Track market-moving stories before they get noisy

If AI and robotics suddenly feel like they are moving faster, August gave investors plenty of evidence that the pace really is accelerating. We saw longer-running agents, faster and cheaper inference, AI systems reaching into laboratories and physical equipment, robots learning from fewer demonstrations, and new capital and infrastructure forming around commercial deployment.

FIN enables Splitit to integrate with SilverLake® core banking platform and Banno digital banking platform 

, /PRNewswire/ -- Splitit, the global leader in bank-linked installment payments, today announced its integration with Jack Henry's SilverLake® core banking platform and Banno Digital Platform™ through the Jack Henry® Fintech Integration Network (FIN). The Fintech Integration Network is designed to help ensure that Jack Henry's customers can easily deploy third-party products.

Splitit and Jack Henry Demonstration Video

Splitit CEO Nandan Sheth on Splitit/Jack Henry partnership

Splitit/Jack Henry FIN partnership screenshot

Splitit/Jack Henry FIN partnership screenshot 2 Splitit debit card installments integrate with SilverLake through jXchange™ services-based programming interfaces that enable third-party fintechs and financial institutions to securely access core data and business rules. These integrations maintain data integrity by managing access through a service layer that governs all interactions, ensuring consistent and secure data exchange across platforms.

Eligible banks and credit unions can now offer embedded installments to debit and demand accountholders, enabling them to generate new fee income and compete more effectively with BNPL providers – without building new technology, becoming the lender of record, or requiring users to adopt a third-party app.

Every time a customer chooses a third-party Buy Now, Pay Later app instead of their bank, the bank loses more than a loan. It loses transaction visibility, fee income, engagement and another opportunity to strengthen the primary banking relationship. Over time, payment innovation shifts away from the financial institution and into the hands of third parties.

Splitit was built to reverse that trend. Splitit's white-label platform, integrated with Jack Henry, enables banks and credit unions to bring payment innovation back inside the banking relationship. By unlocking installment capabilities for deposit accounts and debit cards, institutions can offer seamless payment flexibility at checkout and after purchase while retaining the accountholder relationship, transaction data and economics.

"Banks and credit unions shouldn't have to watch their most loyal customers leave the banking relationship every time they want more payment flexibility," said Ran Landau, CTO of Splitit. "Consumers increasingly expect their trusted financial institution to offer installment payments that are as seamless and embedded. Building and continuously evolving an AI-powered installment platform that keeps pace with changing expectations isn't something most financial institutions should have to do on their own. That's exactly why we built Splitit. Together with Jack Henry, we're giving banks and credit unions a faster path to innovation – one that strengthens relationships, creates new revenue opportunities and helps them remain at the center of the payment experience."

Accountholders benefit from a seamless experience before and after purchase. At checkout, eligible users can select installment payments in real time with participating merchants, marketplaces and wallets. After purchase, eligible transactions will be converted into personalized installment offers, through Splitit's AI-powered personalization engine, directly within the institution's digital banking experience. In both cases, accountholders remain within the trusted banking relationship they already know.

Jack Henry's FIN takes the accountholder out of the middle, providing fintechs with direct access to Jack Henry's technical resources and test systems. FIN inclusion is not an endorsement of the fintech's product.

About Jack Henry & Associates, Inc.®

Jack Henry® (Nasdaq: JKHY) is a well-rounded financial technology company that strengthens connections between financial institutions and the people and businesses they serve. We are an S&P 500 company that prioritizes openness, collaboration, and user centricity – offering banks and credit unions a vibrant ecosystem of internally developed modern capabilities as well as the ability to integrate with leading fintechs. For 50 years, Jack Henry has provided technology solutions to enable clients to innovate faster, strategically differentiate, and successfully compete while serving the evolving needs of their accountholders. We empower approximately 7,400 clients with people-inspired innovation, personal service, and insight-driven solutions that help reduce the barriers to financial health. Additional information is available at www.jackhenry.com.

About Splitit

Splitit is the only global installment payments platform built to work inside a bank's own digital experience, not around it. By turning existing credit relationships into flexible, card-linked installment plans, Splitit gives financial institutions a way to deepen customer engagement, strengthen deposit retention, and unlock new revenue, all without requiring customers to open a new account or download a third-party app. Banks and credit unions retain full control over eligibility, credit policy, and the customer relationship throughout. Trusted by financial institutions and leading brands across luxury retail, digital marketplaces, and technology, Splitit operates in more than 100 countries and powers embedded installment experiences — including inside Samsung Wallet — at scale. Learn more at Splitit.com.

