ion implanters are among the most important tools in front-end semiconductor manufacturing. Building on our established presence in Korea, the new Pyeongtaek facility will enhance our ability to support growing global demand for semiconductors."
The Pyeongtaek site will encompass approximately 200,000 square feet of total gross floor area. The manufacturing center's design will provide a lean production environment that encompasses nearly 50 years of semiconductor capital equipment experience. The Pyeongtaek facility will integrate warehousing, Class 1,000 and Class 10,000 cleanrooms, and a training center, to enable fast and flexible responses to our customers' needs.
As part of this global manufacturing expansion, Robert Mahoney, Executive Vice President, Global Operations, participated in an Investment Declaration Ceremony in Washington, D.C., with representatives from the Ministry of Trade, Industry and Resources (MOTIR) and the Korea Trade-Investment Promotion Agency (KOTRA) last week. A groundbreaking ceremony will follow on October 20, 2026. Production at the new manufacturing facility is scheduled to commence in the second half of 2028.
About Axcelis
Axcelis (Nasdaq: ACLS), headquartered in Beverly, Mass., has been providing innovative, high-productivity solutions for the semiconductor industry for nearly 50 years. Axcelis is dedicated to developing enabling process applications through the design, manufacture and complete life cycle support of ion implantation systems, one of the most critical and enabling steps in the IC manufacturing process. Learn more about Axcelis at www.axcelis.com.
Safe Harbor Statement:
Statements made in this press release that are not of known historical fact are forward-looking statements and are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectations and should be viewed with caution. They are subject to various risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements, including the risks and uncertainties that are described in the documents filed or furnished by us with the Securities and Exchange Commission ("SEC"), including specifically the risk factors described in our most recent Annual Report on Form 10-K and other subsequent filings with the SEC. The Company undertakes no obligation to update the information or statements made in this press release.
CONTACTS:
Investor Relations Contact:
David Ryzhik
Senior Vice President and Interim CFO
Telephone: (978) 787-2352
Email: [email protected]
Super Micro Computer oznámil non-GAAP hrubou marži 17,6 %, ale vedení čeká v dalším čtvrtletí jen 10,4 % až 10,8 %. Firma uvedla, že část zlepšení byla jednorázová a zpožděné kontrakty posunuly nižší marže do dalšího období.
Supermicro's gross margin just shattered expectations, sending shares surging, but management quietly buried a number in the earnings call that changes everything investors think they just bought.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) closed most recently at $39.59, up 25.8% over one month and 27.9% year to date, yet still 1.1% lower over the trailing year. The rally traces to a fiscal fourth-quarter 2026 report in which non-GAAP gross margin blew past guidance. Did investors buy a structural margin reset or a one-quarter timing artifact? As it turns out, management answered that question on the earnings call.
What the Market Thinks It Bought The bull case is genuine. Non-GAAP EPS came in at $1.70 against a $0.9575 estimate, revenue grew 93.16% year over year, and CEO Charles Liang cited “more than $60 billion in new orders, and booked record backlog entering fiscal 2027.” Full fiscal 2027 revenue guidance is $65.0 billion to $72.0 billion. Some of last week’s strength was sector-driven; TradingView, on September 4, 2026, headlined the story “Supermicro’s Revenue Boom Just Ran Into a Profit Test.”
What the Margin Number Actually Was Reported non-GAAP gross margin was 17.6% versus guidance of 8.2% to 8.4%, a 750 basis point sequential jump. CFO David Weigand said favorable mix “contributed approximately 75% of the gross margin improvement,” with the remainder attributable to lower tariff costs and lower inventory reserves, which he called a “non-recurring event.” The mix itself was inflated by “the deferral of several contracts from Q4 fiscal year 26 to Q1 fiscal year 27.” Lower-margin revenue slipping out lifts the percentage without improving the business. Liang said, “This margin expansion mainly came from our strategy focused on balancing customer mix and product mix while having a one-time positive contribution for the quarter.” Revenue landed near the low end of the $11 billion to $12.5 billion range on customer readiness delays. Miss on top line, beat on margin, same cause.
Guidance Nobody Talked About Management guided current-quarter non-GAAP gross margin to 10.4% to 10.8%, well below the reported 17.6%. A quiet period begins at the close of business on Friday, September 11, 2026, so this number stands.
Parts of the Bull Case That Survive Customer diversification is genuine. David Weigand noted nine customers with revenues greater than $1 billion each in fiscal year 2026, versus four in fiscal year 2025. Full-year revenue reached $39.06 billion (+77.8% year over year). (That kind of concentration in AI server buildouts is why we keep pointing readers to the power, cooling, and networking suppliers behind the data centers in a free report.)
Offsetting this is that fiscal 2026 operating cash flow was negative $6.81 billion, closing inventory rose to $12.9 billion, and the cash conversion cycle (days between paying suppliers and collecting from customers) lengthened materially. A company can grow revenue while consuming cash when it prepays inventory faster than customers pay invoices.
Dilution Nobody Prices Supermicro raised $5.6 billion in public equity, including $4.2 billion in mandatory convertible preferred (shares that automatically convert to common). The guided non-GAAP diluted share count is 761 million. David Weigand said EPS is now computed using the two-class method, allocating a portion of net income to participating convertible preferred shares.
What Has to Go Right Gross margin must hold against the new 10.4% to 10.8% guidance. The deferred contracts must land without dragging margin lower when they do. The $65.0 billion to $72.0 billion revenue range must survive a quarter of contact, and growth must start generating operating cash. This thesis will be disproved by any quarter in which revenue grows and gross margin lands at or below the full prior-year level, or any walk-back of the forward revenue range.
Committed View The market bought a margin figure that management, in its own words and its own next-quarter guide, has already told investors will not repeat. Though the growth story is intact and the order book is a genuine asset, the profitability step-up appears transitory.
Contact [email protected] for any questions or corrections.
Super Micro Computer oznámila, že tržby ve fiskálním roce 2026 téměř zdvojnásobila na 39,1 miliardy USD a backlog dosáhl rekordní úrovně. Pro fiskální rok 2027 čeká tržby 65–72 miliard USD.
Key Takeaways SMCI's fiscal 2026 revenue nearly doubled to $39.1 billion, while backlog reached record levels.SMCI expects fiscal 2027 sales of $65-$72 billion, driven by AI infrastructure demand and record backlog. SMCI trades at lower forward P/E, P/S and P/B multiples than its industry and the S&P 500 Index. Super Micro Computer Inc. (SMCI - Free Report) designs, develops and manufactures server and storage systems optimized for artificial intelligence (AI)-powered data centers, cloud computing and edge computing workloads. The company’s solutions are based on its Server Building Block Solutions architecture.
SMCI’s fiscal 2026 revenues nearly doubled to $39.1 billion, while the company generated more than $60 billion in new orders during the fourth quarter, taking the backlog to record levels entering fiscal 2027.
The AI solutions represented about 60% of SMCI’s fourth-quarter fiscal 2026 revenues because several large projects shifted timing, but management expects AI-related solutions to exceed 80% of revenue going forward based on backlog.
The chart below shows the price performance of SMCI year-to-date.
Image Source: Zacks Investment Research
Modular Design AdvantageSMCI’s Building Block architecture remains central to its product-development model. This approach allows common server, storage, networking, power and cooling components to be reused across many system configurations. That can shorten design cycles when new CPUs and GPUs become available and supports customer-specific configurations without rebuilding the entire platform.
Management is also using factory automation, design optimization and standardized building blocks to raise manufacturing yields and streamline logistics. This combination of modular engineering and broad silicon support helps Super Micro Computer respond to shorter hardware cycles. It also supports the company’s strategy of offering application-optimized systems across enterprise, cloud, AI and edge workloads.
Transformation Toward a Complete AI Infra ProviderSuper Micro Computer is moving beyond stand-alone servers toward complete Data Center Building Block Solutions (DCBBS). This strategy integrates GPU and CPU servers, enterprise storage, direct liquid cooling, power infrastructure, high-speed switches, networking, data-center management software and lifecycle services.
SMCI said the model is intended to reduce customer time-to-deployment and time-to-online by providing a more integrated data-center build. The company is also expanding software tools such as SuperCloud Composer, Super Micro Data Center Manager and Super Micro Orchestration Manager, while adding proactive service capabilities. Management expects more software features and service products to come online early in fiscal 2027, extending the DCBBS strategy beyond hardware integration.
Liquid Cooling LeadershipRising rack density is increasing the importance of advanced cooling in AI data centers, and Super Micro Computer continues to expand direct liquid-cooling capabilities. SMCI is producing liquid-cooled rack-scale systems for current AI platforms and said most of its DLC production lines support dense 250kW-class racks.
Liquid cooling is integrated into the broader DCBBS portfolio alongside chilled doors, cooling distribution units and other infrastructure. This capability gives SMCI a broader role in high-density deployments as customers move from server purchases toward complete rack-scale systems.
Robust Clientele Some of the largest customers of SMCI include NVIDIA Corp. (NVDA - Free Report) , Advanced Micro Devices Inc. (AMD - Free Report) and Intel Corp. (INTC - Free Report) . The company is a big beneficiary of the booming AI-empowered hardware market.
In fourth-quarter fiscal 2026, the company shipped volume products across NVDA’s GB300 NVL72, HGX B300, B200 NVL4 and RTX 6000 Pro lines. SMCI is also preparing systems based on NVIDIA Vera Rubin and Vera CPU platforms.
Super Micro Computer launched AMD’s Helios product line and MI450 Total Solution while continuing to support MI350 and MI355X systems. Intel Xeon 6+ platforms are shipping in volume, and the company is developing systems for Arm-based AGI processors.
Strong GuidanceFor the first quarter of fiscal 2027, Super Micro Computer expects net sales of $14.5-$15.5 billion, with non-GAAP adjusted earnings of $1.01-$1.10 per share. SMCI expects first-quarter fiscal 2027 non-GAAP gross margin to be between 10.4% and 10.8%, significantly below the unusually strong fourth-quarter level as customer and product mix normalizes.
For full-year fiscal 2027, SMCI expects net sales of $65-$72 billion compared with $39.1 billion in fiscal 2026. The outlook reflects continued AI infrastructure demand, record backlog and increasing contributions from enterprise, sovereign AI, NeoCloud and agentic AI opportunities.
Solid Estimate RevisionsSuper Micro Computer has an expected revenue and earnings growth rate of 71.8% and 22%, respectively, for the current year (ending June 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 30.3% over the last 30 days.
SMCI has an expected revenue and earnings growth rate of 19.6% and 18.7%, respectively, for the next year. The Zacks Consensus Estimate for next year’s earnings has improved 42.2% over the last 30 days.
Image Source: Zacks Investment Research
Attractive Valuation Super Micro Computer is currently trading at an attractive valuation compared to its peers. The stock has a forward price/earnings (P/E) of 8.94X, compared with the industry’s P/E of 10.36X and the S&P 500’s P/E of 18.52X. It has a price/sale (P/S) of 0.67X, compared with the industry’s P/S of 5.32X and the S&P 500’s P/S of 3.09X. SMCI has a price/book (P/B) of 2.32X, significantly lower than the industry’s P/B of 16.38X and the S&P 500’s P/B of 3.71X.
Investment ThesisSMCI currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. The stock price has surged 35% year to date. Yet, SMCI is currently trading at a 32.6% discount to its 52-week high price level.
Image Source: Zacks Investment Research
Super Micro Computer remains positioned to benefit from expanding AI infrastructure demand, supported by rapid adoption of new GPU platforms, its modular Building Block architecture, liquid-cooling expertise and a broader DCBBS offering. SMCI’s strong customer partnership combined with record backlog, rising shipments and expanding product portfolio, positions the company to benefit in the long term.
Shortaři míří na Super Micro Computer, CoreWeave a IREN kvůli obavám z marží, cash flow a vysokých kapitálových výdajů. IREN má nejvyšší podíl shortů z této trojice.
The AI infrastructure space features many companies that are growing at a dramatic clip. However, growth alone is often not enough to satisfy many investors. Some of the fastest-growing names in this space also have among the most investors betting against them.
Three AI companies stick out, with investors selling short a huge percentage of their public floats, indicating significant pessimism among many market participants. However, these companies also have avenues to potentially prove short sellers wrong as they look to improve profitability metrics.
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Super Micro Computer: Data Center Building Blocks Solution Aims to Improve Margin ProfileSuper Micro Computer Today
SMCI
Super Micro Computer
$40.26 +0.67 (+1.69%)
As of 09/8/2026 04:00 PM Eastern
$19.48▼
$58.7812.58
$42.13
First up is AI server giant Super Micro Computer NASDAQ: SMCI. Investors have sold approximately 18% of its floated shares short, making Super Micro one of the most-shorted stocks in the market.
There are multiple reasons that investors may be betting on this name to fall. First off, shares are up over 30% in one month, creating more downside potential that shorts can profit from. Additionally, the company’s growth is rapid, but its profitability profile is a real concern. Analysts expect sales to grow by nearly 200% year-over-year (YOY) next quarter to almost $15 billion, but forecast a gross margin below 11%. This very low margin makes it difficult for the company to convert much of its sales into earnings.
However, one key offering that could potentially help Super Micro improve its profitability over time is its data center building blocks solution (DCBBS). Super Micro describes DCBBS as a turnkey ecosystem that allows customers to build AI data centers in quarters rather than years. This comes as it integrates a wide variety of key data center components, from processors to networking to cooling systems and software.
With this, it will be important to monitor mentions of DCBBS’s revenue contribution and DCBBS deal signings. Notably, the company says that the platform will soon contribute significant net income, another factor to watch.
CoreWeave Adds Record Active Power, But Profits Are Under PressureCoreWeave Today
$99.83 +10.47 (+11.72%)
As of 09/8/2026 04:00 PM Eastern
$60.55▼
$153.20$141.90
CoreWeave NASDAQ: CRWV also finds itself among the list of AI stocks with very high short interest. Investors have sold nearly 17% of the company’s floated shares short. Not unlike Super Micro, the company is posting blistering growth but has profitability issues.
Sales increased by 112.5% YOY last quarter to $2.575 billion, but earnings moved in the opposite direction. The company’s loss per share greatly increased to -$1.14, and free cash flow fell much further into negative territory, coming in at -$5.74 billion. Additionally, CoreWeave’s long-term debt rose by more than 270% YOY to $27.56 billion.
For CoreWeave, it is critical that the company closes the gap between its revenue and cash flow and its capital expenditures. One factor that can help with this is bringing online its in-progress data centers as quickly as possible. This can maximize the revenue CoreWeave generates from each facility over time to offset costs.
Notably, the company added 500 megawatts of actively powered data centers last quarter, more than any quarter in its history. It now has 1.5 gigawatts of actively powered data centers, with the company targeting eight gigawatts by 2030. Investors should monitor CoreWeave’s active power additions each quarter and its ability to increase its overall active power consistently over time.
Expenditures Set to Balloon as IREN Eyes Huge Jump in Operating Run-RateIREN Today
$46.93 +2.25 (+5.04%)
As of 09/8/2026 04:00 PM Eastern
$27.05▼
$76.87$81.57
IREN NASDAQ: IREN operates a somewhat similar business model to CoreWeave, falling in the neocloud category. However, the company has its roots in bitcoin mining and has since converted much of this infrastructure to serve the AI market. There is clearly a large cohort of investors who are skeptical of the company’s future, with nearly 28% of its floated shares sold short.
Notably, IREN has a $9.7 billion contract with Microsoft NASDAQ: MSFT. However, turning that deal into actual sales comes with execution risk and massive costs. To support this and other deployments, IREN expects to spend $25-30 billion on capital expenditures between now and Q2 2027. These figures tower over the company’s small revenue base today.
Sales came in at just $137 million last quarter, and its operating annualized run rate (ARR) revenue is $1 billion. However, the company expects to make significant progress on this front soon, targeting an increase in operating ARR to $4 billion next quarter. This comes as IREN plans to bring a large amount of data center capacity online. This would greatly increase the company’s revenue base, improving profits over time, after it posted a net loss of $684 million last quarter.
Whether IREN actually delivers on this figure will be among the most critical aspects to watch in its next earnings report. From there, the company will need to continue making strong progress in adding more capacity to maximize its data center revenue.
Short Sellers Are Targeting Growth, But Execution Will Decide the TradeIREN’s percentage of floated shares sold short is by far the highest in this group, indicating particularly high bearish sentiment among short sellers. Interestingly, Wall Street analysts are showing the most optimism about IREN among the group. The MarketBeat consensus price target of $81.57 implies more than 80% upside.
Still, the broader takeaway is not just about IREN. Super Micro, CoreWeave, and IREN all show the same tension running through the AI infrastructure trade: demand is enormous, but investors want clearer evidence of margin expansion, cash flow improvement and disciplined capital spending.
Short sellers may be focused on the risks, but these companies still have ways to challenge the bear case. For Super Micro, that means proving DCBBS can support profitability. For CoreWeave, it means turning capacity additions into better cash flow. For IREN, it means showing that contracted AI revenue can scale fast enough to justify the spending required to support it.
Should You Invest $1,000 in Super Micro Computer Right Now?Before you consider Super Micro Computer, you'll want to hear this.
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Super Micro Computer uvedla, že poptávka po AI infrastruktuře zůstává silná a fiskální růst tržeb v roce 2026 dosáhl 78 %. Čtvrtletní výhled tržeb je uprostřed pásma na 15 miliardách USD.
Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide?Super Micro Computer NASDAQ: SMCI said demand for AI infrastructure remains strong as the company works to expand its customer base, increase the value of its systems offerings and improve cash conversion through more favorable customer contracts.
Speaking at Citi's Technology Conference, Michael Staiger, Super Micro's senior vice president of corporate development, said the company's fiscal 2026 growth rate was 78% and noted that its quarterly revenue guidance midpoint now stands at $15 billion. He contrasted that figure with a $14.9 billion annual revenue level the company discussed several years earlier.
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Pushing the Edge: Super Micro Computer Reboots the AI LandscapeStaiger attributed the demand backdrop to accelerating AI application development and a widening array of technology platforms from partners including NVIDIA, AMD, Intel and Arm. He said Super Micro is focused on supplying application-optimized systems and integrated AI factory solutions rather than simply selling individual servers.
Demand diversification and AI adoption Super Micro said its customer diversification has broadened beyond the largest customers that initially drove major AI infrastructure deployments. Staiger pointed to enterprises, neocloud providers and sovereign customers as groups building infrastructure for AI workloads.
SMRs Spark a Chain Reaction for Nano NuclearWhile the company did not provide a revenue breakdown among those categories, Staiger said enterprise AI adoption is gaining traction. He cited recent activity involving VMware's VCF for AI Factory stack and Super Micro's engagement with Cisco as indications that enterprise adoption is expanding.
“We're early stages, but it's spreading out,” Staiger said of enterprise AI adoption.
The company expects some customer concentration to remain, particularly among large customers, but said it has historically expanded alongside customers by broadening the systems and capabilities it provides. Staiger also said hyperscalers are deploying workloads within Super Micro's broader customer base.
Integrated systems, margins and services A central component of Super Micro's strategy is its Data Center Building Block Solutions, or DCBBS, approach. Staiger said the model is designed to provide customers with validated, integrated systems that incorporate computing, networking, storage, power and cooling components.
He said the strategy is particularly useful for enterprises, neoclouds and sovereign customers that may lack the engineering resources of hyperscalers to deploy complex AI infrastructure. By delivering pre-validated systems, Super Micro aims to help customers avoid equipment sitting idle because of integration, networking, storage, power or cooling issues.
Staiger said the company is investing in go-to-market capabilities and services, including its “L12” validation services. He said the investments are included in the company's guidance and operating model, while Super Micro remains focused on operating-expense efficiency.
On gross margin, Staiger said Super Micro provides guidance one quarter at a time because the mix of business can vary. However, he said the company's longer-term internal objective is to reach double-digit gross margins and raise that level over time.
The company recently reported a quarter with gross margin of “17 and change,” according to Staiger. He said adding components such as power and cooling, as well as providing more integrated solutions, can create more value for customers and support higher margins.
Working capital, inventory and funding Staiger acknowledged that revenue can be uneven from quarter to quarter when customer sites or supplier operations face challenges. But he said Super Micro has historically captured delayed revenue downstream and expects diversification and greater planning visibility to improve execution.
The company reported $12.9 billion of inventory and inventory days of roughly 119, according to the discussion. Staiger said concerns about product obsolescence are overstated, describing prior inventory charges as minor and noting a recent reversal. He said demand has supported the ability to place systems across different tiers of the market.
Super Micro also discussed efforts to improve operating cash flow and reduce capital intensity as it grows. Staiger said its $60 billion order book, a more diversified customer base and better contract structures should support an improved cash conversion cycle.
He said some enterprise-grade customers may pay half upfront and the balance upon delivery, contrasting with terms associated with some startup customers in earlier periods that could be less favorable. The company's goal is to become self-funded over time, he said.
Asked whether the company felt adequately funded for its stated $65 billion to $72 billion growth outlook, Staiger said Super Micro was comfortable with what it sees currently.
Compliance, partnerships and market opportunity Staiger said Super Micro has expanded its legal and export-control staffing, appointed a chief compliance officer and strengthened related programs following investigations discussed during the session. He said the board cleared management and that the company is committed to preventing export-control issues.
On technology partnerships, Staiger called NVIDIA a strong partner but said customer demand can shift among platforms. He said Super Micro intends to grow with NVIDIA as well as AMD, Intel and Arm, emphasizing its ability to provide AI infrastructure across a range of architectures.
Staiger referenced estimates from some of Super Micro's partners that put the total market opportunity at $2 trillion to $4 trillion. He said that if Super Micro maintained a 10% market share in a $2 trillion market, that would equate to $200 billion of revenue. He added that the company's focus on performance-oriented, value-oriented and integrated solution offerings could broaden its addressable opportunity.
“We are positioned to be able to deliver AI infrastructure of any nature, of any kind to the customer base, and in a total package, in a total factory,” Staiger said.
About Super Micro Computer (NASDAQ:SMCI)Super Micro Computer, Inc (Supermicro) is a technology company that designs, develops and manufactures high-performance server, storage and networking solutions for enterprise, cloud, data center, high performance computing (HPC) and edge computing customers. The company's product portfolio includes rackmount and blade servers, storage subsystems, motherboards, chassis, power supplies and networking components, with an emphasis on high-density, energy-efficient configurations and platforms optimized for GPU-accelerated workloads and artificial intelligence applications.
Headquartered in San Jose, California, Supermicro combines in-house engineering with a global manufacturing and distribution footprint to deliver configurable, application-specific systems.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Bloom Energy za poslední měsíc vzrostla o 20 % díky poptávce po energii pro AI datová centra. Zároveň zvýšila výhled tržeb na rok 2026 na 3,9–4,2 miliardy USD.
Key Takeaways Bloom Energy gained 20% as AI data-center demand and adoption of distributed energy solutions increased. BE's Brookfield partnership expanded planned AI power investment from $5 billion to $25 billion.BE raised 2026 revenue guidance to $3.9-$4.2 billion, while its forward P/S remains above the industry. Shares of Bloom Energy Corporation (BE - Free Report) have gained 20% in the past month against the Zacks Alternative Energy - Other industry’s decline of 0.1%. The company has also outperformed the Zacks Oil & Energy sector’s return of 3.6% and the S&P 500’s decline of 0.8% in the same time frame.
Bloom Energy is benefiting from rising demand for clean energy from AI-driven data centers, along with growing adoption of distributed energy solutions as customers seek to overcome transmission and distribution constraints.
The company will be added to the S&P 500 on Sept. 21, 2026. Inclusion in the benchmark index could further support the stock by strengthening investor confidence, increasing trading activity and potentially driving additional share-price appreciation.
Price Performance (One Month)
Image Source: Zacks Investment Research
Another industry player, Talen Energy Corporation (TLN - Free Report) , operates a fleet of power generation assets that deliver reliable, dispatchable electricity to meet the around-the-clock needs of commercial, industrial and residential customers. Talen Energy has lost 7.6% in the past month, underperforming its industry, the sector and the S&P 500.
Should investors consider adding BE to their portfolios simply because of its recent price rally? A closer look at the company’s key fundamentals and growth drivers can help determine whether the stock presents an attractive investment opportunity now.
What’s Powering Bloom Energy’s Share Price Gains?Bloom Energy is expanding its onsite power platform to address electricity shortages, long deployment timelines and rising energy costs. The company stands to benefit from several structural trends, including rapid AI infrastructure growth, constrained grid capacity, increasing demand for reliable and affordable power, and government initiatives supporting energy independence and domestic manufacturing.
Its Energy Server platform delivers scalable onsite electricity by connecting directly to customers’ electrical systems, reducing reliance on traditional transmission infrastructure. Based on Bloom Energy’s proprietary solid oxide technology, the system generates electricity through an efficient electrochemical process, providing dependable and cleaner power to commercial and utility customers. Adoption could continue to rise among AI data centers, cryptocurrency miners, advanced manufacturers and other power-intensive industries.
Bloom Energy and Brookfield also expanded their strategic partnership, increasing planned investment in AI-related power infrastructure from $5 billion to $25 billion. This fivefold increase underscores the sharp rise in electricity demand stemming from the global expansion of hyperscale AI data centers.
The financial benefits of this demand are already becoming visible. Revenues more than doubled year over year to $1.8 billion in the first half of 2026, with AI data centers emerging as an important growth driver. Reflecting this momentum, Bloom Energy raised its 2026 revenue guidance to $3.9-$4.2 billion and expects a non-GAAP gross margin of about 34%, indicating that strong top-line growth is being accompanied by healthy profitability.
BE’s EPS Estimates Moving UpThe Zacks Consensus Estimate for BE’s third-quarter and fourth-quarter 2026 earnings per share (EPS) witnessed northbound movement in the last 60 days. The same holds true for full-year 2026 and 2027 EPS estimates.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Talen Energy’s 2026 earnings per share declined 5.2% and 2027 estimates increased 5.92% in the past 60 days.
BE’s Expensive ValuationBloom Energy is currently trading at a premium valuation. Its forward 12-month price-to-sales (P/S) ratio of 12.94X is higher than the industry’s 4.89X.
Image Source: Zacks Investment Research
Another company, Plug Power Inc. (PLUG - Free Report) , is also working to produce clean energy for its customers. Plug Power is currently trading at a P/S F12M of 3.26X, a discount to the industry.
BE’s Earnings SurpriseBloom Energy is delivering strong earnings performance courtesy of rising demand for its services. The company’s earnings surpassed estimates in the past four quarters.
Image Source: Zacks Investment Research
Plug Power’s earnings also surpassed estimates in each of the past four quarters, resulting in an average surprise of 17.83%.
BE Stock Returns Better Than Its IndustryThe return on equity (“ROE”) measures how well a company is utilizing its shareholders’ funds to generate profits. ROE compares net income with shareholders' equity.
ROE of Bloom Energy was 35.45% compared with the industry average of 7.14%.
Image Source: Zacks Investment Research
Wrapping UpBloom Energy continues to deliver steady performance, supported by growing demand for clean energy and its ability to provide on-site power solutions tailored to customer needs. Demand is expected to strengthen further as the adoption of flexible, distributed generation expands.
Bloom Energy’s strong price performance, rising earnings estimates and returns better than the industry average enhance its investment appeal.
Thus, despite the premium valuation at current levels, we believe this Zacks Rank #1 (Strong Buy) stock remains an attractive investment and recommend adding it to investors’ portfolios.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Bloom Energy za poslední rok vzrostla o 360,52 % díky poptávce po AI onsite power. Firma zároveň zvýšila celoroční výhled tržeb na 3,9 až 4,2 miliardy USD.
Bloom Energy has quadrupled in a year by becoming the default power solution for AI hyperscalers, but three blowout quarters later, the stock's next move hinges on whether that success is a launchpad or the ceiling.
At $252.87, Bloom Energy (NYSE:BE) sits at a crossroads. The stock has quadrupled in twelve months on an AI onsite-power thesis that has already delivered, leaving the debate over whether the next leg is earned or already reflected.
Bloom sells solid oxide fuel cell systems that hyperscalers, neoclouds, and colocation operators are deploying to bring gigawatts of AI compute online faster than the grid can support (the same power, cooling, and networking angle we mapped in a free report on seven AI infrastructure suppliers that aren’t chipmakers). CEO KR Sridhar has said “Bloom is now a standard for AI onsite power,” and all major US hyperscalers plus more than a dozen neoclouds, AI labs, and colocation operators have validated the platform.
The re-rating has been extraordinary. Shares are up 360.52% over the past year and 191.02% year to date, versus 18.65% and 12.94% for the S&P 500. Q2 FY26 revenue crossed $1 billion in a single quarter for the first time, marking a fourth consecutive EPS beat and cementing Wall Street’s willingness to pay a growth multiple.
Why Bulls See More Room to Run Fundamentals are still accelerating faster than the multiple. Q2 revenue of $1.065 billion grew 166% year over year, product revenue jumped 215% to $935 million, and operating income vaulted 737% year-over-year to $240 million. Management raised full-year 2026 guidance a third time to $3.9B-$4.2B in revenue and $2.55-$2.85 in non-GAAP EPS.
Backlog supports the trajectory: roughly $20 billion total, with product backlog near $6 billion. Brookfield expanded its financing framework from $5 billion to $25 billion. The 2026 EPS consensus has climbed from 2.1267 to 2.7062 in 90 days, with 24 upward revisions and zero cuts in the trailing month. On 2027 consensus EPS of 4.9201, the forward multiple compresses meaningfully as growth converts.
Why Bears See a Stock Priced Too High Trailing P/E sits at 333x, price/sales at 24, and EV/EBITDA at 199x. The 2027 EPS range of 2.9548 to 7.0100 across 28 analysts signals genuine disagreement on backlog conversion. Insiders have been consistent sellers: Director Jeffrey Immelt disposed of 30,000 shares at $238.91, Director John Chambers sold 15,000 at $250 and another 15,000 at $205.58, and Chief Commercial Officer Aman Joshi unloaded 8,343 shares at $300.37.
Overhangs are real. A securities class action carries a September 28, 2026 lead-plaintiff deadline. Stock-based comp is running near $52 million per quarter, GAAP FY2025 was still a net loss of $88.4 million, and the story remains tethered to IRA and One Big Beautiful Bill Act tax credits, Brookfield-linked revenue, and continued hyperscaler capex intensity.
Why the Setup Rewards Patience Execution is undeniable, but the price now embeds most of what management has promised through 2027. Beta of 3.811 means any wobble in AI capex sentiment gets amplified. S&P 500 inclusion, announced Sept. 4, adds a one-time index bid, though that is a one-time technical event.
What tips the verdict is straightforward. Another guidance raise on the Q3 report, visible backlog conversion, and clarity on the litigation would open a path back to Buy. A capex airpocket at hyperscalers, a margin miss, or an adverse court development would open the door to Sell. Right now, neither signal is in hand.
What the Numbers Actually Say Bloom currently trades at $252.87, up 7.35% on its most recent session and 19.97% over the past week. The 29 covering analysts carry an average price target of $275.08, implying upside to the consensus target. Ratings break down as follows:
5 Strong Buy 10 Buy 12 Hold 1 Sell 1 Strong Sell Analyst targets are one data point, not a guarantee, and this target sits well below the 52-week high of $351.28. The valuation debate lives here: forward P/E of 49x, price/book of 43x, and EV/revenue of 22x. Against the S&P 500’s 18.65% one-year return, Bloom’s 360.52% gain shows how much AI-power optionality is already in the price.
Why Waiting Beats Chasing at $252.87 At $252.87, Bloom Energy sits in a wait-and-see zone. Here is why.
The bull case has largely been vindicated by three consecutive blowout quarters, which is precisely why the risk/reward has shifted. Buying here requires believing 2027 EPS lands in the upper half of the 2.9548 to 7.0100 range and that the forward multiple compresses only modestly. That outcome is plausible but demands flawless execution against a live litigation deadline, active insider selling, and a highly cyclical AI capex backdrop.
Selling is equally difficult. Guidance keeps rising. Cash flow from operations swung from -$213 million a year ago to $226 million last quarter. The company closed Q2 with $2.7 billion of cash and a $25B Brookfield shelf behind it. Fundamentally, the business is intact.
The Q3 earnings report, the September 28 litigation deadline, and the pace of backlog conversion into 2027 revenue will decide whether $252.87 was a launchpad or a ceiling. At today’s price, Bloom Energy deserves respect on the business, but patience on the position.
Contact [email protected] for any questions or corrections.
Společnost Bloom Energy byla zařazena do indexu S&P 500 poté, co její akcie v pátek vzrostly o více než 7 %. SEC zároveň zveřejnila, že Pelosiin manžel koupil velkou pozici už koncem července.
Nancy Pelosi's husband quietly built a multimillion-dollar stake in a fuel-cell company weeks before a major index announcement sent its stock soaring. Whether that timing reflects brilliant research or something more raises uncomfortable questions about who really benefits from congressional…
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Former House Speaker Nancy Pelosi has done it again. An SEC filing on August 21, 2026 revealed that her spouse purchased a large position in Bloom Energy (NYSE:BE) in late July. Six weeks later, on September 4, 2026, S&P Dow Jones Indices announced Bloom Energy would join the S&P 500. The stock jumped more than 7% on Friday and is up 8% in morning trading today.
Bloom Energy shares are now up 214% year-to-date and 411% over the past year, trading around $274.07. Pelosi’s timing, once again, looks uncanny.
Breaking Down the $3 Million (or $12 Million) Bet According to the House Clerk periodic transaction report, Pelosi’s spouse executed four Bloom Energy purchases across two days:
On July 24, 2026: one common stock lot in the $1,000,001 to $5,000,000 band and one options lot in the same $1,000,001 to $5,000,000 band. On July 28, 2026: a second stock lot in the $500,001 to $1,000,000 band and a matching options lot in the $500,001 to $1,000,000 band. Because House disclosures report ranges rather than exact figures, the $3 million headline number reflects the low end. The upper bound of the range reaches roughly $12 million. The July 28 purchases landed the same evening Bloom reported Q2 earnings, when shares were trading around $186.58.
Why Bloom Energy Became the AI-Power Trade Bloom Energy has repositioned from a fuel-cell company into a critical supplier of onsite power to hyperscale AI data centers. Q2 FY2026 results filed with the SEC showed revenue of $1.07 billion, up 165.5% year over year, with product revenue of $935.41 million surging 215%. Non-GAAP EPS came in at $0.78 versus a $0.41 estimate, the company’s fourth consecutive beat.
CEO KR Sridhar told investors: “Today, all the major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories. Bloom is now a standard for AI onsite power.” Management raised full-year 2026 guidance to $3.90 billion to $4.20 billion in revenue, roughly doubling 2025.
Same Thesis, Different Tickers Pelosi’s bet fits inside the broader AI-infrastructure trade playing out across silicon and power. Broadcom (NASDAQ:AVGO | AVGO Price Prediction) reported Q3 AI semiconductor revenue of $16.70 billion, up 221% year over year, and guided Q4 AI chip revenue to $21.7 billion. AMD (NASDAQ:AMD) posted Data Center revenue of $6.72 billion, up 107%, and inked a partnership with Anthropic covering up to 2 GW of MI450 Series GPUs.
Every one of those GPUs needs electricity. That is why American Electric Power (NYSE:AEP) is seeing commercial load up 14.9% in its Vertically Integrated segment and has contracted load growth of 69 GW through 2030. Bloom’s pitch is that hyperscalers cannot wait on grid interconnection queues, so they buy Energy Servers directly (we profiled seven of the power, cooling, and networking suppliers riding this same buildout, none of them chipmakers, in a free report here: 7 Stocks Powering the AI Boom).
Insider Information or Just Reading the Room? Pelosi’s trading record in Congress has consistently outpaced the S&P 500 and even Warren Buffett over comparable stretches, fueling suspicion that lawmakers with committee-level oversight enjoy an informational edge. Repeated bills to ban congressional stock trading, including the PELOSI Act and various ETHICS proposals, have stalled.
Investors should also note the mixed insider tape at Bloom itself. Directors and officers including Jeffrey Immelt sold 30,000 shares on August 17 at $238.91, while John Chambers disposed of 15,000 shares on August 13 at $250.00. Meanwhile, several securities class action deadlines loom, with a September 28, 2026 lead plaintiff deadline flagged across multiple law firm notices.
Bloom Energy’s official S&P 500 debut and Q3 earnings report will be the next catalysts to watch. Pelosi, at least on paper, is already sitting on a substantial paper gain.
Contact [email protected] for any questions or corrections.
NEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Bloom Energy Corporation (“Bloom” or the “Company”) (NYSE: BE). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Bloom and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until September 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Bloom securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On July 8, 2026, Hunterbrook Media published a report entitled “Bloom’s Big Lie,” which alleged, among other things, that “Bloom is, in fact, reliant on Chinese scandium, according to global trade data, Chinese corporate filings, satellite imagery, and Hunterbrook’s messages with Bloom’s suppliers in China.” The report assert that “Hunterbrook traced four separate China-linked routes into Bloom’s supply chain – scandium oxide shipped directly to its Delaware plant, plus scandium-bearing ceramics and powders flowing through intermediaries in Thailand, Japan, and South Korea.”
On this news, Bloom’s stock price fell $15.28 per share, or 5.67%, to close at $254.29 per share on July 8, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Concentrix oznámila akvizici CastleHill Managed Risk Solutions, čímž posiluje své kapacity v oblasti řízení rizik, compliance a správy AI. Podmínky transakce nezveřejnila.
NEWARK, Calif., Sept. 08, 2026 (GLOBE NEWSWIRE) -- Concentrix Corporation (NASDAQ: CNXC), a global technology and services leader, today announced its acquisition of CastleHill Managed Risk Solutions, a leading provider of Governance, Risk and Compliance (GRC), Third-Party Risk Management (TPRM), and AI governance solutions. The acquisition expands Concentrix’ ability to help organizations design, govern, and operate risk and compliance programs across the enterprise from a single partner.
CastleHill’s differentiated GRC-as-a-Service model brings together people, process, and technology to make governance and risk programs work in the messiness of real-world operations. Concentrix already helps organizations manage Financial Crime Operations, Cybersecurity Solutions, regulatory compliance, and other complex risk operations. CastleHill deepens and expands these capabilities.
Organizations are facing growing pressure from regulatory, cyber, third-party, data and compliance risks, with AI adding a new layer of complexity as it scales across the enterprise. CastleHill helps clients identify, govern, and manage these risks while building more resilient operations. The company brings a diverse portfolio of leading Banking, Financial Services, Manufacturing, and other regulated clients that complement Concentrix’ existing relationships. These capabilities are further strengthened by deep operational expertise and strategic partnerships with leading technology providers, including Archer, ProcessUnity, and OneTrust.
“Our clients recognize that AI-related risk across their enterprises is accelerating, and they need a partner with the deep domain expertise to design, implement, and operate these programs at scale,” said Chris Caldwell, President and CEO of Concentrix. “That’s exactly where we’re investing. Risk and Compliance is one of our fastest-growing specialized business lines, and CastleHill gives us even greater depth and scale to help clients navigate this rapidly evolving risk landscape.”
"Organizations need practical ways to manage risk while continuing to innovate,” said Tim Carbery and Michael Duggan, Co-Founders of CastleHill. "For years, we've helped clients navigate regulatory complexity, build and operationalize sustainable risk and compliance programs, and maximize the value of their GRC investments. Joining Concentrix combines that expertise with global scale, expanded capabilities, and operational excellence, helping our clients unlock even greater strategic value. We are excited about the opportunities ahead for our clients, our incredible team, and the business."
The acquisition deepens Concentrix' investment in Banking and Financial Services, bringing additional domain expertise, client relationships and expanding its ability to help clients manage the intersection of regulation, operational resilience, cybersecurity, AI, and risk. Together, Concentrix and CastleHill will help organizations simplify complexity and build more resilient, trusted businesses for this new reality.
Terms of the transaction were not disclosed.
For more information, please visit https://www.concentrix.com/services-solutions/risk-compliance/
About Concentrix: Powering a World That Works
Concentrix (NASDAQ: CNXC), is the Fortune 500® technology and services company, helping the world's best brands create intelligent operations that perform in the real world. We design, build, and run integrated human and AI solutions, harnessing the insight from billions of real-world interactions to help 2000+ of the world’s most complex organizations solve their toughest business challenges. Backed by 20+ years of operational experience and battle tested AI, we’re the intelligent transformation partner that helps clients across every major industry move from ambition to measurable, scalable performance. Virtually everywhere. To learn more, visit concentrix.com.
Media Contact:
Marketing & Communications
Concentrix Corporation [email protected]
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ASML získalo podporu TSMC a Samsungu pro nasazení nové generace litografických strojů High NA EUV. Tři největší zákazníci se tak sjednotili na dalším směru výroby pokročilých čipů.
Nizozemský polovodičový gigant ASML si zajistil podporu u TSMC a Samsungu pro nasazení nejnovější generace litografických strojů High NA EUV. Oba výrobci čipů oznámili plány na využití těchto zařízení od ASML v sériové výrobě během příští dekády, čímž se připojí k Intelu, který již technologii aktivně zavádí.
High NA EUV představuje nejpokročilejší generaci litografických systémů, bez nichž se neobejde výroba nejmodernějších procesorů a akcelerátorů pro AI. Cena jednoho stroje se pohybuje kolem 400 milionů dolarů. Samsung plánuje nasazení technologie ve výrobě paměťových čipů od roku 2028, zatímco TSMC předpokládá využití ve velkoobjemové produkci od roku 2030, uvedla agentura Bloomberg.
Vedle samotných výrobních zařízení se firmy dohodly také na významné změně v oblasti fotomasek, a sice na přechodu na větší (z 6 palců na 12 palců), což by mohlo zvýšit produktivitu výroby a pomoci uspokojit rychle rostoucí poptávku po AI čipech. Fotomasky fungují jako předlohy, podle nichž se pomocí světla vytvářejí obrazce na křemíkových waferových deskách.