The Harris Agency for Splitit
David Resnic or Chrissy Carney
[email protected]

SOURCE Splitit USA, Inc.

NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against GoDaddy Inc. (“GoDaddy” or the “Company”) (NYSE: GDDY) on behalf of investors that purchased or otherwise acquired GoDaddy common stock between September 3, 2025 and February 24, 2026 (the “Class Period”).

CLICK HERE TO JOIN THE CASE

If you are an investor in GoDaddy and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (212) 329-8566.

DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than October 20, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.

The Complaint alleges that throughout the Class Period, the Defendants made false and misleading statements, and omitted information necessary to make the statements not false or misleading at the time they were made, because while the Company represented to investors that its strategy “isn’t to grow customers just for the sake of growing customers” and that “[w]e’ve seen the average order size go up,” the Company had implemented a promotion focusing on short term contracts with smaller valuations, which in turn led to a decrease in total bookings and deceleration of bookings growth for both the fourth quarter and full year 2025.

The Complaint further alleges that on February 24, 2026 after the close of the market, the truth regarding the Company’s promotional discount instituted in the fall of 2025 and its material, adverse effect on total bookings growth was revealed when the Company issued a press release reporting its fourth quarter and full year 2025 financial results with the SEC on Form 8-K (the “Press Release”). The Press Release revealed that total bookings growth had sharply decelerated to 5% in the fourth quarter of 2025.

The Complaint alleges that these disclosures caused the price of GoDaddy common stock to decline from a price of $92.30 per share on Tuesday, February 24, 2026 to a closing price of $79.12 per share on Wednesday, February 25, 2026, a decline of $13.18 per share, or more than 14% on heavier than usual volume.

WHY CONTACT KAPLAN FOX?

Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.

Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.

For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.

If you have any questions about this Notice, your rights, or your interests, please contact:

CONTACT:
Frederic S. Fox
KAPLAN FOX & KILSHEIMER LLP
800 Third Avenue, 38th Floor
New York, NY 10022
(212) 329-8566
[email protected]

Donald R. Hall
KAPLAN FOX & KILSHEIMER LLP
800 Third Avenue, 38th Floor
New York, NY 10022
(212) 329-8559
[email protected]

Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.

https://www.kaplanfox.com/case/godaddy-inc-investor-alert-learn-more-now/

Academy Sports and Outdoors, Inc. (ASO - Free Report) came out with quarterly earnings of $2.31 per share, beating the Zacks Consensus Estimate of $2.1 per share. This compares to earnings of $1.94 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +10.00%. A quarter ago, it was expected that this company would post earnings of $0.91 per share when it actually produced earnings of $0.93, delivering a surprise of +2.2%.

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

Academy Sports and Outdoors, which belongs to the Zacks Leisure and Recreation Products industry, posted revenues of $1.65 billion for the quarter ended July 2026, missing the Zacks Consensus Estimate by 0.45%. This compares to year-ago revenues of $1.6 billion. The company has topped consensus revenue estimates just once 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.

Academy Sports and Outdoors shares have lost about 10.5% since the beginning of the year versus the S&P 500's gain of 12.1%.

What's Next for Academy Sports and Outdoors?While Academy Sports and Outdoors 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 Academy Sports and Outdoors was unfavorable. 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 #4 (Sell) for the stock. So, the shares are expected to underperform 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 $1.27 on $1.43 billion in revenues for the coming quarter and $6.43 on $6.3 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Leisure and Recreation Products is currently in the top 42% 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.

MasterCraft Boat Holdings, Inc. (MCFT - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on September 10.

This sport boats maker is expected to post quarterly earnings of $0.61 per share in its upcoming report, which represents a year-over-year change of +52.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

MasterCraft Boat Holdings, Inc.'s revenues are expected to be $119.25 million, up 50% from the year-ago quarter.

Tanger® (NYSE: SKT), a leading owner and operator of outlet and other open-air retail shopping destinations, announced today that its financial results for the quarter ended September 30, 2026 will be released on Wednesday, November 4, 2026 after the market close. The Company will host its conference call for analysts, investors, and other interested parties on Thursday, November 5, 2026 at 8:30 a.m. Eastern Time.