Kombinace technologie High NA a větších fotomasek by mohla zvýšit propustnost výrobních linek o 40 procent a zároveň zjednodušit proces návrhu, uvedl Marco Pieters, technologický ředitel ASML. „Je to obrovská příležitost a samozřejmě to znamená významný krok v produktivitě,“ řekl Pieters pro Bloomberg.
ASML je jedinou společností na světě, která dokáže vyrábět zařízení pro extrémní ultrafialovou litografii (EUV), čili stroje nezbytné pro výrobu nejvyspělejších polovodičů na světě. Společnost uvedla první generaci EUV systémů v roce 2019 a od té doby spolupracuje se zákazníky na přechodu k výkonnější variantě High NA.
Právě postoj TSMC k nové technologii byl dosud jedním z největších otazníků. Největší smluvní výrobce čipů na světě dlouho argumentoval tím, že vyšší pořizovací náklady nových strojů nepřinášejí dostatečný produktivní přínos. Nyní však firma obrátila, když oznámila, že High NA systémy využije od roku 2030, byť ještě s dnešním formátem šestipalcových masek.
Společně s ASML pak TSMC chce vybudovat pilotní výrobní linku pro dvanáctipalcové masky, která by měla vzniknout kolem roku 2031. Samotná technologie by se mohla dostat do komerční výroby přibližně od roku 2033.
Samsung mezitím deklaroval, že bude na vývoji nových masek a související infrastruktury spolupracovat s dalšími partnery. Pro jihokorejskou společnost je rozvoj výrobních kapacit mimořádně důležitý i s ohledem na pokračující silnou poptávku po paměťových čipech pro datová centra.
Podporu nové generaci technologií potvrzuje rovněž Intel. Ten už některé stroje High NA převzal. Americká společnost dokonce uvádí, že dokáže potenciálním zákazníkům nabídnout výhody této technologie už nyní a na projektu větších fotomasek pracuje déle než tři roky.
Pro ASML představuje zapojení TSMC zásadní impuls. Tchajwanský výrobce se totiž podílí zhruba šestnácti procenty na tržbách nizozemské firmy. Skutečnost, že přechod na High NA podporují TSMC, Samsung a Intel zároveň, znamená, že tři největší zákazníci ASML se sjednotili na dalším směru vývoje pokročilé výroby čipů.
Eurowag v 1H 2026 zvýšil čisté výnosy o 10,7 % na 179,5 mil. EUR a očištěnou EBITDA o 10,5 % na 70,6 mil. EUR. Zároveň zvedl spodní hranici celoročního výhledu očištěné cash EBITDA na 110 až 115 mil. EUR.
Česká společnost W.A.G. payment solutions (Eurowag) poskytující služby v oblasti dopravy reportovala výsledky hospodaření za první polovinu roku a zpřesnila celoroční výhled.
Výsledky společnosti W.A.G. payment solutions (BAAWPS) za 1H 2026 1H 2026 1H 2025 Čisté výnosy (mil. EUR) 179,5 162,2 Čistý zisk (mil. EUR) 5,2 10,5 Očištěný zisk na akcii (EPS, EUR/akcie) 2,53 2,92 Výsledky Čisté výnosy společnosti se meziročně zvýšily o 10,7 % na 179,5 mil. EUR. Růst byl podpořen mýtem (+26 %), energiemi (+6 %), řešeními pro správu vozových parků v segmentu CRT (+15 %), navigací (+12 %) a vratkami daní (+12 %).
Čisté výnosy ze segmentu platebních řešení vzrostly o 13,3 % na 110,9 mil. EUR. Segment řešení pro mobilitu dosáhnul růstu čistých výnosů ve výši 6,7 % na 68,6 mil. EUR.
Očištěný zisk EBITDA meziročně vzrostl o 10,5 % na 70,6 mil. EUR a naplnil tak průměrný odhad analytiků 70 mil. EUR. Očištěná EBITDA marže meziročně poklesla o 0,1 p. b. na 39,3 %.
Očištěná cash EBITDA vzrostla o 13,2 % na 55,7 mil. EUR a příslušná marže se zvýšila o 0,6 p. b. na 31,0 %.
Počet aktivních kamionů, které využívají služby Eurowag, vzrostl o 7,0 % na 334,8 tis. Průměrný počet produktů na kamion se zvýšil z 2,6 na 2,7.
Platformu Eurowag Office aktivně využívá k datu zveřejnění zprávy více než 65 % zákazníků oproti 35 % na konci 1Q 2026.
Po skončení pololetí, 22. července 2026, byla akcionářům vyplacena mimořádná dividenda ve výši 1,5 pence na akcii (celkem 12,1 mil. EUR).
Celoroční výhled Společnost zvýšila spodní hranici výhledu očištěné cash EBITDA, ostatní části výhledu ponechala beze změny.
Růst čistých výnosů v nízkých dvouciferných procentech. Očištěnou EBITDA marži na úrovni přibližně 40 %. Očištěnou cash EBITDA v rozpětí 110 až 115 milionů EUR (dříve 105 až 115 milionů EUR). Kapitalizované náklady na výzkum a vývoj zůstanou pod stanoveným limitem 50 milionů EUR. Poměr čistého zadlužení pod úrovní 2,0x, v rámci cílového pásma 1,5–2,5x. Komentář CEO „V prvním pololetí jsme dosáhli silných a odolných výsledků s dvouciferným růstem čistých výnosů, robustními maržemi a nižším zadlužením, přičemž jsme zároveň významně pokročili ve fázi integrace a migrace na Eurowag Office. Těší nás, že jsme dosáhli klíčového milníku, kdy platformu aktivně využívá více než 65 % našich zákazníků, zapojení zákazníků nadále roste a většina našich služeb je již na platformě dostupná. Skutečnost, že jsme těchto výsledků dosáhli v nestabilním geopolitickém a makroekonomickém prostředí, dokládá odolnost našeho podnikání a drží nás na cestě k naplnění celoročního výhledu. Pokrok, kterého v roce 2026 dosahujeme, nás dobře připravuje na další fázi naší strategie. Jak bude integrace a migrace postupovat, budeme moci stále více využívat sílu jednotné digitální platformy a vlastních dat k prohloubení penetrace produktů, zvýšení zapojení zákazníků a k dosažení vyšší provozní páky. Od roku 2027 se naše pozornost přesune ke škálování a monetizaci Eurowag Office, což nám umožní naplno využít výhod našeho integrovaného modelu, přinést zákazníkům vyšší hodnotu a zajistit udržitelný, ziskový růst," uvedl zakladatel a generální ředitel Martin Vohánka.
Vývoj akcie Akcie W.A.G. payment solutions (Eurowag) se vedle londýnské burzy obchodují také na pražské burze pod tickerem BAAWPS, kde včera uzavřely za 29,0 Kč.
Braze oznámila zisk 0,19 USD na akcii a tržby 227,23 mil. USD za čtvrtletí končící v červenci 2026, obojí nad odhady. Zisk meziročně vzrostl z 0,15 USD na akcii.
Braze, Inc. (BRZE - Free Report) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +18.75%. A quarter ago, it was expected that this company would post earnings of $0.1 per share when it actually produced earnings of $0.1, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Braze, which belongs to the Zacks Internet - Software industry, posted revenues of $227.23 million for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 3.19%. This compares to year-ago revenues of $180.11 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Braze shares have lost about 6.8% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Braze?While Braze has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Braze was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.16 on $227.39 million in revenues for the coming quarter and $0.63 on $897.63 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Penguin Solutions, Inc. (PENG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended August 2026.
This company is expected to post quarterly earnings of $0.75 per share in its upcoming report, which represents a year-over-year change of +74.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Penguin Solutions, Inc.'s revenues are expected to be $512.5 million, up 51.7% from the year-ago quarter.
Braze oznámila za 2. fiskální čtvrtletí tržby 227 milionů USD, meziročně o 26 % více, a zároveň zvýšila výhled tržeb i provozního zisku na celý rok. Firma také uzavřela tříletou strategickou spolupráci s Amazon Web Services.
3 Unique AI Software Plays With Strong Analyst SupportBraze NASDAQ: BRZE reported fiscal second-quarter 2027 revenue of $227 million, up 26% from a year earlier and 8% sequentially, as the customer-engagement software company cited contract expansions, renewals and new business. The company also raised its revenue outlook for the third quarter and full fiscal year and increased its full-year operating income guidance.
Co-Founder and Chief Executive Officer Bill Magnuson said the quarter featured strong bookings, competitive wins against legacy marketing clouds and point solutions, and continued vendor-consolidation activity. He also pointed to rising customer adoption of the company’s artificial intelligence products and an expanding channel-partner strategy.
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Braze Blazes Ahead on Q1 2027 Earnings Beat, Raised Guidance“Brands are adopting ever more sophisticated strategies and racing to deploy AI-driven solutions to leverage their first-party data and direct-to-consumer relationships,” Magnuson said.
Customer growth and retention Total customer count rose 15% year over year to 2,789 as of July 31, 2026, an increase of 367 customers from the prior-year period and 76 from the preceding quarter. The number of customers spending at least $500,000 annually increased 28% year over year to 361. Those larger customers accounted for 65% of annual recurring revenue, compared with 62% a year earlier.
Braze Stock Rallies as Revenue Beats, Buybacks Begin, and Outlook JumpsTrailing 12-month dollar-based net retention was 110% across all customers. For customers spending at least $500,000 annually, net retention rose to 112% from 111% in the prior quarter.
Magnuson said new business and expansions during the quarter included Boots Thailand, Chime, David Jones, Foxtel Group, Insurify, Omaze UK, Property Finder and Wilson Sporting Goods. He said the company also won customers moving from legacy platforms, including a global quick-service restaurant, an Asia-Pacific bank, a European retailer and a U.S. challenger bank.
Remaining performance obligations totaled $1.1 billion, up 27% year over year, while current remaining performance obligations increased 24% to $691 million. Magnuson told analysts that the company’s fourth and first fiscal quarters are typically its largest renewal periods and that current RPO comparisons also reflected lapping the OfferFit acquisition.
AI adoption and product strategy Braze said paid adoption of its AI tools—including Decisioning Studio, Agent Console, AI Item Recommendations and its Predictive Suite—reached roughly one-third of its large-customer cohort during the quarter. That represented an increase of about 900 basis points from the first quarter.
Magnuson said AI monetization remains early, but enterprise customers are seeing returns from the tools. He highlighted Operator, an AI product designed to help marketers create and manage campaigns and workflows, as a driver of adoption of other Braze features.
During the past 90 days, nearly 80% of Braze accounts engaged with Operator more than 10 times, according to Magnuson. More than half of those accounts used it more than 100 times over the same period. He said the product has also reduced customer-support tickets, allowing support staff to focus on more complex issues.
The company said its AI products can support more sophisticated multichannel campaigns, experimentation and personalization. Magnuson said customers that use three, four or five channels and adopt more advanced Braze features historically have shown higher dollar-based net retention than other cohorts.
Braze also introduced Agentic Standards in beta, which allows teams to encode brand guidelines, compliance rules, tracking requirements and content standards for automated checks. The company said it expects to discuss additional developments involving Operator, Content Optimizer, Agent Console and Decisioning Studio at its Forge customer conference.
Magnuson said Decisioning Studio maintained the pricing power discussed when Braze acquired OfferFit, with use-case pricing in the roughly $250,000 to $300,000 range. The company is also developing Decisioning Studio Go, a more self-service offering that will be paid for through Action Credits and have a lower upfront cost than Decisioning Studio Pro.
Profitability, cash flow and capital returns Subscription revenue represented 91% of total second-quarter revenue, while the remaining 9% came from recurring professional services and one-time configuration and onboarding fees. Interim Chief Financial Officer Pankaj Malik said approximately 90% of professional-services revenue is recurring and recognized ratably over the related contract term.
Malik said the company has been shifting some customer-success entitlements that were previously bundled in subscription fees into professional-services arrangements under its newer pricing and packaging structure. Braze has migrated about half of its customer base and expects about 80% of the remaining customers to transition over the next six quarters. He said professional services are expected to represent about 9% to 10% of revenue going forward.
Non-GAAP gross profit was $156 million, with a 68.6% gross margin, compared with 69.3% a year earlier. Non-GAAP operating income was $22 million, or 9.7% of revenue, compared with $6 million, or 3.4% of revenue, in the prior-year quarter. Non-GAAP net income attributable to Braze shareholders was $21 million, or $0.19 per share, compared with $17 million, or $0.15 per share, a year earlier. Cash provided by operations was $24 million, and free cash flow was $22 million, compared with $4 million in the prior-year quarter. Braze ended the quarter with approximately $414 million in cash equivalents, restricted cash and marketable securities. In August, it completed a $50 million accelerated share repurchase program, buying back approximately 2.1 million shares. Another $50 million remains under the board’s authorization.
Raised outlook and AWS partnership For the fiscal third quarter, Braze expects revenue of $229 million to $230 million, representing roughly 20% year-over-year growth at the midpoint. It forecast non-GAAP operating income of $16 million to $17 million, or about a 7% operating margin, and non-GAAP earnings per share of $0.13 to $0.14.
For fiscal 2027, the company now expects revenue of $910 million to $913 million, representing approximately 23% growth at the midpoint. It projected non-GAAP operating income of $75.5 million to $76.5 million, implying an 8% operating margin, and non-GAAP earnings per share of $0.64 to $0.65.
Malik said third-quarter operating income will be affected by the costs of Forge and other global customer events, while Magnuson said the company is also beginning to add sales capacity ahead of the next fiscal year.
Braze additionally announced a three-year strategic collaboration agreement with Amazon Web Services. Magnuson said the agreement establishes a dedicated co-selling motion, joint go-to-market commitments and incentives for AWS sellers to bring Braze into customer accounts. He said the arrangement builds on rising procurement through AWS Marketplace and could extend Braze’s international and industry reach.
About Braze (NASDAQ:BRZE)Braze, Inc is a publicly traded software company NASDAQ: BRZE that offers a customer engagement platform designed to help brands build personalized relationships with their users. Founded in 2011 as Appboy by Bill Magnuson, Jon Hyman and Mark Ghermezian, the company adopted the Braze name in 2017 to underscore its focus on fostering strong connections between businesses and consumers. Its cloud-based platform consolidates messaging channels including push notifications, in-app messages, email and SMS, enabling companies to deliver timely, context-driven communications at scale.
The core functionality of Braze's platform centers on data-driven segmentation, customer journey orchestration and real-time analytics.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Boston Scientific po kyberútoku už nečeká, že splní dříve stanovené cíle tržeb a upraveného zisku pro 3. čtvrtletí i celý rok 2026. Incident narušil výrobu i vyřizování objednávek.
Boston Scientific (BSX.N) said on Tuesday it no longer expects to meet its previously issued third-quarter and full-year 2026 sales and adjusted profit forecasts, after a cybersecurity incident disrupted the medical device maker's global operations.
An unauthorized activity on some of its information technology systems, first identified on August 25, caused a network outage that disrupted manufacturing and the processing and shipment of customer orders, the company said in a regulatory filing.
Stifel analyst Rick Wise said investors increasingly view 2026 as a "lost year" for Boston Scientific and are likely to focus more on the company's prospects for 2027.
Shares of the company were down 2.3% in morning trading.
In July, Boston Scientific had forecast 2026 adjusted earnings of $3.28 to $3.32 per share and sales growth of 5.5% to 6.5% on a reported basis. For the third quarter, it had projected adjusted earnings of 80 cents to 82 cents per share.
It expects to recover a portion of the affected revenue as it ramps up operations and works through backlogs, but said the full financial impact remains uncertain.
The incident is the latest in a series of cyberattacks on the healthcare sector, with medical device makers Abbott Laboratories (ABT.N), Stryker (SYK.N) and Medtronic (MDT.N) and drugmaker Novo Nordisk (NOVOb.CO) among those recently hit.
In an update on Saturday, Boston Scientific said that the incident's effects were limited to select internal infrastructure and that product quality analyses found no impairment beyond disruptions to new activations of its cardiac device remote-monitoring platform.
J.P.Morgan analyst Robbie Marcus said the cyberattack clouds visibility into Boston Scientific's underlying business trends, delaying investors' ability to assess growth and competitive dynamics in key franchises, including electrophysiology and heart device Watchman.
The company said major distribution centers are now processing and shipping orders at or above normal levels, sterilization facilities are operational, and manufacturing has resumed across most facilities globally.
Boston Scientific plans to provide an updated outlook when it reports third-quarter results on October 28.
Boston Scientific snížila výhled na rok 2026: organický růst tržeb čeká na úrovni 5 % až 6 % a upravený EPS na 3,28 až 3,32 USD. Tlak na WATCHMAN a EP má podle firmy pokračovat i v roce 2027.
Key Takeaways Boston Scientific cut 2026 growth expectations as WATCHMAN and EP face mounting U.S. pressure.Boston Scientific expects 2027 growth to stay muted before new catalysts could lift results in 2028.Boston Scientific lost 55.8% over 12 months, while its 14.13 forward P/E trails historical and industry norms. Boston Scientific (BSX - Free Report) has entered the second half of 2026 with more pressure than expected as weakness in two important businesses weighs on its near-term performance. WATCHMAN has been hurt by a sharp slowdown in the U.S. market, with clinical evidence affecting referral patterns. In Electrophysiology (“EP”), the company is facing greater competitive share losses in the United States than expected. Together, these headwinds are making it more challenging for the company to deliver the growth it has historically achieved.
Boston Scientific lowered its 2026 expectations, now calling for organic revenue growth of 5% to 6% and adjusted earnings per share (EPS) of $3.28 to $3.32, or 7% to 8% growth. Management expects the pressure to extend into 2027, when revenue growth could remain below its weighted average market growth rate and adjusted EPS growth may be limited.
On a positive note, growth could pick up meaningfully in 2028, as new catalysts begin to take effect. Based on investments made over the past two or three years, the company will have seven new launches that surpass nearly $25 billion in total addressable market (TAM). Among them are the planned launch of the SEISMIQ 4CE Coronary IVL Catheter in the first half of 2027 after positive FRACTURE trial data and the introduction of the FARAWAVE Ultra mapping and ablation catheter. The pending Penumbra acquisition could also strengthen Boston Scientific’s long-term growth profile.
The company is pursuing a restructuring program targeting approximately $500 million in annual run-rate savings by the end of 2029, with more than half expected by the end of 2027. The savings will be focused in the areas of supply-chain optimization, targeted functional changes, organizational restructuring and reductions in indirect spending, supporting operating-margin expansion and stronger adjusted EPS growth in 2028 and beyond.
Latest Developments Among BSX’s PeersAbbott (ABT - Free Report) recently presented new late-breaking 12-month data from the FlexPulse Global IDE study, showing favorable safety and effectiveness outcomes for the company’s investigational TactiFlex Duo Ablation Catheter, Sensor Enabled to treat patients with challenging cases of atrial fibrillation. Abbott’s Nutrition business also launched Similac 360 Total Care Made With Whole Milk, the only commercially sterile, ready-to-feed liquid infant formula made with whole milk in the United States.
Globus Medical’s (GMED - Free Report) Excelsius3D intelligent 3-in-1 imaging system achieved the CE mark for commercial sale in the European Union and the United Kingdom. The system received FDA’s 510(k) clearance in 2021. The addition of Excelsius3D expands the company’s Excelsius Ecosystem of enabling technologies and enhances the capabilities of the ExcelsiusGPS robotic navigation system in the European Union. Globus Medical also announced the acquisition of Higgs Boson Health, a Duke University-incubated digital healthcare company based in Durham, NC.
BSX’s Price Performance, Valuation and EstimatesOver the past 12 months, Boston Scientific shares have plunged 55.8% compared with the industry’s 27.1% decline.
Image Source: Zacks Investment Research
Boston Scientific trades at a forward earnings multiple of 14.13 over the past 12 months, lower than its historical median and industry average.
Image Source: Zacks Investment Research
The company’s earnings estimates have trended lower over the past three months.
Image Source: Zacks Investment Research
BSX stock currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Společnost Curaleaf zveřejnila informační list, v němž odmítá tvrzení Aurora Cannabis o své nabídce na převzetí a tvrdí, že jde o jednu z nejvyšších prémií v kanadských M&A za poslední dekádu. Nabídka podle něj zahrnuje 45% prémii, bez hotovosti na bilanci Aurory až 110%.
, /PRNewswire/ -- Curaleaf Holdings, Inc. (TSX: CURA) (OTCQX: CURLF) ("Curaleaf" or the "Company"), a leading international provider of consumer and medical cannabis products, today released a fact sheet addressing a number of inaccurate and misleading statements made by Aurora Cannabis Inc. ("Aurora") in connection with Curaleaf's proposal to acquire Aurora.
Curaleaf believes shareholders deserve the facts. While Aurora has focused on criticizing Curaleaf's proposal, shareholders should focus on the fundamental question: which company has a clearer vision for the future and a stronger record of creating shareholder value? The fact sheet below helps shareholders evaluate the choice between Curaleaf's premium offer and Aurora's standalone plan.
Read the fact sheet and learn more at grow.curaleaf.com.
MYTH: "Curaleaf's offer is too low and significantly undervalues Aurora."
FACT: One of the highest premiums in Canadian M&A. A 45% premium is among the higher Canadian M&A premiums of the past decade. Excluding cash on Aurora's balance sheet, Curaleaf's offer represents a 110% premium*. If Aurora's assets are worth more, why has management been unable to unlock that value after years?
More importantly, management's actions don't match its words. Aurora continues to issue shares through its At-the-Market (ATM) program at prices materially below the value implied by Curaleaf's offer. Since Curaleaf's bid, Aurora has accelerated these dilutive issuances while telling shareholders not to tender to a substantially higher value. If management truly believes Aurora is worth so much more, why is it selling stock at lower prices?
MYTH: "Aurora's standalone plan will create more value than Curaleaf's offer."
FACT: Results > promises. Aurora is asking shareholders to continue supporting a "turnaround" strategy that has had nearly six years to prove itself. During this time, management has recorded ~C$5 billion of impairments and ~C$130 million of business transformation costs.
Aurora has overseen negative operating cash flow of more than C$480 million since FY21A, while having one of the highest executive compensation plans among industry peers. ACB's 97% share decline under CEO Miguel Martin speaks for itself. By comparison, Curaleaf generated $447 million of positive operating cash flow since F21.
MYTH: "Aurora just delivered a record year and its strategy is gaining momentum."
FACT: Deteriorating fundamentals, declining outlook. Shareholders should focus on where the business is headed, not where it has been. Management's own guidance says fiscal 2027 revenue is expected to decline to fiscal 2025 levels and adjusted EBITDA is expected to be lower than the prior year.
MYTH: "Curaleaf's shares are overvalued and Aurora shareholders are being offered inflated stock."
FACT: Even Aurora's own advisor disagrees. Aurora argues Curaleaf's shares are overvalued, yet its own financial advisor states that "the trading price of those [Curaleaf] shares can be reasonably regarded as a proxy for their underlying value."
Curaleaf consistently commands a premium because it is the largest publicly traded cannabis company in the world and a leader in profitability and cash flow generation. Aurora can't have it both ways: if Curaleaf's valuation is too high, why is it not high enough for Aurora?
MYTH: "Curaleaf's leverage presents a risk to future equity holders."
FACT: Debt can be repaid; dilution is forever. Curaleaf is the largest cannabis operator by revenue and market cap, among the most profitable by adjusted EBITDA, and is a cash flow leader. Curaleaf's balance sheet compares favorably to peers, and the company's profitability and cash flows support its debt load.
In contrast, Aurora promotes a "debt-free" balance sheet but ignores how that balance sheet was and is being financed. Aurora has raised more than US$400 million since September 2020 through equity issuances at the expense of shareholders and continues to rely on dilutive ATM programs that permanently reduce existing shareholders' ownership.
MYTH: "ACB had substantive discussions with Curaleaf before rejecting our offer."
FACT: They never even discussed price. Aurora never entered into a confidentiality agreement with Curaleaf and never once discussed price. Rather than testing whether additional value could be secured for shareholders, Aurora simply rejected the proposal without even discussing a counteroffer.
MYTH: "The US$5.00 cap imposes a cap on any upside."
FACT: If the cap is the issue, the Board can fix it. Aurora's criticism of the cap structure is a distraction from the significant premium represented by the US$5.00 cap.
The US$5.00 cap price represents an implied premium within the 92nd percentile of Canadian M&A premiums over the last 10 years. The proposed structure encourages ACB shareholders to complete a transaction as soon as possible to lock in the exchange ratio and participate in potential upside and is the same structure that Aurora used in prior M&A transactions.
If Aurora's Board was truly concerned about the cap, they can choose to shorten the 105-day bid period to 35 days and engage constructively with Curaleaf on the particulars of a deal.
MYTH: "Aurora shareholders would trade independent ownership for a minority stake in a company controlled by one individual through multi-voting shares."
FACT: This is about scale, not governance. Aurora shareholders would retain a minority stake in the combined company because Curaleaf is substantially larger than Aurora (>13x market cap prior to the offer).
CURA insiders have nearly US$500 million of their own money invested alongside shareholders, significantly more than Aurora's insider ownership (~20% versus ~1%), and ensuring Curaleaf's management incentives are strongly aligned with shareholders. On the other hand, Aurora insiders have ~10% of the transaction value payable in the event of a change in control. Additionally, since Boris Jordan became CEO, Curaleaf has outperformed Aurora by approximately 57%.
Multi-class voting structures are not a rarity. They are used by many of the largest founder-owned sector leaders, including Alphabet, Meta, Shopify, Palantir, DoorDash, and, among leading cannabis companies, Green Thumb, and Trulieve among others.
MYTH: "Why should Aurora shareholders accept mostly Curaleaf stock?"
FACT: Get paid today, participate in upside tomorrow. Cash consideration represents ~19% of the US$4.00 offer price, in line with precedent Canadian cannabis M&A transactions. Shareholders will receive immediate value while retaining ownership in the largest cannabis company in the sector with broader market exposure, stronger cash generation, and multiple future growth catalysts.
MYTH: "Regulatory reform is already priced into Curaleaf's stock. There isn't much upside left."
FACT: The biggest benefits are still ahead. Federal reform is not a one-time event. The value creation comes from what follows: immediately, materially lower cash taxes and improved free cash flow, and potentially broader institutional ownership, lower financing costs, greater M&A flexibility, access to credit cards, and uplisting to a major U.S. exchange. Those benefits compound over time and have only begun.
MYTH: "Most of Curaleaf's business is Adult Use sales in the United States. That business is still federally illegal."
FACT: Exposure to the world's largest cannabis market is an advantage, not a risk. Our U.S. medical business represents approximately 60%. What's more, U.S. cannabis regulation has been moving steadily in one direction: toward greater normalization, broader acceptance and reduced regulatory barriers. CURA's exposure to the world's largest cannabis market is a benefit and a competitive advantage.
MYTH: "The transaction is not tax efficient for U.S. shareholders"
FACT: Stay invested in the upside. A significant portion of the consideration consists of CURA shares, allowing shareholders to continue their investment in the combined company rather than fully liquidating their position. If tax structuring is a priority for Aurora, they should engage with Curaleaf to negotiate it.
MYTH: "Why would Nasdaq-listed shareholders accept OTC paper?"
FACT: It's about the business, not the exchange. Curaleaf trades on the TSX which is among the largest exchanges globally and is the leading exchange for cannabis issuers. On a 2026 YTD basis, CURA has traded meaningfully more value on the TSX relative to ACB on NASDAQ. Additionally, a Nasdaq listing has not prevented value destruction for ACB shareholders. Lastly, CURA is expected to also trade on a major U.S. exchange once the rescheduling process is completed.
Cautionary Statement Regarding Forward-Looking Statements
This press release contains certain "forward-looking statements" within the meaning of such statements under applicable securities laws. Forward-looking statements are frequently characterized by words such as "plan", "continue", "expect", "project", "intend", "believe", "anticipate", "estimate", "may", "will", "potential", "proposed" and other similar words, or statements that certain events or conditions "may" or "will" occur. These statements are only predictions. Forward looking statements in this news release include statements regarding the terms of the Offer, the expected benefits of the Offer to the combined company and the financial and strategic benefits of the Offer noted above, synergies and efficiencies that may be achieved upon a combination of the businesses of Aurora and Curaleaf; and expectations with respect to business and geographical diversification of the combined entity. Various assumptions were used in drawing the conclusions or making the projections contained in the forward-looking statements throughout this press release, including assumptions based upon Aurora's publicly disclosed information, and that there will be no change in the business, prospects or capitalization of Aurora or Curaleaf. Forward-looking statements are based on the opinions and estimates of management at the date the statements are made and are subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ materially from those projected in the forward-looking statements. The Company is under no obligation, and expressly 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 expressly required by applicable law. A more complete discussion of the risks and uncertainties facing the Company appears in the Company's Annual Information Form and continuous disclosure filings, which are available at www.sedarplus.ca.
Cautionary Statement Respecting Aurora Information
The information concerning Aurora contained in this press release has been taken from, or is based upon, publicly available information filed by Aurora with securities regulatory authorities in Canada prior to the date of this press release and other public sources. Aurora has not reviewed this press release and has not confirmed the accuracy and completeness of the Aurora information contained herein. Neither Curaleaf, nor any of its officers or directors, assumes any responsibility for the accuracy or completeness of such Aurora information. Curaleaf has no means of verifying the accuracy or completeness of any of the Aurora information contained in this press release.
Notice to U.S. Holders
The Offer is being made for the securities of a company formed outside of the United States. The Offer is subject to disclosure requirements of Canada that are different from those of the United States. Financial statements included in the documents, if any, will be prepared in accordance with Canadian accounting standards and may not be comparable to the financial statements of United States companies.
It may be difficult for a securityholder in the United States to enforce his/her/its rights and any claim a securityholder may have arising under the U.S. federal securities laws, since the issuer is located in Canada, and some or all of its officers or directors may be residents of Canada or another country outside of the United States. A securityholder may not be able to sue a Canadian company or its officers or directors in a court in Canada or elsewhere outside of the United States for violations of U.S. securities laws. It may be difficult to compel a Canadian company and its affiliates to subject themselves to a U.S. court's judgment.
Securityholders should be aware that the issuer may purchase securities otherwise than under the Offer, such as in open market or privately negotiated purchases.
About Curaleaf Holdings
Curaleaf Holdings, Inc. (TSX: CURA) (OTCQX: CURLF) ("Curaleaf") is a leading international provider of consumer products in cannabis with a mission to enhance lives by cultivating, sharing and celebrating the power of the plant. As a high-growth cannabis company known for quality, expertise and reliability, the Company and its brands, including Curaleaf, Select, Grassroots, Find, Dark Heart, and Anthem provide industry-leading service, product selection and accessibility across the medical and adult use markets. Curaleaf International is powered by a strong presence in all stages of the supply chain. Its unique distribution network throughout Europe, Canada and Australasia brings together pioneering science and research with cutting-edge cultivation, extraction and production. Curaleaf is listed on the Toronto Stock Exchange under the symbol CURA and trades on the OTCQX market under the symbol CURLF. For more information, please visit https://ir.curaleaf.com.
Contacts
Media Contact
Kekst CNC
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Investor Contact
Curaleaf Holdings, Inc.
[email protected]
Shareholder Contact
Carson Proxy Advisors
North American Toll Free Phone: 1-800-530-5189
Local (Collect outside North America): 416-751-2066
Email: [email protected]
IonQ IONQ shares jumped 5% on Tuesday as the quantum computing company raised its 2026 revenue forecast following the integration of SkyWater Technologies.
IonQ now projects 2026 revenue of $450 million to $460 million, with the range including revenue from SkyWater. IonQ completed the acquisition on July 31, giving the company access to SkyWater's semiconductor manufacturing capabilities.
The company also released research detailing the resources required to run Shor's algorithm on a fault-tolerant quantum system. The work examines how applications can be adapted for trapped-ion quantum computers.
IonQ separately introduced Superion 256, its sixth-generation quantum platform. The chips were manufactured at SkyWater and are available for customer orders, with deliveries expected next year.
The updates give investors several areas to watch as IonQ combines its quantum technology with SkyWater's manufacturing operations. The higher revenue forecast also provides a new financial benchmark following the acquisition.
The raised outlook and product launch could support investor sentiment as the combined business moves toward commercial deliveries.
Amundi lifted its position in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 5.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,824,741 shares of the financial services provider’s stock after purchasing an additional 90,734 shares during the quarter. Amundi owned about 0.46% of The PNC Financial Services Group worth $449,288,000 at the end of the most recent reporting period.
Other hedge funds also recently made changes to their positions in the company. Tobias Financial Advisors Inc. bought a new stake in The PNC Financial Services Group in the second quarter worth $203,000. Groupe la Francaise lifted its position in The PNC Financial Services Group by 47.8% during the second quarter. Groupe la Francaise now owns 1,769 shares of the financial services provider’s stock valued at $436,000 after purchasing an additional 572 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of The PNC Financial Services Group in the 2nd quarter worth $52,888,000. Vancity Investment Management Ltd grew its position in The PNC Financial Services Group by 22.5% in the second quarter. Vancity Investment Management Ltd now owns 39,789 shares of the financial services provider’s stock worth $9,797,000 after acquiring an additional 7,302 shares in the last quarter. Finally, California State Teachers Retirement System lifted its stake in shares of The PNC Financial Services Group by 24,820.0% in the 2nd quarter. California State Teachers Retirement System now owns 154,202,415 shares of the financial services provider’s stock valued at $37,967,719,000 after purchasing an additional 153,583,625 shares during the last quarter. 83.53% of the stock is currently owned by hedge funds and other institutional investors.
The PNC Financial Services Group Trading Up 0.0% Shares of The PNC Financial Services Group stock opened at $245.64 on Tuesday. The PNC Financial Services Group, Inc has a 1 year low of $176.88 and a 1 year high of $258.96. The company has a debt-to-equity ratio of 1.34, a current ratio of 0.85 and a quick ratio of 0.84. The firm has a fifty day moving average price of $249.51 and a 200 day moving average price of $229.96. The stock has a market cap of $98.00 billion, a PE ratio of 13.52, a price-to-earnings-growth ratio of 1.23 and a beta of 0.90.
The PNC Financial Services Group (NYSE:PNC – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The financial services provider reported $4.85 earnings per share for the quarter, beating the consensus estimate of $4.46 by $0.39. The firm had revenue of $6.88 billion for the quarter, compared to analysts’ expectations of $6.51 billion. The PNC Financial Services Group had a net margin of 21.41% and a return on equity of 12.48%. The company’s revenue was up 21.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.85 EPS. Equities research analysts predict that The PNC Financial Services Group, Inc will post 19.25 earnings per share for the current year. The PNC Financial Services Group Increases Dividend The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Monday, July 20th were given a dividend of $2.00 per share. This represents a $8.00 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date of this dividend was Monday, July 20th. This is a positive change from The PNC Financial Services Group’s previous quarterly dividend of $1.70. The PNC Financial Services Group’s dividend payout ratio is 44.03%.
Insider Buying and Selling In other The PNC Financial Services Group news, EVP Michael Thomas sold 1,500 shares of the company’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $238.14, for a total transaction of $357,210.00. Following the transaction, the executive vice president directly owned 5,059 shares in the company, valued at $1,204,750.26. This represents a 22.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Stacy M. Juchno sold 3,354 shares of The PNC Financial Services Group stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $255.84, for a total value of $858,087.36. Following the completion of the sale, the executive vice president directly owned 18,800 shares of the company’s stock, valued at $4,809,792. The trade was a 15.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.38% of the stock is currently owned by insiders.
Analysts Set New Price Targets Several equities analysts have recently weighed in on PNC shares. Truist Financial boosted their target price on The PNC Financial Services Group from $257.00 to $264.00 and gave the company a “hold” rating in a research report on Thursday, July 16th. Barclays lifted their price target on shares of The PNC Financial Services Group from $277.00 to $284.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Wells Fargo & Company increased their price objective on shares of The PNC Financial Services Group from $270.00 to $285.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. UBS Group raised their price objective on shares of The PNC Financial Services Group from $263.00 to $288.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Finally, Argus boosted their price objective on The PNC Financial Services Group from $250.00 to $280.00 and gave the company a “buy” rating in a report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, The PNC Financial Services Group presently has an average rating of “Moderate Buy” and an average price target of $265.73.
Get Our Latest Stock Report on PNC
The PNC Financial Services Group Company Profile (Free Report)
The PNC Financial Services Group, Inc is a diversified financial services company headquartered in Pittsburgh, Pennsylvania, offering a broad range of banking, lending, investment and wealth management services. PNC operates a national banking franchise with a significant retail branch network and dedicated capabilities for commercial, institutional and government clients. Its services are designed to serve individuals, small businesses, corporations and public sector entities across the United States.
PNC’s core business activities include consumer and business banking, residential mortgage lending, corporate and institutional banking, asset management and wealth advisory services.
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Hsbc Holdings PLC grew its position in shares of ResMed Inc. (NYSE:RMD – Free Report) by 13.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 355,518 shares of the medical equipment provider’s stock after buying an additional 42,007 shares during the period. Hsbc Holdings PLC owned about 0.25% of ResMed worth $69,292,000 as of its most recent SEC filing.
Several other hedge funds also recently made changes to their positions in the company. International Assets Investment Management LLC bought a new position in ResMed during the fourth quarter worth $25,000. Bell Investment Advisors Inc acquired a new position in ResMed in the second quarter worth $26,000. Imprint Wealth LLC bought a new stake in ResMed during the third quarter valued at $26,000. WFA of San Diego LLC bought a new stake in ResMed during the second quarter valued at $26,000. Finally, Sunbelt Securities Inc. acquired a new stake in shares of ResMed during the third quarter worth $31,000. Institutional investors and hedge funds own 54.98% of the company’s stock.
ResMed Stock Performance RMD stock opened at $228.25 on Tuesday. ResMed Inc. has a 1 year low of $180.26 and a 1 year high of $284.87. The stock has a market capitalization of $32.93 billion, a price-to-earnings ratio of 21.88, a PEG ratio of 1.44 and a beta of 0.77. The company has a debt-to-equity ratio of 0.06, a quick ratio of 2.42 and a current ratio of 3.10. The stock’s fifty day moving average is $216.10 and its two-hundred day moving average is $217.79.
ResMed (NYSE:RMD – Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The medical equipment provider reported $2.95 EPS for the quarter, topping the consensus estimate of $2.89 by $0.06. ResMed had a net margin of 26.94% and a return on equity of 25.58%. The business had revenue of $1.46 billion during the quarter, compared to analyst estimates of $1.46 billion. During the same quarter in the prior year, the firm earned $2.55 earnings per share. The company’s quarterly revenue was up 8.6% on a year-over-year basis. On average, research analysts predict that ResMed Inc. will post 12.02 EPS for the current year. ResMed Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, August 20th will be given a $0.66 dividend. This is a positive change from ResMed’s previous quarterly dividend of $0.60. The ex-dividend date is Thursday, August 20th. This represents a $2.64 annualized dividend and a yield of 1.2%. ResMed’s payout ratio is currently 25.31%.
Insider Activity In other ResMed news, Director Peter Farrell sold 8,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $225.00, for a total value of $1,800,000.00. Following the sale, the director owned 52,773 shares in the company, valued at approximately $11,873,925. This trade represents a 13.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Farrell sold 4,991 shares of ResMed stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $218.55, for a total value of $1,090,783.05. Following the sale, the chief executive officer directly owned 466,223 shares in the company, valued at approximately $101,893,036.65. This trade represents a 1.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 18,952 shares of company stock valued at $4,145,070. 0.65% of the stock is owned by insiders.
Wall Street Analyst Weigh In A number of research analysts have recently issued reports on the stock. Morgan Stanley restated an “equal weight” rating and issued a $230.00 price target (down from $286.00) on shares of ResMed in a research report on Wednesday, June 17th. Wells Fargo & Company lowered their price objective on shares of ResMed from $225.00 to $215.00 and set an “equal weight” rating for the company in a research report on Friday, August 7th. The Goldman Sachs Group reiterated a “buy” rating on shares of ResMed in a research note on Wednesday, July 1st. Rothschild & Co Redburn began coverage on shares of ResMed in a report on Wednesday, August 19th. They issued a “neutral” rating and a $230.00 target price on the stock. Finally, UBS Group restated a “buy” rating and issued a $300.00 target price on shares of ResMed in a research note on Tuesday, July 21st. Six research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, ResMed presently has a consensus rating of “Hold” and a consensus target price of $240.31.
View Our Latest Stock Analysis on ResMed
ResMed Company Profile (Free Report)
ResMed (NYSE: RMD) is a global medical device and cloud-connectivity company focused on improving outcomes for people with sleep-disordered breathing and chronic respiratory conditions. Founded in 1989, the company is headquartered in San Diego, California, and develops, manufactures and distributes a range of devices and software used by patients, clinicians and providers worldwide.
ResMed’s product portfolio centers on noninvasive ventilation and sleep therapy equipment, including continuous positive airway pressure (CPAP) and bilevel devices, masks and related accessories for the treatment of obstructive sleep apnea and other respiratory disorders.
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Key Takeaways Ingevity shares are up 19.2% YTD, supported by portfolio optimization and stronger hybrid demand. Adjusted EBITDA rose 14% to $115 million in Q2, while margin expanded to 36.6%.Ingevity raised 2026 adjusted EBITDA guidance to $380-$400 million amid improved earnings. Ingevity Corporation (NGVT - Free Report) shares have rallied 19.2% year to date. The company has also outperformed the Zacks Chemical - Specialty industry’s 9.1% growth over the same time frame. The rally has been supported by Ingevity’s successful portfolio optimization efforts, stronger demand for higher-value hybrid vehicle applications and pricing initiatives, which have improved earnings and boosted investor confidence in the company’s long-term growth prospects.
Image Source: Zacks Investment Research
Let’s take a look at the factors that are driving NGVT stock.