The conference call will be available to the public through a live audio webcast on Tanger’s Investor Relations website, investors.tanger.inc. An online archive of the webcast will also be available following the call through November 19, 2026.

About Tanger®

Tanger Inc. (NYSE: SKT) is a leading owner and operator of outlet and other open-air retail shopping destinations, with 45 years of expertise in the retail and outlet shopping industries. Tanger’s portfolio of 38 outlet centers and four open-air lifestyle centers includes nearly 17 million square feet well positioned across tourist destinations and vibrant markets in 22 U.S. states and Canada. A publicly traded REIT since 1993, Tanger continues to innovate the retail experience for its shoppers with over 3,000 stores operated by more than 800 different brand name companies. For more information on Tanger, call 1-800-4TANGER or visit tanger.inc.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260909794525/en/

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure

Progyny (PGNY - Free Report) closed the last trading session at $27.15, gaining 2.2% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $34 indicates a 25.2% upside potential.

The average comprises 12 short-term price targets ranging from a low of $30.00 to a high of $40.00, with a standard deviation of $3.19. While the lowest estimate indicates an increase of 10.5% from the current price level, the most optimistic estimate points to a 47.3% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.

But, for PGNY, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Here's Why There Could be Plenty of Upside Left in PGNYAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current year, one estimate has moved higher over the last 30 days compared to no negative revision. As a result, the Zacks Consensus Estimate has increased 5%.

Moreover, PGNY currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much PGNY could gain, the direction of price movement it implies does appear to be a good guide.

Key Takeaways Nuuly's Q2 fiscal 2027 revenues rose 29% to $179M as average active subscribers climbed 30% to 484,000.Adjusted Subscription operating income jumped 44% to $18M, with margin expanding 106 bps to 10.1%.Management sees high-20% Nuuly revenue growth in Q3 and fiscal 2027, with full-year sales above $700M. Nuuly is emerging as a profitable growth engine for Urban Outfitters Inc. (URBN - Free Report) , supported by subscriber expansion, a broader assortment and improving operating efficiency. Investments in personalization, fit guidance and fulfillment are strengthening the rental experience, while additional capacity and automation are establishing a foundation for continued growth.

The second quarter of fiscal 2027 results reinforce the view. Nuuly’s revenues increased 29% year over year to $179 million as average active subscribers rose 30% to 484,000, an increase of 113,000. Active subscribers exceeded 500,000 in early June before easing with the business’ typical summer seasonality.

Scale is translating into stronger economics. Adjusted Subscription segment operating income increased 44% to $18 million, while the adjusted operating margin expanded 106 basis points to 10.1%. Adjusted gross profit rose 32% to $53 million and the margin improved 83 basis points to 29.4%, mainly reflecting leverage in logistics expenses.

Nuuly’s assortment grew 35% to nearly 33,000 choices. Nike began rolling out in August, while J.Crew is scheduled to debut in October. Enhanced recommendations and customized fit guidance have improved satisfaction metrics, while delivery upgrades add convenience. Planned automation should generate logistics savings. Once the East Coast expansion is complete, Nuuly’s network should support roughly 1.2 million subscribers.

Management projects high-20% Nuuly revenue growth for the third quarter and fiscal 2027, with full-year revenues exceeding $700 million and a high-single-digit operating margin. Although margins should ease seasonally during the second half, continued subscriber momentum and fulfillment efficiencies support the outlook. A program extension planned for the first half of next year could provide another catalyst by increasing revenue per user.

URBN’s Price Performance, Valuation & EstimatesShares of Urban Outfitters have gained 20.6% over the past six months against the industry’s 10.3% decline.

Image Source: Zacks Investment Research

From a valuation standpoint, URBN trades at a trailing price-to-sales ratio of 1.06, below the industry’s average of 1.35. It has a Value Score of A.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Urban Outfitters’ fiscal 2027 earnings implies year-over-year growth of 13.2%, while the same for fiscal 2028 indicates an uptick of 12.4%. Estimates for fiscal 2027 and 2028 have been revised upward by 8 cents and 18 cents, respectively, over the past 30 days.

Image Source: Zacks Investment Research

Urban Outfitters currently carries a Zacks Rank #2 (Buy).