Portfolio Transformation & Higher Margins Support GrowthIngevity continues to benefit from its efforts to streamline and optimize its portfolio, with a focus on higher-margin businesses and enhancing the quality of its earnings. The company has made considerable progress in this strategy through the divestiture of its Industrial Specialties business, Ozark Materials Road Markings product line and crude tall oil refinery, while the Advanced Polymer Technologies business remains under the divestiture process. The sale of the Ozark Road Markings business for approximately $65 million strengthened the company’s portfolio.
Ingevity’s earnings are also supported by strategic acquisitions, including Georgia-Pacific’s pine chemicals business. Cost-reduction initiatives, pricing actions and favorable product mix have further aided profitability. These measures have helped the company mitigate inflationary pressures and maintain an impressive financial performance amid an uncertain macroeconomic backdrop.
In the second quarter, adjusted EBITDA climbed 14% year over year to $115 million, while adjusted EBITDA margin expanded to 36.6%. Management also raised its 2026 adjusted EBITDA guidance to $380-$400 million, reflecting confidence in the company’s earnings.
The company is also gaining from the increasing penetration of hybrid vehicles. As consumer preferences have shifted toward hybrids, particularly following the expiration of EV tax credits, demand for advanced and higher-value activated carbon solutions has improved. This trend, together with pricing actions and a favorable product mix, has supported sales and profitability in Performance Materials. Management expects the growing adoption of hybrids to develop into a broader global trend, offering lucrative growth potential in the future.
Overall, continued portfolio simplification, improving margins, pricing benefits and rising demand for higher-value applications should support Ingevity’s earnings growth and enhance long-term shareholder value.
NGVT’s Zacks Rank & Other Key PicksNGVT currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks in the Basic Materials space are Neo Performance Materials Inc. (NOPMF - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and Avient Corporation (AVNT - Free Report) .
While NOPMF currently sports a Zacks Rank #1 (Strong Buy), CRS and AVNT carry a Zacks Rank #2 each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for NOPMF’s 2026 earnings is pegged at $1.4 per share, indicating a 185.71% year-over-year increase. NOPMF’sshares have gained 84.1% over the past year.
The Zacks Consensus Estimate for CRS’ fiscal 2027 earnings is pegged at $12.92 per share, indicating a rise of 20.07% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.39%.
The Zacks Consensus Estimate for AVNT’s current-year earnings is pinned at $3.2 per share, indicating a 13.48% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 3.4%. AVNT’s shares have gained 17.4% over the past year.
GlobalFoundries uzavřela s americkým ministerstvem obchodu definitivní dohodu o grantu až ve výši 375 milionů USD na výzkum a vývoj kvantových čipů. Cílem je posílit domácí výrobu a vedoucí postavení USA v kvantových technologiích.
MALTA, N.Y., Sept. 08, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced it has finalized a definitive agreement with the U.S. Department of Commerce’s CHIPS Research and Development Office for a $375 million award for research and development to accelerate the company's Quantum Technology Solutions (QTS) business, designed to help scale domestic quantum semiconductor manufacturing and strengthen the United States' leadership in quantum technologies.
The agreement advances the goal of establishing a secure, U.S.-based ecosystem for the development and manufacturing of quantum chips. Through Quantum Technology Solutions, GF is accelerating R&D and expanding access to advanced manufacturing capabilities and enabling quantum computing companies to move from research and prototyping toward commercial-scale production. Under the agreement, GF is eligible to receive up to $375 million in funding over a five-year period tied to the achievement of specified milestones.
"This is another important milestone for Quantum Technology Solutions and our efforts to build a scalable domestic quantum manufacturing ecosystem," said Nicholas Sergeant, vice president and general manager of Quantum Technology Solutions at GlobalFoundries. "Since launching, we have expanded engagement with customers and ecosystem partners who are leveraging GF's R&D and manufacturing expertise to address some of the industry's most challenging scaling requirements. We're grateful for the Department of Commerce's support as we continue building the foundation for a secure, domestic quantum manufacturing ecosystem."
GF has continued to advance its quantum technology roadmap and deepen collaborations across the quantum ecosystem. The company's efforts are focused on enabling the transition from research-driven innovation to scalable manufacturing through differentiated capabilities in cryogenic CMOS technologies, advanced packaging and heterogeneous integration, helping position GF as a foundry partner of choice for emerging quantum applications.
The completion of the agreement reflects continued progress toward establishing a robust U.S. quantum supply chain and expands GF's broader efforts to advance critical semiconductor technologies. GF has also recently announced it has entered into a $300 million letter of intent with the Department's CHIPS Research and Development Office to accelerate R&D in silicon photonics. GF’s initiatives in quantum computing and next-generation optical connectivity are two technologies expected to be foundational to future AI infrastructure and advanced computing systems. GF is focused on continuing to strengthen its position as a trusted manufacturing partner for emerging technology innovators through investments in research.
About GF
GlobalFoundries (GF) is a leading manufacturer of essential semiconductors, enabling AI at scale from the cloud to the physical world. Through deep partnerships with customers, GF delivers differentiated, power efficient and high performance solutions for automotive, aerospace and defense, data center, smart mobile devices, internet of things and other high growth markets. With global manufacturing operations across the U.S., Europe and Asia, GF is a trusted and holistic technology partner for customers around the world. GF’s talented, global team remains focused every day on security, longevity and sustainability. For more information, visit www.gf.com.
Forward-Looking Statements
This press release includes “forward-looking statements” that reflect our current expectations and views of future events. These forward-looking statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995 and include but are not limited to, statements regarding our financial outlook, future guidance, product development, business strategy and plans, and market trends, opportunities and positioning. These statements are based on current expectations, assumptions, estimates, forecasts, projections and limited information available at the time they are made. Words such as “expect,” “anticipate,” “should,” “believe,” “hope,” “target,” “project,” “goals,” “estimate,” “potential,” “predict,” “may,” “will,” “might,” “could,” “intend,” “shall,” "outlook," "on track" and variations of these terms or the negative of these terms and similar expressions are intended to identify these forward-looking statements, although not all forward-looking statements contain these identifying words. Forward-looking statements are subject to a broad variety of risks and uncertainties, both known and unknown. Any inaccuracy in our assumptions and estimates could affect the realization of the expectations or forecasts in these forward-looking statements. For example, our business could be impacted by geopolitical conditions such as the ongoing political and trade tensions with China and the continuation of conflicts in the Middle East and Ukraine; ongoing political developments in the United States, and in particular, any political and policy-related changes that may impact our industry and the market generally, such as the imposition of trade controls, tariffs and counter-tariffs between the United States and its trade partners and new legislation; the market for our products may develop or recover more slowly than expected or than it has in the past; we may fail to achieve the full benefits of our strategic optimization efforts; our operating results may fluctuate more than expected; there may be significant fluctuations in our results of operations and cash flows related to our revenue recognition or otherwise; a network or data security incident that allows unauthorized access to our network or data or our customers’ data could result in a system disruption, loss of data or damage our reputation; we could experience interruptions or performance problems associated with our technology, including a service outage; global economic conditions could deteriorate, including due to rising inflation and any potential recession; the expected benefits of our announced partnerships may fail to materialize; and we may fail to achieve the anticipated results or benefits from funding received (including awards under the U.S. CHIPS and Science Act and New York State Green CHIPS) and our expected results and planned or further expansions and operations may not proceed as planned if funding we expect to receive is delayed or withheld for any reason. It is not possible for us to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results or outcomes to differ materially from those contained in any forward-looking statements we may make. Moreover, we operate in a competitive and rapidly changing market, and new risks may emerge from time to time. You should not rely upon forward-looking statements as predictions of future events. These statements are based on our historical performance and on our current plans, estimates and projections in light of information currently available to us, and therefore you should not place undue reliance on them.
Although we believe that the expectations reflected in our statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances described in the forward-looking statements will be achieved or occur. Moreover, neither we, nor any other person, assumes responsibility for the accuracy and completeness of these statements. Recipients are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date such statements are made and should not be construed as statements of fact. Except to the extent required by federal securities laws, we undertake no obligation to update any information or any forward-looking statements as a result of new information, subsequent events or any other circumstances after the date hereof, or to reflect the occurrence of unanticipated events. For a discussion of potential risks and uncertainties, please refer to the risk factors and cautionary statements in our 2025 Annual Report on Form 20-F, current reports on Form 6-K and other reports filed with the Securities and Exchange Commission (SEC). Copies of our SEC filings are available on our Investor Relations website, investors.gf.com, or from the SEC website, www.sec.gov.
Nykredit A/S ve 2. čtvrtletí koupila novou pozici v EastGroup Properties, a to 3 780 akcií za zhruba 766 000 USD. REIT zároveň za čtvrtletí vykázal EPS 1,40 USD při tržbách 193,33 milionu USD.
Nykredit A S bought a new position in EastGroup Properties, Inc. (NYSE:EGP – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The firm bought 3,780 shares of the real estate investment trust’s stock, valued at approximately $766,000.
A number of other large investors have also recently modified their holdings of the stock. BlackRock Inc. purchased a new position in shares of EastGroup Properties during the second quarter valued at about $1,553,186,000. Norges Bank bought a new stake in EastGroup Properties during the 4th quarter valued at approximately $281,054,000. Deutsche Bank AG bought a new stake in EastGroup Properties during the 2nd quarter valued at approximately $114,775,000. Bank of America Corp DE purchased a new position in shares of EastGroup Properties during the 2nd quarter worth approximately $94,505,000. Finally, Bank of New York Mellon Corp purchased a new position in shares of EastGroup Properties during the 2nd quarter worth approximately $93,282,000. Institutional investors own 92.14% of the company’s stock.
Wall Street Analyst Weigh In A number of research analysts have recently commented on EGP shares. Citigroup raised their target price on EastGroup Properties from $235.00 to $250.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Morgan Stanley increased their price objective on EastGroup Properties from $215.00 to $231.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 27th. JPMorgan Chase & Co. raised their price objective on EastGroup Properties from $210.00 to $231.00 and gave the company a “neutral” rating in a research report on Friday, July 24th. Wells Fargo & Company boosted their target price on shares of EastGroup Properties from $221.00 to $232.00 and gave the company an “overweight” rating in a report on Tuesday, September 1st. Finally, Royal Bank Of Canada upped their target price on shares of EastGroup Properties from $208.00 to $220.00 and gave the stock a “sector perform” rating in a research report on Monday, August 3rd. Twelve analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $221.68.
View Our Latest Stock Analysis on EastGroup Properties EastGroup Properties Trading Up 0.1% EastGroup Properties stock opened at $198.77 on Tuesday. EastGroup Properties, Inc. has a 12 month low of $163.10 and a 12 month high of $226.71. The company has a market capitalization of $10.69 billion, a price-to-earnings ratio of 34.87, a price-to-earnings-growth ratio of 2.89 and a beta of 1.01. The business’s fifty day simple moving average is $206.86 and its two-hundred day simple moving average is $200.26. The company has a current ratio of 0.16, a quick ratio of 0.16 and a debt-to-equity ratio of 0.45.
EastGroup Properties (NYSE:EGP – Get Free Report) last issued its quarterly earnings results on Wednesday, July 22nd. The real estate investment trust reported $1.40 earnings per share for the quarter, beating the consensus estimate of $1.31 by $0.09. The firm had revenue of $193.33 million during the quarter, compared to the consensus estimate of $193.61 million. EastGroup Properties had a return on equity of 8.61% and a net margin of 40.47%.The company’s revenue was up 9.0% on a year-over-year basis. During the same period last year, the company earned $2.21 earnings per share. EastGroup Properties has set its FY 2026 guidance at 9.520-9.660 EPS. As a group, equities analysts predict that EastGroup Properties, Inc. will post 9.6 earnings per share for the current fiscal year.
EastGroup Properties Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Wednesday, September 30th will be issued a $1.75 dividend. This represents a $7.00 annualized dividend and a yield of 3.5%. This is a boost from EastGroup Properties’s previous quarterly dividend of $1.55. The ex-dividend date of this dividend is Wednesday, September 30th. EastGroup Properties’s dividend payout ratio is presently 108.77%.
EastGroup Properties Profile (Free Report)
EastGroup Properties, Inc (NYSE: EGP) is a real estate investment trust specializing in the ownership, development and management of industrial properties. Focused primarily on distribution-oriented facilities, the company’s portfolio consists of modern warehouse and light manufacturing buildings located in high-growth Sunbelt markets. EastGroup concentrates on delivering strategic logistics solutions to customers requiring proximity to transportation hubs and major population centers across the southern United States.
Since its founding in 1969, EastGroup has pursued a disciplined growth strategy that combines property development, targeted acquisitions and hands-on asset management.
Read More Five stocks we like better than EastGroup Properties 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane Want to see what other hedge funds are holding EGP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for EastGroup Properties, Inc. (NYSE:EGP – Free Report).
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Carlyle rozšiřuje wealth platformu, aby zpřístupnil privátní trhy poradcům a bonitním klientům. Cílí na více než 2,8 miliardy USD na poplatcích za správu do roku 2028, oproti 2,2 miliardy USD v roce 2025.
Key Takeaways CG is expanding its wealth platform to broaden private-market access for advisors and high-net-worth clients.MAI Capital and Intelliflo add wealth-management distribution and technology capabilities to CG's platform.Carlyle targets more than $2.8 billion in management fees by 2028, up from $2.2 billion in 2025. The Carlyle Group Inc. (CG - Free Report) is expanding its wealth-management business to support fee revenue growth. The company’s segment fee revenues expanded at a 5.7% compound annual growth rate (CAGR) during 2022-2025 and continued to increase in the first half of 2026. As of June 30, 2026, fund management fees represented 73.7% of total segment fee revenues. Expanding its reach among wealth clients and advisors represents an important opportunity for CG to broaden the base supporting future management-fee growth.
To capitalize on this opportunity, Carlyle is expanding its Global Wealth platform to make its private-market strategies more accessible to high-net-worth investors, financial advisors and other wealth clients. The company is strengthening this channel through acquisitions that add both distribution capabilities and technology.
In June 2026, the company completed the acquisition of a majority stake in MAI Capital Management, giving it a direct presence in the advisor-led wealth-management market. The transaction provides CG with a platform to expand its wealth client base and pursue further opportunities in the registered investment adviser market. Earlier, in December 2025, it also acquired Intelliflo from Invesco, adding wealthtech capabilities and digital infrastructure to its platform.
Carlyle is also expanding its wealth reach through partnerships. In April 2026, the company expanded its partnership with SEI to develop private-market solutions for wealth and retirement investors. Earlier, in June 2025, CG partnered with UBS Group’s Unified Global Alternatives business to develop an open-ended private-equity secondaries solution for wealth clients. These partnerships can expand its distribution reach and provide greater access to wealth clients and advisors.
These efforts are expected to strengthen Carlyle’s wealth and retirement business and support future fundraising. The company is targeting more than $2.8 billion in management fees by 2028 compared with $2.2 billion in 2025. Management expects wealth and retirement to account for 20% of more than $200 billion in targeted inflows through 2028. Higher inflows from these channels could increase fee-generating assets and support management-fee revenue growth.
Overall, the company is strengthening its wealth business through acquisitions, technology and partnerships. By expanding access to private-market strategies and broadening its distribution reach, these efforts can drive higher fundraising and fee-generating assets. This expansion will support management-fee growth and create additional avenues for fee revenue growth.
Other Finance Firms Expanding Wealth Management CapabilitiesOther financial firms, including Goldman Sachs (GS - Free Report) and SouthState Bank (SSB - Free Report) , are also expanding their wealth-management businesses to strengthen fee-based revenue and diversify growth.
Goldman Sachs is expanding its Asset & Wealth Management business through acquisitions and new investment offerings. Recent moves, including the acquisitions of Innovator Capital Management and Industry Ventures and the planned acquisitions of NEOS Investments and LCN Capital Partners, are broadening its product capabilities and wealth-management reach. Goldman Sachs’ earnings are projected to rise 13.2% over the next three to five years.
Similarly, SouthState Bank is expanding its wealth-management platform through acquisitions and advisor investments. Trust and investment services income expanded at a 14.6% CAGR during 2021-2025, with growth continuing in the first half of 2026. The Independent Bank acquisition added Private Capital Management, while its merger with SouthState Advisory further strengthened wealth capabilities. SouthState Bank expects fee income to reach 55-60 basis points of average assets in 2026.
Carlyle’s Price Performance & Zacks RankOver the past six months, CG shares have lost 3.8% against the industry’s 15.3% growth.
Image Source: Zacks Investment Research
Currently, Carlyle carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Gartner (IT -5.93%) shareholders enjoyed a month of huge gains in August. The stock moved 31.2% higher in the period, according to data from S&P Global Market Intelligence.
The broader market saw bullish momentum last month, with the S&P 500 up 2.6% and the Nasdaq Composite up 3.9%. But while the positive trading backdrop for the market at large helped support Gartner's gains, it was the company's better-than-expected second-quarter report that was the biggest catalyst.
Image source: Getty Images.
Gartner's Q2 report helped quiet fears surrounding the stock Gartner released its Q2 report before the market opened on Aug. 4, and the company's results and forward guidance were significantly better than expected. The research and information services specialist posted non-GAAP (adjusted) earnings per share of $4.37, exceeding the average analyst estimate by $0.64 per share.
Revenue was still down 0.6% year over year at $1.68 billion, but it beat the average analyst target by roughly $50 million. Meanwhile, sales were actually up 2.8% using the company's adjusted comparison.
Investors have been concerned that the business would face a challenging sales environment amid the rise of artificial intelligence, and there has been some evidence that the trend is pressuring demand. With indications that revenue is either stabilizing or seeing modest growth, depending on the comparison methodology, the Q2 sales performance provided some counter-indicators that these concerns may be overblown.
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Perhaps even more importantly, the big earnings beat in the quarter shows that the company was able to find areas for improved operational efficiency at a time when sales growth has been harder to come by. Net income increased 14.4% year over year to $275 million, and free cash flow was up 8.9% to $378 million.
Gartner's guidance also spurred bullish sentiment With its Q2 report, Gartner raised its guidance for full-year earnings per share from $13.25 to $14. The company also hiked its FCF target to $1.19 billion -- up from $1.16 billion. While sales guidance was revised down to roughly $6.375 billion from roughly $6.405 billion due to currency headwinds, the stronger outlook on earnings was more than enough to offset the sales forecast shift in the eyes of investors.
Gartner stock also had substantial short interest heading into the publication of its Q2 results, and the better-than-expected print for the quarter and forward guidance may have produced short covering that helped create a huge rally for its share price. The company still has to prove that it can sustain its earnings momentum, but its recent business update was reassuring given some of the concerns surrounding its outlook.
Tržby společnosti Marvell Technology ve 2. čtvrtletí vzrostly o 37 % na 2,73 miliardy USD, ale akcie klesly po slabším výhledu. Firma čeká ve 3. čtvrtletí tržby 3,15 miliardy USD.
Marvell Technology MRVL stock has slipped over 31% from its year-to-date high, mirroring the performance of other semiconductor companies. The stock was recently trading around $223, down 32% from its highest point this year.
Similarly, popular ETFs such as the Schwab Semiconductor Index Fund (SOXX) and the VanEck Semiconductor ETF (SMH) have fallen by more than 19% and 15%, respectively, from their yearly highs.
Marvell Technology is a top technology company in the semiconductor industry, where it offers products across compute, networking, storage, and ASIC industries. Its business is firing on all cylinders, with its top clients like Google, Amazon, and Microsoft continuing doing well.
The most recent results showed that its revenue rose by 37% in the second quarter to $2.73 billion. This growth was driven by record data center revenue, which soared by 46% to $2.17 billion. Its communications revenue rose by 10% to $568 million.
MRVL stock dropped after its guidance came short of expectations. It expects revenue will rise by 50% in the third quarter to $3.15 billion, with its annual revenue growing by 60% this year. The management sees its FY’27 and FY’28 revenues hitting $12 billion and $18 billion, respectively.
This revenue is expected to keep rising because of its large deals with its top clients. It recently reached a $12.2 billion deal with Google for its custom chips. A Reuters report showed that this business will generate over $120 billion through fiscal 2033. The company will make $25 billion a year from 2028. Most notably, it has similar deals with companies like Amazon and Microsoft.
Analysts are optimistic that the company will continue rising. Yahoo Finance data shows that the revenue will jump by 46% to $12 billion this year, followed by 51% to $18.2 billion. The same is happening with its profitability, with the earnings-per-share (EPS) expected to hit $4.2 and $6.72 in 2025 and 2026, respectively.
A key challenge is that its business is highly overvalued. It has a forward price-to-earnings ratio of 75, which is slightly higher than the industry average of 22. On a GAAP basis, the forward PE ratio is 124, higher than the sector median of 28. These metrics are higher than other popular companies like Microsoft, Nvidia, and Google.
Marvell Technology stock | Source: TradingView
The daily chart shows that the MRVL stock has rebounded, moving from a low of $162.8 in July to the current $223. It has remained slightly above the 100-day Exponential Moving Average (EMA). It is also modestly above the 50% Fibonacci Retracement level.
The risk, however, is that the stock has formed a bearish flag pattern, a common continuation sign in technical analysis. It is also between the first support and the second support lines of the Andrews pitchfork.
These technicals suggest that the stock may resume the downward trend. If this happens, it will drop to the key support level of $162, its lowest level in July. This view will be confirmed if it slips below the 100-day moving average and the lower side of the pitchfork tool.
Michael Burry přesouvá sázky mimo AI a nakupuje call opce hlavně na UNH, REGN a LULU. Největší pozice má v UNH (18,88 %), REGN (18,16 %) a LULU (16,43 %).
While Wall Street piles into AI darlings, Michael Burry is quietly loading up on call options in three stocks the market left for dead, and his biggest bets carry a very specific thesis about where the crowd got it wrong.
Michael Burry, the Scion Asset Management founder made famous by The Big Short, has rotated hard into three names Wall Street left for dead. According to a portfolio breakdown circulating this week, his largest position is UNH calls at 18.88%, followed by REGN calls at 18.16% and LULU calls at 16.43%. Nine of ten disclosed positions are call options, giving him leveraged upside on the dip with defined downside. Notably absent: the mega-cap AI trade.
Burry’s pitch, as summarized in the disclosure, is that UnitedHealth, Lululemon, Estee Lauder, and JD.com are all names that got destroyed, and he is betting they snap back hard. Here is what the fundamentals say about the three healthcare and consumer bets he sized largest.
UnitedHealth: Margin Recovery Already Underway UnitedHealth Group (NYSE:UNH | UNH Price Prediction) trades at $394.34, up 21.06% year to date but still languishing after a brutal 2025. The Q2 2026 report gave Burry’s thesis teeth. Adjusted EPS came in at $6.38 on revenue of $112.03B, and consolidated operating earnings jumped to $7.99B from $5.15B a year earlier, a 55% increase. The medical care ratio improved to 86.7% from 89.4%, aided by $860M in favorable prior-period reserve development.
Management raised full-year adjusted EPS guidance to $19.50 to $20.00 and doubled the 2026 buyback commitment to at least $5B. CFO Dan Keeter framed the setup on the call: “I see 26 as a delay to that margin recovery trajectory not a setback.” Consensus for fiscal 2027 EPS has climbed to $22.44, putting the stock at roughly 18 times forward earnings. See the Q2 8-K for the raw release.
Regeneron: Dupixent Offsets EYLEA Erosion Regeneron Pharmaceuticals (NASDAQ:REGN) has been the quiet winner of the three, up 47.74% over the past year to $833.83. Q2 was a blowout: non-GAAP EPS of $14.29 versus the $8.00 consensus, a 78.62% surprise, and revenue up 16.7% to $4.29B. Dupixent, partnered with Sanofi, hit $6 billion in global net sales, up 38% year over year, with more than 1.5 million patients actively treated worldwide.
EYLEA HD U.S. sales grew 52% to $962.6M, cushioning the biosimilar-driven 45% decline in legacy EYLEA. Crucially, Regeneron fully repaid the Sanofi development balance at the end of Q2, which management said will produce a meaningful step-up in collaboration profits from Q3 onward. That is the fundamental catalyst behind Burry’s call bet.
Lululemon: Deep-Value Bet on a Broken Brand Lululemon Athletica (NASDAQ:LULU) is the most controversial position, down 52.07% year to date to $99.60. Q2 fiscal 2027, reported September 3, showed why. Revenue fell to $2.42B, down 4.3% YoY, with comparable sales down 9% globally and Americas comps down 12%. Women’s leggings sales declined approximately 20% in Q2. Management cut full-year 2026 revenue guidance to $10.35B to $10.50B and EPS to $9.48 to $9.73.
Burry’s contrarian read, per the summary: Lululemon has substantial cash and almost no debt, historically high returns on capital, and tangible value that has grown even as the stock collapsed. He has reportedly called LULU “screaming cheap” and kept adding despite the pain. Incoming CEO Heidi O’Neill joined the week after the Q2 report, and the company repurchased 2.7 million shares for $330M in Q2. Our earlier take on the setup is here.
What to Watch Next Burry’s structure matters as much as his picks. Calls decay, so timing is everything. UnitedHealth’s Q3 earnings report on Medicare cost trends, Regeneron’s November 2026 FDA decision on simdesiran, and Lululemon’s holiday comps under new leadership are the three catalysts that will decide whether Burry’s short-dated bets pay or expire worthless. For investors, the value is in noting where a well-known contrarian sees mispriced risk while the crowd chases GPUs (we studied a batch of recent runners most investors ignored and turned the pattern into a free report on the winners you already missed).
Contact [email protected] for any questions or corrections.
AMKR za měsíc klesl o 9,6 %, ale firma hlásí silný růst pokročilých produktů: ve 2. čtvrtletí 2026 tržby činily 1,56 mld. USD oproti 1,23 mld. USD před rokem.
Key Takeaways AMKR fell 9.6% in a month, but the pullback may offer a lower-priced entry into its long-term growth story.Advanced products generated $1.56B in Q2 2026, up from $1.23B a year earlier, supporting AMKR's growth.AMKR is expanding capacity in Arizona, Korea and Vietnam to aid advanced packaging and data-center demand. Amkor Technology (AMKR - Free Report) has struggled to keep pace with its industry and broader sector, with shares down 9.6% over the past month. In comparison, the Zacks Electronics - Semiconductors industry has declined 1.9%, while the broader Computer and Technology sector has edged up 0.5%.
AMKR shares have also underperformed Micron Technology (MU - Free Report) , Cohu, Inc. (COHU - Free Report) and KLA Corporation (KLAC - Free Report) over the same period. Micron Technology led the group with an 18.1% gain, followed by Cohu’s 2.5% increase, while KLA Corporation has declined 3.7%.
One-Month Price Comparison
Image Source: Zacks Investment Research
AMKR’s recent decline appears to be driven primarily by near-term Communications weakness, ongoing smartphone and memory-related pressures, the temporary System-in-Package (SiP) transition and concerns surrounding its heavy capacity investments. However, these challenges need to be viewed against Amkor’s broader long-term strategy. The company is increasing investment in advanced packaging, expanding its manufacturing footprint and deepening relationships with key semiconductor players.
Importantly, Amkor's recent investments are increasingly aligned with some of the semiconductor industry's strongest structural growth trends. The company is seeing rising demand for Advanced Packaging, AI and high-performance computing (HPC), automotive and ADAS applications, while its strategic partnerships with TSMC and NVIDIA could strengthen its position.
Therefore, this recent price drop could present an opportunity for investors to buy shares at a lower price and participate in Amkor's long-term growth potential.
Strong Advanced Packaging Growth Supports AMKRAmkor’s long-term growth prospects are increasingly tied to the structural shift toward Advanced Packaging, as rising AI, high-performance computing (HPC) and data-center complexity require higher integration, performance and power efficiency. The company has established capabilities across 2.5D integration, high-density fan-out (HDFO), advanced flip chip, wafer-level processing and advanced SiP. Its second quarter 2026 results showed this opportunity gaining traction, with advanced products generating $1.56 billion of revenue, up from $1.23 billion a year earlier. It also reported growing customer engagements across 2.5D, HDFO and emerging co-packaged optics, including a data-center CPU HDFO program that began ramping in the second quarter.
The opportunity extends beyond near-term revenue growth because advanced packaging can support higher-value applications and improve Amkor’s overall product mix and earnings power. The company is deepening strategic relationships with TSMC and NVIDIA, while expanding advanced-packaging capacity in Arizona and Korea. Management said several technology platforms were already operating at full capacity and that customer engagements increasingly involve longer planning horizons and capacity alignment. This is important for investors, as a greater mix of advanced packaging will enable AMKR to capture more value from the growth of AI and HPC, while simultaneously facilitating better utilization of its expanded manufacturing base.
Geographic Diversification Gives AMKR a Competitive EdgeAmkor’s broad and strategically located manufacturing footprint is a key competitive advantage, giving customers greater geographic flexibility, supply-chain resiliency and regional manufacturing options. The company’s facilities across key regions in Asia and Europe allow customers to diversify supply chains and mitigate operational risks, while its U.S. headquarters and new Arizona facility strengthen its ability to support customers seeking to regionalize semiconductor production. Importantly, AMKR’s geographic diversity also allows it to qualify production at multiple sites and optimize asset utilization, providing greater flexibility as customer demand shifts across markets and technologies.
Amkor is expanding this footprint in a way that is increasingly aligned with long-term customer requirements. Phase 1 of the Arizona facility is fully committed, while new capacity is being added in Korea, including a Songdo assembly and test building and additional Gwangju cleanroom capacity expected to support data-center and advanced-packaging opportunities from 2028 onward. Amkor is also expanding facilities in Vietnam, Portugal and Taiwan. The move of SiP production from Korea to Vietnam is particularly strategic because it frees capacity in Korea for rapidly scaling, higher-value Computing programs while increasing SiP and NAND capacity in Vietnam.
Amkor’s geographic diversification could become an increasingly important competitive advantage as semiconductor customers seek greater supply-chain resilience and regionalized production. While Micron Technology, Cohu and KLA Corporation also maintain broad global footprints, their geographic networks support different business models. AMKR’s footprint is directly aligned with its OSAT operations, enabling customers to access packaging and test capacity across multiple locations. Its investments in Arizona, Korea, Vietnam, Portugal and Taiwan further strengthen this flexibility and align capacity with evolving customer requirements. For investors, this could help AMKR win new programs, deepen customer relationships and support more durable long-term growth.
AMKR Stock Trades Lower Than Its Growth ProspectsAmkor shares appear attractively valued, offering investors a potentially compelling entry point relative to the company’s growth outlook. The stock’s Zacks Value Score of A indicates an attractive valuation, while its VGM Score of B suggests better returns.
Amkor’s earnings outlook further strengthens the investment case. The Zacks Consensus Estimate for 2026 earnings stands at $2.6 per share, implying robust year-over-year growth of 73.3%. This strong expected earnings expansion suggests that the stock’s current valuation may not fully reflect its growth potential.
AMKR also trades at a forward P/B ratio of 2.53X, well below the industry and sector averages of 8.72X and 8.87X, respectively. The significant valuation discount, combined with strong projected earnings growth, indicates that AMKR may be trading below levels justified by its underlying growth prospects, presenting potential upside for value-oriented investors.
AMKR’s P/B Ratio (TTTM)
Image Source: Zacks Investment Research
Parting Thoughts on AMKRAmkor’s recent pullback provides an attractive entry point for investors seeking to capitalize on the company’s strong long-term growth potential. Strong Advanced Packaging demand, AI and HPC opportunities, geographic diversification and strategic partnerships provide solid growth drivers. Combined with attractive valuation and robust earnings expectations, AMKR’s growth-driven prospects make the current dip a potential buying opportunity for investors.
AMKR currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Írán pohrozil americkým energetickým aktivům v Perském zálivu a ropa WTI vystřelila nad 91,48 USD za barel. Trh už se přesouvá do ropných, rafinérských a tankerových titulů.
Iran's latest threat against US energy assets in the Gulf sent oil past $91 a barrel, and the money is already rotating into a handful of names before most investors notice the trade is live.
Iran told Reuters on September 7 that US energy assets in the Gulf are vulnerable after the latest round of clashes, and the market is already pricing the threat: WTI printed $91.48 per barrel on September 1, up 9.0% in a week. If Tehran follows through, the money is already moving into the five names below. Miss the rotation and you are buying the top.
1. Transocean (The Rig Shortage No One Is Pricing) Transocean (NYSE:RIG | RIG Price Prediction) is a rig lessor. It owns and leases the ultra-deepwater and harsh-environment floaters that operators need when Middle East supply gets unreliable and majors race to sanction non-OPEC barrels. CEO Keelan Adamson told investors that “supply disruptions around the world, continued growth in oil and gas capex, and strong demand for our rigs all reinforce our view that we are in a multi-year upcycle for offshore drilling.”
The Q2 2026 numbers back him up. Transocean carries a $7.1 billion backlog at an implied average dayrate above $450,000, added $3.1 billion in contracts year to date including the Equinor award, and posted 97.0% fleet-wide revenue efficiency. Management expects deepwater utilization to move well into the 90% range during 2027.
The stock has already begun to move: RIG is up 88.71% over the past year and 41.65% year to date through September 4. That is the setup nobody is watching. The heavyweight below is the one everybody already owns.
2. Diamondback Energy (The Permian Cash Machine) Diamondback Energy (NASDAQ:FANG) is the pure-play US shale barrel that gets repriced every time an Iranian drone flies. Its production sits in the Permian, not the Persian Gulf, and its CEO Kaes Van’t Hof has been the loudest voice on Wall Street framing the trade. On the Q2 call he said “the disruption of oil flows through the Strait of Hormuz has triggered the largest supply shock in the history of the global oil market” and told investors he believes the restocking required to rebuild global inventories has structurally raised the floor for oil prices.
Q2 2026 turned that thesis into cash. Diamondback booked adjusted EPS of $6.48 on $5.56 billion in revenue, beating estimates by 8.32% and 12.3%, with a realized oil price of $96.82 per barrel versus $63.23 a year earlier and free cash flow of $2.33 billion. The board doubled the buyback authorization to $16.0 billion, with $9.9 billion remaining.
Shares are up 34.77% year to date through September 4. Fine. Now ask who monetizes the barrel after Diamondback pumps it.
3. Marathon Petroleum (The Refiner Running Hot) Marathon Petroleum (NYSE:MPC) is the crack-spread trade. When Gulf tensions curtail foreign refinery runs and US fuel prices hit a record Labor Day high, according to the Associated Press, MPC captures the spread. Management said on the Q2 call that global refining downtime is running roughly 4 million barrels per day above historical norms, driven by Persian Gulf disruptions and Ukrainian strikes on Russian infrastructure.
Q2 results were a monster. MPC delivered EPS of $17.73 versus a $13.9518 consensus, revenue of $51.99 billion, and R&M margin of $36.33 per barrel versus $17.58 a year earlier. Systemwide crude utilization ran 94%, with Gulf Coast refineries at 100%, and the company returned over $2.8 billion to shareholders in the quarter with $6.1 billion left on the buyback.
The market has noticed. MPC is up 141.93% year to date and 30.97% in the past month alone through September 4. Which brings us to the ships that move the barrels the refiners cannot get any other way.
Marathon Petroleum Refining Snapshot Metric Q2 2026 Year Ago R&M adjusted EBITDA $6.66B $1.89B R&M margin per barrel $36.33 $17.58 Net income to MPC $5.14B $1.22B 4. Scorpio Tankers (The Rerouting Trade) Scorpio Tankers (NYSE:STNG) operates the product tankers that carry gasoline, diesel, and jet fuel around the world. When Hormuz traffic reroutes and Red Sea risk pushes owners around the Cape of Good Hope, sailing distances balloon and ton-mile demand spikes. Management described the setup bluntly: “I’ve never seen a July or August market like this. This is not what you would consider to be a normal summer low.”
For Q2 Scorpio posted revenue of $408.73 million, up 77.5% year over year, and average daily TCE revenue more than doubled to $52,661 from $25,569. Q3 is already booking at elevated levels: LR2 spot rates at $65,000 per day with 34% booked, MR at $29,000 per day with 46% booked. The balance sheet is fortified with roughly $2.0 billion of unrestricted cash plus a $483.2 million undrawn revolver.
STNG has rallied 64.86% year to date through September 4. Solid. But there is one operator whose fleet is levered directly to the choke point itself.
5. Frontline (The Payoff Trade on the Choke Point) Frontline (NYSE:FRO) is the pure-play VLCC and Suezmax operator whose earnings live and die by the Strait of Hormuz. CEO Lars Barstad did not hedge on the Q2 call: “The current market dwarfs the previous cycles.” Frontline cited an 82% reduction in crude oil exports from inside the Strait of Hormuz and a 23% increase in idling days per VLCC, both of which tighten effective fleet supply even as headline volumes fall.
Q2 delivered a profit of $659.2 million, or $2.96 per share, the best quarter Frontline has ever recorded, with Q2 VLCC TCE of $152,700 per day and Suezmax of $111,400 per day. Management then paid the money out: the latest declared dividend of $2.61 per share is the largest in Frontline’s recent history, and Barstad framed the capital-return posture starkly: “Our proposition to investors continues to be that we pay everything out.”
The market has already awarded the payoff. FRO is up 127.11% year to date and 133.08% over the past year through September 4. It is the cleanest way to own the choke point without predicting whether it closes.
Year-to-Date Price Performance Trade in One Breath Iran’s warning is the catalyst; the setup is already in motion. Offshore rigs get scarcer, US shale barrels get bid, refiners bank the crack, and the tankers that carry what is left charge whatever the market will pay. Every one of these names posted a blowout Q2 into the same disruption Tehran is now threatening to widen. Waiting for confirmation means paying up.
Contact [email protected] for any questions or corrections.
Labcorp koupila MLM Medical Labs a rozšířila globální síť centrálních laboratoří pro klinické studie na čtyři kontinenty. Získává tím silnější biomarkerové a specializované testování.
Acquisition establishes Labcorp as the only central laboratory provider with a wholly owned laboratory network across four continents
, /PRNewswire/ -- Labcorp (NYSE: LH), a global leader of innovative and comprehensive laboratory services, today announced the acquisition of MLM Medical Labs (MLM), a leading global central and specialty laboratory provider with operations across the United States, Germany and South Africa. Financial terms of the transaction were not disclosed.
The acquisition enhances Labcorp's position as a leading independent central laboratory services provider by expanding its presence in key clinical research regions and strengthening its biomarker and specialty testing capabilities. The transaction expands Labcorp's laboratory footprint and establishes Labcorp as the only central laboratory provider with a wholly owned laboratory network across four continents: North America, Europe, Asia and Africa. The combination brings together Labcorp's global scale, breadth of scientific capabilities and operational infrastructure with MLM's established laboratory network and science-led service model.
"Clinical trial sponsors today need scientific expertise, global reach and operational flexibility to advance increasingly complex development programs," said Brian Caveney, M.D., EVP and president, biopharma laboratory services and chief medical and scientific officer, Labcorp. "MLM complements Labcorp's existing strengths and enhances our ability to support sponsors of all sizes, from emerging biotechs to leading pharmaceutical companies. Together, we are well positioned to provide the capabilities, regional expertise and high-touch support sponsors need to advance innovative therapies worldwide."
This integrated global infrastructure enhances Labcorp's ability to support complex multinational clinical trials with consistent scientific, operational and regulatory oversight from a single trusted partner. The acquisition also expands Labcorp's laboratory footprint in critical clinical research markets, including Africa, where MLM operates the continent's first fully CAP-accredited central laboratory.
In addition, the acquisition strengthens Labcorp's scientific and regulatory expertise and broadens access to biomarker and specialty testing capabilities that support increasingly complex clinical development programs.
This acquisition reflects Labcorp's ongoing commitment to investing in central laboratory services and meeting the evolving needs of clinical trial sponsors worldwide.
Evercore served as exclusive financial advisor to Labcorp and Pierson Ferdinand and Hogan Lovells served as Labcorp's legal counsel.
About Labcorp
Labcorp (NYSE: LH) is a global leader of innovative and comprehensive laboratory services that helps doctors, hospitals, pharmaceutical companies, researchers and patients make clear and confident decisions. We provide insights and advance science to improve health and improve lives through our unparalleled diagnostics and drug development laboratory capabilities. The company's nearly 71,000 employees serve clients in approximately 100 countries, provided support for more than 85% of the new drugs and therapeutic products approved by the FDA in 2025 and performed more than 750 million tests for patients around the world. Learn more at www.labcorp.com.
Cautionary Statement Regarding Forward-Looking Statements
This press release contains forward-looking statements, including, but not limited to, statements with respect to the acquisition of MLM Medical Labs and how its capabilities are anticipated to benefit clinical trial sponsors.
Each of the forward-looking statements is subject to change based on various important factors, many of which are beyond the company's control. These factors, in some cases, have affected and in the future (together with other factors) could affect the company's ability to implement the company's business strategy, and actual results could differ materially from those suggested by these forward-looking statements. As a result, readers are cautioned not to place undue reliance on any of the forward-looking statements.
The company has no obligation to provide any updates to these forward-looking statements even if its expectations change. All forward-looking statements are expressly qualified in their entirety by this cautionary statement. Further information on potential factors, risks and uncertainties that could affect operating and financial results is included in the company's most recent Annual Report on Form 10-K under the heading RISK FACTORS and in the company's other filings with the SEC. The information in this press release should be read in conjunction with a review of the company's filings with the SEC including the information in the company's most recent Annual Report on Form 10-K under the heading "MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS."
Nutanix zakončil srpen s více než 16% růstem akcií po silných výsledcích za čtvrté fiskální čtvrtletí a celý rok. Výnosy dosáhly těsně nad 757 milionů USD a zisk na akcii (EPS) činil 0,60 USD.
Cloud and enterprise software company Nutanix (NTNX -0.16%) probably doesn't want the summer to end, given how well its stock did in August. Boosted by the estimates-trouncing fiscal fourth-quarter and full-year report it posted toward the end of the month and a subsequent wave of analyst price targets, its shares exited August with a more than 16% gain.
A fabulous final frame The month didn't exactly start on a high note for Nutanix. Four days into it, the company divulged in a regulatory filing that it aimed to reduce its workforce by roughly 5%. Stating that this decision was reached after a review of its business structure, Nutanix said the move will cost it roughly $33 million to $43 million. The reductions should be complete by the end of October.
Image source: Getty Images.
The company had better news to impart with that earnings report. The final frame of its 2026 fiscal year saw it book just over $757 million in revenue, up 16% year over year. Annual recurring revenue at the end of the quarter and year was also 16% higher, at $2.55 billion.
Net income not under generally accepted accounting principles (non-GAAP, or adjusted) was more than $175 million, or $0.60 per diluted share. That was a robust 61% higher than the fourth quarter of fiscal 2025 result.
It was also far above the consensus analyst estimate of $0.49. The same could be said for the company's revenue that quarter, which well exceeded the average pundit expectation of slightly more than $738 million.
In its earnings release, Nutanix quoted CEO Rajiv Ramaswami as saying the quarter "was a strong finish to fiscal 2026, a year in which we delivered solid top and bottom line performance and added over 3,000 new customers."
Management clearly doesn't believe that will be the last time the company will outperform.
It proffered strong guidance for both revenue and free cash flow (FCF) for the entirety of fiscal 2027. The top-line is forecast at $3.18 billion to $3.23 billion, while the outlook for FCF is $850 million to $950 million.
Premium Feature
Moneyball Superscore
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A bunch of bulls For obvious reasons, investors liked what they heard about the quarter and reacted by driving Nutanix's stock higher in the days that followed. Some were probably influenced by the series of analyst price target raises immediately following earnings. The raisers included pundits from top financial companies Bank of America, Morgan Stanley, and Wells Fargo.
I'd be inclined to agree with those prognosticators and the bullish investors buying in at the end of the month. Nutanix continues to have a compelling business proposition with its "hyperconverged infrastructure," which bundles advanced compute, networking, and storage on a single platform. I think this stock has quite a high ceiling these days.
Wells Fargo is an advertising partner of Motley Fool Money. Bank of America is an advertising partner of Motley Fool Money. Eric Volkman has no position in any of the stocks mentioned. The Motley Fool recommends Nutanix. The Motley Fool has a disclosure policy.
Sempra oslavila další kapitolu růstu na NYSE a zdůraznila růstovou strategii podpořenou rekordním kapitálovým plánem 65 miliard USD. Firma chce v roce 2027 generovat zhruba 95 % zisku z regulovaných amerických utilit.
Ceremony Highlights One of America's Leading Utility Growth Businesses
, /PRNewswire/ -- Sempra (NYSE: SRE) celebrated its next chapter of growth as Chairman and Chief Executive Officer Jeffrey W. Martin and members of the board of directors rang the opening bell at the New York Stock Exchange (NYSE). The ceremony reflected Sempra's continued momentum as it advances its mission to build America's leading utility growth business.
Press and Social Media Credit Use: @NYSE "We are pleased to celebrate our longstanding relationship with the NYSE as we renew our commitment to help lead our industry in meeting rising energy demand across some of America's largest and fastest-growing markets," said Jeffrey W. Martin, chairman and CEO of Sempra. "This is an exciting time for our company. By simplifying our business model and strengthening our financial position, we are better positioned to invest in critical energy infrastructure that serves nearly 40 million consumers. By continuing to enhance safety, reliability and resilience, we are working hard every day to create meaningful long-term value for our stakeholders."
To help meet growing energy demand, Sempra has refined its corporate strategy to strengthen its position in major economic markets and shift capital to meet the growing needs of its U.S. utilities.
"Across the next decade, we expect economic growth will be fueled by domestic manufacturing, investments in critical infrastructure and advances in AI technologies that reshape how America competes on the global stage. At Sempra, we understand that modernizing and expanding the energy grid is central to that effort," said Martin.
Sempra's utility growth strategy is supported by a record $65 billion capital plan,1 with approximately 95% of planned investments directed toward regulated utilities, alongside a capital recycling program designed to efficiently fund growth and strengthen the company's financial position. These actions reflect Sempra's disciplined execution of its 2026 value creation initiatives and support its objective of generating approximately 95% of earnings from regulated U.S. utilities in 2027, as well as having more than 60% of its rate base located in Texas through the end of the decade.2 The strategy is designed to support continued investment in modernizing and expanding energy infrastructure while helping power America's growing economy.
About Sempra
Sempra's mission is to build America's leading utility growth business. As owner of one of the largest energy networks on the continent, Sempra is electrifying and improving energy resilience in California and Texas, the two largest economies in the U.S. The company is recognized as a leader in responsible business practices and for its high-performance culture focused on safety and operational excellence, as demonstrated by Sempra's inclusion in The Wall Street Journal's Management Top 250 and Fortune's World's Most Admired Companies. More information about Sempra is available at sempra.com, including investor.sempra.com/corporate-updates which contains important information for investors, and on social media @sempra.
We use the investor.sempra.com/corporate-updates webpage as a means of disclosing important information to investors, some of which may be material, and complying with our disclosure obligations under SEC Regulation FD. The information on this webpage is supplemental to the information we disseminate to investors through other channels, including filings with the SEC, press releases, and public conference calls and webcasts, and investors should monitor all these sources for material information about us.
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on assumptions about the future, involve risks and uncertainties, and are not guarantees. Future results may differ materially from those expressed or implied in any forward-looking statement. These forward-looking statements represent our estimates and assumptions only as of the date of this press release. We assume no obligation to update or revise any forward-looking statement as a result of new information, future events or otherwise.
In this press release, forward-looking statements can be identified by words such as "believe," "expect," "intend," "anticipate," "contemplate," "plan," "estimate," "project," "forecast," "envision," "should," "could," "would," "will," "confident," "may," "can," "potential," "possible," "proposed," "in process," "construct," "develop," "opportunity," "preliminary," "pro forma," "strategic," "initiative," "target," "outlook," "optimistic," "poised," "positioned," "maintain," "continue," "progress," "advance," "goal," "aim," "commit," or similar expressions, or when we discuss our guidance, priorities, strategies, goals, vision, mission, projections, intentions or expectations.
Factors, among others, that could cause actual results and events to differ materially from those expressed or implied in any forward-looking statement include: California wildfires, including potential liability for damages regardless of fault and any inability to recover all or a substantial portion of costs from insurance, the wildfire fund established by California Assembly Bill 1054 and the wildfire fund continuation account established by California Senate Bill 254, rates from customers or a combination thereof; decisions, disallowances or denials of cost recovery, audits, investigations, inquiries, ordered studies, regulations, legislative actions, denials or revocations of permits, consents, approvals or other authorizations, renewals of franchises, and other actions, including the failure to honor contracts and commitments, by the (i) Comisión Nacional de Energía, California Public Utilities Commission (CPUC), U.S. Department of Energy, Electric Reliability Council of Texas, Inc., U.S. Federal Energy Regulatory Commission, U.S. Internal Revenue Service, Public Utility Commission of Texas and other regulatory bodies and (ii) U.S., Mexico and states, counties, cities and other jurisdictions therein and in other countries where we do business; the success of business development efforts, construction projects, acquisitions, divestitures, and other significant transactions, such as the planned sale of a portion of our equity interest in Sempra Infrastructure Partners, including risks related to, as applicable, (i) being able to reach a positive final investment decision, (ii) negotiating pricing and other terms in definitive contracts, (iii) completing construction projects or other transactions on schedule and budget, (iv) realizing anticipated benefits from any of these efforts if completed, (v) obtaining regulatory and other approvals and (vi) third parties honoring their contracts and commitments, including with respect to closing or post-closing payments; changes to our capital expenditure plans and their potential impact on rate base or other growth; changes, due to evolving economic, political and other factors and increasing geopolitical instability as a result of wars or other conflicts in various parts of the world, to (i) trade and other foreign policy, including the imposition of tariffs by the U.S. and foreign countries (and uncertainty related to the implementation and enforceability thereof), and (ii) laws and regulations, including those related to tax and the energy industry in the U.S. and Mexico; litigation, arbitration, property disputes and other proceedings; cybersecurity threats, including by nation-state actors, of ransomware or other attacks on our systems, the energy grid or our other infrastructure, or the systems of third parties with which we conduct business; the availability, uses, sufficiency, and cost of capital resources and our ability to borrow money or otherwise raise capital on favorable terms and meet our obligations, which can be affected by, among other things, (i) actions by credit rating agencies to downgrade our credit ratings or place those ratings on negative outlook, (ii) instability in the capital markets, and (iii) fluctuating interest rates and inflation; the impact of efforts to increase affordability of U.S. utility customer rates on our ability to obtain cost recovery from applicable regulators, our capital expenditure and other growth plans and our ability to advance statewide policies; the impact on affordability of customer rates, cost of capital and operating margin due to (i) volatility in inflation, interest rates, commodity prices, tariff rates, and foreign currency exchange rates and (ii) with respect to SDG&E's and SoCalGas' businesses, the cost of meeting the demand for lower carbon and reliable energy in California; the impact of air quality and climate-related policies, laws, rules, regulations, trends and required disclosures, including actions to reduce or eliminate reliance on natural gas, increased uncertainty in the political or regulatory environment for California natural gas distribution companies, the risk of nonrecovery for stranded assets, and uncertainty related to emerging technologies; weather, natural disasters, pandemics, accidents, equipment failures, explosions, terrorism, information system outages or other events, such as work stoppages, that disrupt our operations, damage our facilities or systems, cause the release of harmful materials or fires or subject us to liability for damages, fines and penalties, some of which may not be recoverable through regulatory mechanisms or insurance or may impact our ability to obtain satisfactory levels of affordable insurance; the availability and reliability of electric power, natural gas and natural gas storage and transportation capacity, including disruptions caused by failures in the transmission grid or pipeline and storage systems or limitations on the injection and withdrawal of natural gas from storage facilities; Oncor Electric Delivery Company LLC's (Oncor) ability to reduce or eliminate its quarterly dividends due to regulatory and governance requirements and commitments, including by actions of Oncor's independent directors or a minority member director; and other uncertainties, some of which are difficult to predict and beyond our control.
These risks and uncertainties are further discussed in the reports that Sempra has filed with the U.S. Securities and Exchange Commission (SEC). These reports are available through the EDGAR system free-of-charge on the SEC's website, www.sec.gov, and on Sempra's website, www.sempra.com. Investors should not rely unduly on any forward-looking statements.
Sempra Infrastructure Partners and its subsidiaries, and the Sempra Texas utilities (Oncor and Sharyland Utilities) are not the same companies as the Sempra California utilities, SDG&E or SoCalGas, nor are they regulated by the California Public Utilities Commission (CPUC).
1 Sempra's 2026-2030 capital plan (i) includes Sempra's proportionate ownership interest in projected capital expenditures at unconsolidated equity method investees while excluding Sempra's projected future contributions to those equity method investees and (ii) excludes noncontrolling interests' proportionate ownership interest in projected capital expenditures at Sempra and at unconsolidated equity method investees. Sempra's 2026-2030 capital plan reflects Sempra's 80.25% ownership of Oncor and assumes Sempra's projected 70% ownership of SI Partners through March 31, 2026, and 25% ownership thereafter. All projects in progress and future projects are subject to a number of risks and uncertainties. Sempra's capital plan and expectations regarding potential increases to its capital requirements are based on a number of assumptions, the failure of which to be accurate could materially impact Sempra's actual capital expenditures.
2 Reflects Sempra's proportionate share of its utilities' combined projected 2030 rate base, based on Sempra's ownership interest in each utility.
AeroVironment obdržel první mezinárodní objednávku na laserový systém LOCUST v hodnotě přes 50 milionů USD. Jde o první přímý komerční prodej této technologie proti dronům.
Operationally proven laser weapon system receives first international purchase order valued at more than $50 million, highlighting growing global demand for scaled directed energy defense for counter-UAS missions.
ARLINGTON, Va.--(BUSINESS WIRE)--AeroVironment, Inc. (“AV”) (NASDAQ: AVAV) today announced it has received its first international purchase order for the LOCUST® Laser Weapon System. The landmark, first of its kind direct commercial sale (DCS) order, valued at more than $50 million, marks a significant milestone in the global adoption of AV’s directed energy counter‑drone capabilities.
The landmark, first of its kind direct commercial sale (DCS) order, valued at more than $50 million, marks a significant milestone in the global adoption of AV’s directed energy counter‑drone capabilities.
Share The purchase order covers an initial delivery of AV’s mission‑proven LOCUST systems and associated support. The award follows AV's recent selection by the U.S. Army for a $464.8 million Enduring-High Energy Laser (E-HEL) contract, representing the first-ever production contract for high energy laser weapon systems in United States history.
“This first international order signals increasing global recognition that high‑energy laser weapon systems are essential to modern air defense,” said Wahid Nawabi, President, Chairman and Chief Executive Officer at AV. “The threat from low-cost drones is global and has fundamentally changed the economics of warfare. LOCUST gives our customers an affordable, scalable way to defeat drone threats at scale without relying solely on expensive interceptors.”
“This first international order for LOCUST is a pivotal milestone in our directed energy roadmap,” said Mary Clum, President of Space, Cyber, and Directed Energy at AV. “We are not only accelerating the fielding of an operationally proven laser weapon system, we are also establishing a foundation for sustained and expanded international adoption to provide layered innovation in counter‑drone defense.”
To support the growing demand for LOCUST, AV recently announced it is investing more than $30 million to expand its Albuquerque, New Mexico manufacturing campus, creating a vertically integrated production hub to scale domestic and international production of directed energy, space, and advanced defense technologies while also adding more than 450 jobs and generating over $670 million in economic impact.
In addition to this latest international award, LOCUST has helped drive first‑of‑their‑kind milestones for U.S. directed energy, from achieving the military’s first acknowledged laser kills on the southern border and defeating multiple drones from the deck of the USS George H. W. Bush, to successful integrations on Infantry Squad Vehicles and Joint Light Tactical Vehicles under the AMP‑HEL initiative and multiple high‑profile live‑fire events at White Sands Missile Range observed by military and defense leaders, including Secretary of War Pete Hegseth who recently operated the system at White Sands.
The Federal Aviation Administration and the Department of War have also signed a landmark safety agreement creating a pathway for LOCUST to operate safely in U.S. airspace, following FAA review of the system’s domestic deployment.
These achievements firmly establish LOCUST as one of the most operationally proven laser weapon systems in the American arsenal.
MORE ON LOCUST
LOCUST is an operationally proven high-energy laser weapon system that combines advanced sensing, tracking and directed-energy defeat capabilities against Group 1-3 unmanned aircraft systems and other aerial threats. The modular system supports fixed-site, palletized and mobile deployment and can integrate with multiple cueing sensors and command-and-control (C2) networks.
Recently featured on CBS News’ 60 Minutes, the operationally‑proven LOCUST laser weapon system delivers engagements for less than $10 per shot and provides sustained defense unconstrained by the reload limitations of traditional air defense systems, offering a truly transformative solution for modern air defense.
LOCUST serves as a central piece of AV’s Halo_Shield™ modular layered air defense platform, providing best‑in‑breed detection, surveillance, and directed energy defeat capability alongside AV’s Titan® C‑UAS system and Freedom Eagle™‑1 next‑generation missile. Halo_Shield is an interoperable, distributed, and layered system that detects, tracks, and defeats drones, swarms, and other evolving aerial threats.
About AV
AeroVironment (“AV”) (NASDAQ: AVAV) is a defense technology leader delivering integrated capabilities across air, land, sea, space, and cyber. The Company develops and deploys autonomous systems, loitering munitions, counter‑UAS technologies, space‑based platforms, directed energy systems, and cyber and electronic warfare capabilities—built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo™, a modular, mission‑ready suite of AI‑powered software tools that empowers warfighters and enables full‑battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future‑defining capabilities at speed, scale, and operational relevance. For more information, visit www.avinc.com.
Safe Harbor Statement
Certain statements in this press release may constitute “forward‑looking statements” as defined in the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations, forecasts, and assumptions that involve risks and uncertainties, which could cause actual results to differ materially. Factors that may cause such differences include, but are not limited to, our ability to perform under existing contracts and obtain new ones; regulatory changes; competitor activities; market growth; product development challenges; and general economic conditions. For a more detailed discussion of these risks, please refer to AeroVironment’s filings with the Securities and Exchange Commission. We undertake no obligation to update forward‑looking statements as a result of new information or future events.
Hsbc Holdings PLC increased its position in Hasbro, Inc. (NASDAQ:HAS – Free Report) by 104.5% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 798,597 shares of the company’s stock after acquiring an additional 408,015 shares during the quarter. Hsbc Holdings PLC owned about 0.57% of Hasbro worth $66,071,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in HAS. CYBER HORNET ETFs LLC bought a new position in Hasbro in the 2nd quarter worth approximately $25,000. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of Hasbro during the fourth quarter worth $27,000. MUFG Securities EMEA plc bought a new position in shares of Hasbro in the second quarter worth $28,000. Thurston Springer Miller Herd & Titak Inc. grew its position in shares of Hasbro by 1,190.0% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 387 shares of the company’s stock valued at $32,000 after purchasing an additional 357 shares in the last quarter. Finally, Cedar Mountain Advisors LLC purchased a new position in shares of Hasbro in the first quarter valued at $37,000. 91.83% of the stock is currently owned by institutional investors.
Hasbro Price Performance Shares of NASDAQ:HAS opened at $92.53 on Tuesday. Hasbro, Inc. has a 52-week low of $69.50 and a 52-week high of $106.98. The firm has a fifty day moving average of $89.28 and a 200 day moving average of $90.80. The firm has a market capitalization of $13.05 billion, a PE ratio of 16.64, a price-to-earnings-growth ratio of 1.59 and a beta of 0.47. The company has a debt-to-equity ratio of 4.16, a quick ratio of 1.46 and a current ratio of 1.66.
Hasbro (NASDAQ:HAS – Get Free Report) last released its quarterly earnings results on Tuesday, July 21st. The company reported $1.28 earnings per share for the quarter, beating analysts’ consensus estimates of $1.16 by $0.12. Hasbro had a return on equity of 141.11% and a net margin of 15.97%.The business had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter last year, the business posted $1.30 earnings per share. The company’s revenue for the quarter was up 16.2% on a year-over-year basis. As a group, research analysts anticipate that Hasbro, Inc. will post 6.17 EPS for the current fiscal year. Hasbro Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 2nd. Investors of record on Wednesday, August 19th were issued a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend was Wednesday, August 19th. Hasbro’s dividend payout ratio (DPR) is currently 50.36%.
Insider Activity at Hasbro In other Hasbro news, CFO Gina M. Goetter sold 11,000 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $95.44, for a total transaction of $1,049,840.00. Following the transaction, the chief financial officer directly owned 88,104 shares in the company, valued at $8,408,645.76. This trade represents a 11.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider John Hight sold 3,186 shares of Hasbro stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $93.71, for a total transaction of $298,560.06. Following the transaction, the insider directly owned 67,557 shares in the company, valued at $6,330,766.47. This trade represents a 4.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 50,472 shares of company stock worth $4,736,533 in the last quarter. 0.71% of the stock is owned by company insiders.
Analysts Set New Price Targets A number of analysts recently issued reports on HAS shares. Jefferies Financial Group decreased their price objective on Hasbro from $120.00 to $110.00 and set a “buy” rating on the stock in a research note on Thursday, July 16th. Weiss Ratings raised Hasbro from a “sell (d+)” rating to a “hold (c+)” rating in a report on Friday, July 31st. Citigroup reaffirmed a “buy” rating on shares of Hasbro in a report on Thursday, July 23rd. Bank of America decreased their price target on Hasbro from $115.00 to $105.00 and set a “buy” rating on the stock in a research report on Thursday, July 16th. Finally, DA Davidson lowered their price target on shares of Hasbro from $100.00 to $95.00 and set a “neutral” rating on the stock in a report on Wednesday, July 22nd. Twelve investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $109.43.
Get Our Latest Research Report on Hasbro
Hasbro Company Profile (Free Report)
Hasbro, Inc is a global play and entertainment company, known for designing, manufacturing and marketing a diverse portfolio of toys, games and consumer products. Founded in 1923 as Hassenfeld Brothers and headquartered in Pawtucket, Rhode Island, the company has grown into one of the foremost names in the toy industry, with a presence in retail, digital and entertainment channels worldwide.
The company’s brand portfolio features iconic properties such as Monopoly, Play-Doh, Nerf, My Little Pony and Transformers.
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Acclaimed roller coaster will debut at a Six Flags park during the 2028-2029 seasons, launching speculation among coaster fans worldwide
, /PRNewswire/ -- Six Flags Entertainment Corporation (NYSE:FUN), North America's largest regional amusement-resort operator, has acquired ArieForce One, the celebrated steel roller coaster that captured the imagination of thrill-seekers around the world and quickly earned recognition as one of the most acclaimed coaster experiences of the modern era. Six Flags will introduce the attraction at one of its parks during the 2028-2029 operating seasons.
Six Flags acquires ArieForce One, one of the most acclaimed coasters of the modern era While the coaster's future home remains under wraps, today's announcement officially launches what is expected to become one of the most closely watched and passionately debated conversations in the theme park industry: Where will ArieForce One rise again?
For three years, ArieForce One built a devoted following among roller coaster enthusiasts who traveled from across the country and around the world to experience its signature blend of speed, airtime, inversions and nonstop intensity. Named in honor of Fun Spot America founder John Arie Sr. by the family-owned company that developed the attraction, ArieForce One represented both an ambitious investment and a personal legacy for the Arie family.
When the attraction closed in August, fans openly mourned the loss of a coaster many considered one of the finest steel roller coasters ever built. Since then, the question has echoed throughout enthusiast communities, online forums and social media channels: Can one of the world's most celebrated coasters be saved?
Today, Six Flags proudly answers that question.
"From the moment ArieForce One closed, we knew how much this coaster meant to the enthusiast community and to guests who traveled from around the world to experience it," said Mark Pauls, chief operating officer of Six Flags. "This is a ride that consistently generated excitement, acclaim and passionate fan support. We are thrilled to preserve its legacy, invest in its future and bring this extraordinary attraction to a new generation of guests. This acquisition represents our commitment to delivering world-class thrills and creating unforgettable experiences across the Six Flags portfolio."
"When we built ArieForce One, we wanted to create something truly special. Something that would put Fun Spot America on the map with coaster enthusiasts and families around the world and create memories that would last a lifetime," said John Arie Jr, CEO of Fun Spot America. "Seeing ArieForce One preserved and finding a new home with Six Flags means a great deal to me and my family. Its story isn't ending, it's beginning a new chapter, and we are excited that future generations will get to experience ArieForce One.
Pauls added that while fans now know ArieForce One's future is secure, one major mystery remains.
"Part of the excitement is that the story isn't over," Pauls said. "We know fans will immediately begin theorizing about which Six Flags park is the perfect fit. The passion surrounding ArieForce One is unlike anything we've seen in recent years, and when the time comes to reveal its new home, we believe that announcement will be just as exciting as the acquisition itself."
Manufactured by Rocky Mountain Construction, ArieForce One quickly earned industry acclaim for its relentless pacing, massive airtime moments, innovative elements and unforgettable ride experience. The coaster became a bucket-list attraction for enthusiasts and a fixture on best-in-the-world rankings, making its closure one of the most discussed stories in the amusement industry. To honor that legacy, Six Flags plans to retain the classic ArieForce One name, honoring the coaster's history and preserving the identity that helped make it a fan favorite.
Now, its next chapter begins.
Since news of the closing began circulating, coaster enthusiasts have filled fan communities with theories about acquisitions and where the attraction might ultimately be installed. From parks already known for their world-class coaster collections to destinations seeking a marquee signature attraction, enthusiasts have begun making their cases for why their favorite park should become the new home of ArieForce One.
"The coaster enthusiast community has spent months wondering whether ArieForce One would be saved and where it might ultimately find a new home," said Derek Perry, president-elect of American Coaster Enthusiasts (ACE), the world's largest amusement ride enthusiast organization. "Preservation is central to ACE's mission, so enthusiasts everywhere were hopeful this remarkable coaster would have a future beyond its original park. Today's announcement answers one question and opens the door to another. The speculation about which park will receive ArieForce One is going to be enormous."
Perry added, "Its farewell brought enthusiasts together from across the globe to celebrate a ride they love, and now they'll be watching every clue and announcement as Six Flags prepares for its next chapter."
Once reassembled and enhanced at its new Six Flags destination, the attraction is expected to become one of the premier thrill experiences in North America, drawing coaster enthusiasts, vacationers and adrenaline seekers alike.
ArieForce One Ride Stats:
Manufacturer: Rocky Mountain Construction (RMC) Ride Type: Steel roller coaster Height: 154 feet (approximately 15 stories tall) First Drop: 146 feet Top Speed: 64 mph Track Length: Approximately 3,400 feet Inversions: 4 Duration: Approximately 2 minutes Signature Elements: World's largest zero-gravity stall Raven Truss Dive Outward-banked airtime hill Multiple high-intensity airtime (negative-G) moments Original location: Fun Spot America Atlanta, Fayetteville, Georgia Name origin: Honors Fun Spot America founder John Arie Sr. Opening date: March 31, 2023 Closing date: August 2, 2026 Additional details regarding the attraction's future location, construction timeline and reopening plans will be announced at a later date. Until then, the coaster community's biggest mystery remains unsolved.
Which Six Flags park will become the new home of ArieForce One?
Fans, enthusiasts and thrill-seekers around the world can begin making their predictions now.
"ArieForce One has already cemented its place among the most celebrated roller coasters of its generation," Pauls said. "Today we're thrilled to announce that its future is secure. Next, we'll reveal where its next chapter begins."
Six Flags is home to North America's largest collection of roller coasters with more than 250 across its portfolio, including some of the most iconic roller coasters in North America—like Fury 325, Top Thrill 2, Millennium Force, Leviathan, El Toro, The Beast and Tormenta.
About Six Flags Entertainment Corporation
Six Flags Entertainment Corporation (NYSE: FUN) is North America's largest regional amusement-resort enterprise. The Company operates a premier portfolio of 20 amusement parks, 14 water parks, and nine resort properties across 13 U.S. states, Canada, and Mexico, as well as an amusement park in Saudi Arabia. Focused on its purpose of creating FUN, thrills, and a lifetime of memories, Six Flags provides immersive entertainment to millions of guests every year with world-class coasters, themed rides, and thrilling water parks powered by beloved intellectual property such as Looney Tunes®, DC Comics®, and PEANUTS®.
About Fun Spot America Theme Parks
Fun Spot America Theme Parks is a family-owned and operated amusement park company known for delivering family-friendly fun, world-class thrills and memorable guest experiences. Founded by John Arie Sr., Fun Spot America operates theme parks in Orlando and Kissimmee, Florida. The company developed ArieForce One at its former Atlanta location as one of the most ambitious investments in its history, creating a coaster that earned worldwide recognition among enthusiasts.
About American Coaster Enthusiasts
With more than 7,000 members worldwide, ACE is the largest and longest-running ride enthusiast organization in the world. Members of ACE have access to exclusive park benefits and opportunities plus RollerCoaster! Magazine and the opportunity to attend national, local and even international tours at parks. ACE hosts more than 100 in-person and digital events around the world annually and has been prominently featured on various news programs and cable networks.
Editor's Notes: Media Kit available here: Six Flags Acquires ArieForce One. Please credit "Courtesy of American Coaster Enthusiasts" when assets are in use.
MELVILLE, NY AND DAVIDSON, NC / ACCESS Newswire / September 8, 2026 / MSC INDUSTRIAL SUPPLY CO. (NYSE:MSM) ("MSC," "MSC Industrial," the "Company," "we," "us," or "our"), a leading North American distributor of a broad range of metalworking and maintenance, repair and operations (MRO) products and services, today announced that it has named Rob Kuhns to the role of Executive Vice President and Chief Financial Officer.
Kuhns brings over 30 years of financial expertise to the role. He most recently served as Vice President and Chief Financial Officer at TopBuild Corp., a leading distributor of insulation and building products, where he helped drive market capitalization growth from $6B to $14B through disciplined capital allocation, strategic acquisitions, and operational execution.
"We are very much looking forward to welcoming Rob to the MSC leadership team as our new CFO," said Martina McIsaac, President and CEO of MSC. "He is an accomplished leader with deep knowledge of financial strategy and a proven track record of delivering profitable growth. Combined with his extensive experience in industrial and distribution industries and his broad financial leadership expertise, Rob will be instrumental as we continue to advance our strategy, evolve to achieve our long-term financial targets and create value for all stakeholders."
Prior to his tenure with TopBuild Corp., Kuhns held various senior corporate finance roles at Mohawk Industries, NCH Corporation, and Ingersoll Rand. He earned a bachelor's degree in accounting from Shippensburg University and his master's degree in business administration from Southern Methodist University.
Kuhns will be based at MSC's corporate office in Davidson, North Carolina.
# # #
Contact Information
Investors:
Media:
Ryan Mills, CFA
Leah Kelso
VP, Investor Relations & Business Development
VP, Communications & Sales Enablement
[email protected]
[email protected]
About MSC Industrial Supply Co.
MSC Industrial Supply Co. (NYSE:MSM) is a leading North American distributor of a broad range of metalworking, maintenance, repair and operations (MRO), and production fastener and hardware products and services. With approximately 2.5 million products, industry‑leading inventory management and supply chain solutions, and more than 80 years of experience, we help customers improve productivity, profitability, and operational performance.
Our team of over 7,000 associates partners closely with customers across industries to keep their operations running efficiently today while enabling them with insights and comprehensive solutions to continually rethink, retool, and optimize for a more productive tomorrow.
For more information on MSC Industrial, please visit mscdirect.com.
Statements in this press release may constitute "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. All statements, other than statements of present or historical fact, that address activities, events or developments that MSC expects, believes or anticipates will or may occur in the future, including statements about results of operations and financial condition, expected future results, expected benefits from our investment and strategic plans and other initiatives, and expected future growth and profitability, are forward-looking statements. The words "will," "may," "believes," "anticipates," "thinks," "expects," "estimates," "plans," "intends" and similar expressions are intended to identify forward-looking statements. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those anticipated by these forward-looking statements. In addition, statements which refer to expectations, projections or other characterizations of future events or circumstances, statements involving a discussion of strategy, plans or intentions, statements about management's assumptions, projections or predictions of future events or market outlook and any other statement other than a statement of present or historical fact are forward-looking statements. The inclusion of any statement in this press release does not constitute an admission by MSC or any other person that the events or circumstances described in such statement are material. In addition, new risks may emerge from time to time and it is not possible for management to predict such risks or to assess the impact of such risks on our business or financial results. Accordingly, future results may differ materially from historical results or from those discussed or implied by these forward-looking statements. Given these risks and uncertainties, the reader should not place undue reliance on these forward-looking statements. These risks and uncertainties include, but are not limited to, the following: general economic conditions in the markets in which we operate; changing customer and product mixes; volatility in commodity, energy and labor prices, and the impact of prolonged periods of low, high or rapid inflation; competition, including the adoption by competitors of aggressive pricing strategies or sales methods; industry consolidation and other changes in the industrial distribution sector; the applicability of laws and regulations relating to our status as a supplier to the U.S. government and public sector; the credit risk of our customers; our ability to accurately forecast customer demands; interruptions in our ability to make deliveries to customers; supply chain disruptions; our ability to attract and retain sales and customer service personnel; the risk of loss of key suppliers or contractors or key brands; changes to trade policies or trade relationships, including tariff policies; risks associated with opening or expanding our customer fulfillment centers; our ability to estimate the cost of healthcare claims incurred under our self-insurance plan; interruption of operations at our headquarters or customer fulfillment centers; products liability due to the nature of the products that we sell; impairments of goodwill and other indefinite-lived intangible assets; the impact of climate change; operating and financial restrictions imposed by the terms of our material debt instruments; our ability to access additional liquidity; the significant influence that our principal shareholders will continue to have over our decisions; our ability to execute on our E-commerce strategies and maintain our digital platforms; costs associated with maintaining our information technology ("IT") systems and complying with data privacy laws; disruptions or breaches of our IT systems or violations of data privacy laws, including such disruptions or breaches in connection with our E-commerce channels; risks related to online payment methods and other online transactions; the retention of key management personnel; litigation risk due to the nature of our business; failure to comply with environmental, health, and safety laws and regulations; and our ability to comply with, and the costs associated with, social and environmental responsibility policies. Additional information concerning these and other risks is described under "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our Annual and Quarterly Reports on Forms 10-K and 10-Q, respectively, and in the other reports and documents that we file with the United States Securities and Exchange Commission. We expressly disclaim any obligation to update any of these forward-looking statements, except to the extent required by applicable law.
Nykredit A/S ve 2. čtvrtletí nově koupila 2 148 akcií MACOM Technology Solutions za zhruba 817 000 USD. Společnost zároveň oznámila čtvrtletní EPS 1,40 USD a tržby 342,24 milionu USD.
Nykredit A S acquired a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,148 shares of the semiconductor company’s stock, valued at approximately $817,000.
Several other hedge funds also recently made changes to their positions in the company. Bell Investment Advisors Inc acquired a new stake in shares of MACOM Technology Solutions during the second quarter worth about $49,000. GHP Investment Advisors Inc. acquired a new stake in shares of MACOM Technology Solutions in the 1st quarter valued at about $31,000. Keating Financial Advisory Services Inc. acquired a new stake in shares of MACOM Technology Solutions in the 2nd quarter valued at about $58,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in MACOM Technology Solutions during the 2nd quarter worth approximately $67,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in MACOM Technology Solutions during the 4th quarter worth approximately $30,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.
MACOM Technology Solutions Price Performance Shares of NASDAQ:MTSI opened at $268.95 on Tuesday. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $121.97 and a fifty-two week high of $418.90. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The firm’s 50-day simple moving average is $285.53 and its 200-day simple moving average is $294.74. The company has a market cap of $20.54 billion, a price-to-earnings ratio of 86.48, a PEG ratio of 1.49 and a beta of 1.71.
MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.05. The firm had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The firm’s revenue for the quarter was up 35.8% on a year-over-year basis. During the same period in the prior year, the company posted $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.26 earnings per share for the current year. Insider Transactions at MACOM Technology Solutions In other news, COO Robert Dennehy sold 252 shares of the stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $275.20, for a total transaction of $69,350.40. Following the completion of the transaction, the chief operating officer directly owned 12,758 shares of the company’s stock, valued at approximately $3,511,001.60. This represents a 1.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $326.08, for a total value of $2,409,405.12. Following the completion of the sale, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at $10,950,744.64. This represents a 18.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 10,261 shares of company stock valued at $3,484,495. Corporate insiders own 0.36% of the company’s stock.
Wall Street Analyst Weigh In A number of brokerages have weighed in on MTSI. Needham & Company LLC boosted their price objective on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Benchmark began coverage on MACOM Technology Solutions in a research report on Thursday, August 13th. They set a “buy” rating and a $375.00 price objective for the company. Weiss Ratings downgraded MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, August 21st. BMO Capital Markets started coverage on MACOM Technology Solutions in a report on Friday, August 21st. They issued a “market perform” rating and a $335.00 target price on the stock. Finally, Susquehanna dropped their target price on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, MACOM Technology Solutions has an average rating of “Moderate Buy” and a consensus target price of $341.25.
Read Our Latest Research Report on MTSI
(Free Report)
MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.
The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.
Read More Five stocks we like better than MACOM Technology Solutions 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane Want to see what other hedge funds are holding MTSI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report).
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Beam Therapeutics oznámila, že po jednáních s FDA chce pro BEAM-302, terapii pro AATD, usilovat o zrychlené schválení. Data z 29 pacientů ukázala přijatelnou bezpečnost a silné biomarkerové výsledky.
Beam Therapeutics Inc. (NASDAQ:BEAM) on Tuesday presented updated Phase 1/2 trial data for BEAM-302, an experimental base-editing therapy for alpha-1 antitrypsin deficiency (AATD).
AATD is a hereditary disorder caused by low levels of protective AAT protein, leading to lung damage (emphysema, COPD) and liver disease.
The company shared these findings at the European Respiratory Society Congress 2026, showcasing the genetic medicine’s potential to directly correct the root cause of both liver and lung complications associated with the disease.
Promising Efficacy and Safety ProfileThe clinical trial evaluated single doses of BEAM-302 across two groups: Part A for patients with AATD-related lung disease and Part B for those with mild to severe liver disease.
As of the June 2026 data cutoff, results from 29 patients demonstrated an acceptable safety profile. The most frequent side effects were mild-to-moderate infusion-related reactions, affecting 41% of participants.
Read Next
Researchers also observed mostly mild, temporary liver enzyme elevations.
Patients receiving a 60 mg dose achieved sustained, functional alpha-1 antitrypsin (AAT) levels well above the protective 11 µM threshold. The therapy also reduced human neutrophil elastase activity and cut mutant Z-AAT proteins by 84% in both cohorts.
Additionally, BEAM-302 decreased toxic protein aggregates known to worsen liver disease and amplify lung inflammation. After treatment, newly produced, corrected M-AAT made up 93% of circulating AAT, exceeding the levels typically seen in genetic carriers.
Path To Accelerated ApprovalFollowing discussions with the U.S. Food and Drug Administration (FDA), Beam plans to pursue an accelerated approval pathway for the therapy.
The submission will evaluate AAT biomarkers over a 12-month period using the 60 mg dose as the primary endpoint.
To support a future biologics license application, the biotechnology firm anticipates enrolling roughly 50 additional patients with AATD-associated lung disease into an expansion of the ongoing trial.
Beam initiated dosing for this pivotal global cohort in July.
BEAM Stock Price Activity: Beam Therapeutics shares were down 7.17% at $27.53 during premarket trading on Tuesday, according to Benzinga Pro data.
Image via Shutterstock
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Public Employees Retirement System of Ohio ve 2. čtvrtletí koupil nový podíl ve Science Applications International, a to 12 219 akcií za zhruba 1,349 mil. USD. SAIC zároveň reportoval EPS 3,01 USD a tržby 1,88 mld. USD, obojí nad odhady.
Public Employees Retirement System of Ohio bought a new stake in Science Applications International Corporation (NASDAQ:SAIC – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 12,219 shares of the company’s stock, valued at approximately $1,349,000.
A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Los Angeles Capital Management LLC bought a new position in Science Applications International during the 4th quarter worth about $25,000. Transamerica Financial Advisors LLC boosted its position in shares of Science Applications International by 477.8% during the fourth quarter. Transamerica Financial Advisors LLC now owns 260 shares of the company’s stock worth $26,000 after buying an additional 215 shares during the period. Rakuten Securities Inc. grew its holdings in shares of Science Applications International by 1,915.4% during the second quarter. Rakuten Securities Inc. now owns 262 shares of the company’s stock worth $30,000 after buying an additional 249 shares in the last quarter. Wexford Capital LP acquired a new stake in Science Applications International in the 3rd quarter valued at approximately $29,000. Finally, Global Retirement Partners LLC acquired a new stake in Science Applications International in the 4th quarter valued at approximately $35,000. 76.00% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets A number of research firms have weighed in on SAIC. Jefferies Financial Group upped their price target on Science Applications International from $130.00 to $140.00 and gave the stock a “hold” rating in a research report on Tuesday, September 1st. TD Cowen reiterated a “hold” rating on shares of Science Applications International in a report on Monday, August 31st. BNP Paribas Exane initiated coverage on shares of Science Applications International in a report on Wednesday, May 27th. They set a “neutral” rating and a $95.00 target price for the company. Wall Street Zen raised shares of Science Applications International from a “buy” rating to a “strong-buy” rating in a research report on Sunday, August 30th. Finally, Truist Financial boosted their price target on shares of Science Applications International from $110.00 to $130.00 and gave the stock a “hold” rating in a research report on Tuesday, September 1st. Two analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $124.44.
View Our Latest Stock Analysis on Science Applications International Science Applications International Stock Performance Shares of NASDAQ:SAIC opened at $126.75 on Tuesday. Science Applications International Corporation has a 52-week low of $81.08 and a 52-week high of $142.66. The company has a market capitalization of $5.31 billion, a P/E ratio of 14.82 and a beta of 0.30. The company has a 50-day simple moving average of $120.38 and a 200 day simple moving average of $106.24. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.20 and a current ratio of 1.20.
Science Applications International (NASDAQ:SAIC – Get Free Report) last posted its quarterly earnings results on Monday, August 31st. The company reported $3.01 EPS for the quarter, topping analysts’ consensus estimates of $2.31 by $0.70. The business had revenue of $1.88 billion during the quarter, compared to analysts’ expectations of $1.76 billion. Science Applications International had a return on equity of 34.68% and a net margin of 5.13%.Science Applications International’s quarterly revenue was up 6.3% on a year-over-year basis. During the same quarter last year, the company posted $3.63 earnings per share. Sell-side analysts forecast that Science Applications International Corporation will post 10.73 earnings per share for the current year.
Science Applications International Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Investors of record on Friday, October 9th will be issued a dividend of $0.37 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $1.48 dividend on an annualized basis and a dividend yield of 1.2%. Science Applications International’s payout ratio is presently 17.31%.
Science Applications International Company Profile (Free Report)
Science Applications International Corp. (SAIC) is a leading provider of technical, engineering, and enterprise IT services to the U.S. government, including the Department of Defense, the intelligence community, and civilian agencies. The company’s core offerings encompass systems engineering and integration, mission support, cybersecurity, data analytics, and cloud solutions. SAIC’s work spans the full program lifecycle, from research and development to deployment and sustainment, addressing complex defense, space, and national security challenges.
Founded in 1969 by J.
Further Reading Five stocks we like better than Science Applications International 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane Want to see what other hedge funds are holding SAIC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Science Applications International Corporation (NASDAQ:SAIC – Free Report).
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