Other Key Picks in RetailFIGS, Inc. (FIGS - Free Report) is an apparel company focused on the healthcare industry. Its offerings include lab coats, jackets, footwear, bags, socks and other accessories used by healthcare professionals. The company carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for FIGS’ current financial-year earnings and sales suggests growth of 89.5% and 18.2%, respectively, from the year-ago actuals. FIGS delivered a trailing four-quarter average earnings surprise of 201.8%.

Boot Barn Holdings, Inc. (BOOT - Free Report) is the largest lifestyle retailer in the United States, specializing in western and work-related footwear, apparel and accessories. The company also holds a Zacks Rank #2 at present.

The Zacks Consensus Estimate for Boot Barn’s current fiscal-year earnings and sales suggests growth of 22.6% and 15.7%, respectively, from the year-ago actuals. BOOT delivered a trailing four-quarter average earnings surprise of 11.4%.

Fossil Group, Inc. (FOSL - Free Report) is involved in designing, marketing and distributing consumer fashion accessories. It also carries a Zacks Rank #2.

The Zacks Consensus Estimate for Fossil Group’s current fiscal-year earnings suggests growth of 96.7% from the year-ago actuals. FOSL delivered a trailing four-quarter average negative earnings surprise of 236.2%.

NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Hims & Hers Health, Inc. (“Hims & Hers” or the “Company”) (NYSE: HIMS) on behalf of investors that purchased or otherwise acquired Hims & Hers securities between August 4, 2025 and July 29, 2026 (the “Class Period”).

CLICK HERE TO JOIN THE CASE

If you are an investor in Hims & Hers and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.

DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than November 2, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.

On July 29, 2026, the Federal Trade Commission (“FTC”), the People of the State of California through Los Angeles County Counsel and the Utah Division of Consumer Protection sued Hims & Hers in the Northern District of California. According to the FTC, the action alleges that Hims & Hers fails to clearly disclose that it charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is “right for them.” The FTC also alleges that the company has made it difficult for consumers to cancel subscriptions and misled consumers about keeping their health information private. The FTC alleges that Hims shared consumers’ health information with Meta, Snap and other third parties.

Following this news, the price of Hims & Hers stock fell $4.32 per share, or 14.73%, to close at $25.00 per share on July 29, 2026.

Based on the FTC allegations, the complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts to investors, including that (1) the Company shared consumers’ health information with third-party advertising platforms; (2) the Company charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is “right for them;” (3) the foregoing conduct subjected the Company to regulatory scrutiny; (4) as a result of the foregoing, the Company was reasonably likely to incur fees and penalties; and (5) as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

WHY CONTACT KAPLAN FOX?

Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.

Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.

For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.

If you have any questions about this Notice, your rights, or your interests, please contact:

CONTACT:

Pamela A. Mayer
KAPLAN FOX & KILSHEIMER LLP
800 Third Avenue, 38th Floor
New York, New York 10022
(646) 315-9003
[email protected]

Laurence D. King
KAPLAN FOX & KILSHEIMER LLP
1999 Harrison Street, Suite 1501
Oakland, California 94612
(415) 772-4704
[email protected]

Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.

https://www.kaplanfox.com/case/hims-hers-health-inc-class-action-investigation-learn-more-now/

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Let's take a look at what these Wall Street heavyweights have to say about SoundHound AI, Inc. (SOUN - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.

SoundHound AI currently has an average brokerage recommendation (ABR) of 1.75, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by eight brokerage firms. An ABR of 1.75 approximates between Strong Buy and Buy.

Of the eight recommendations that derive the current ABR, five are Strong Buy, representing 62.5% of all recommendations.

Brokerage Recommendation Trends for SOUN

Check price target & stock forecast for SoundHound AI here>>>

The ABR suggests buying SoundHound AI, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.

In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.

The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.

Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.

There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.

Is SOUN a Good Investment?In terms of earnings estimate revisions for SoundHound AI, the Zacks Consensus Estimate for the current year has increased 21.8% over the past month to -$0.16.

Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for SoundHound AI. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, the Buy-equivalent ABR for SoundHound AI may serve as a useful guide for investors.

On Holding (ONON - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Over the past month, shares of this running-shoe and apparel company have returned -11.8%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Retail - Apparel and Shoes industry, which On Holding falls in, has lost 14.2%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

On Holding is expected to post earnings of $0.47 per share for the current quarter, representing a year-over-year change of -6%. Over the last 30 days, the Zacks Consensus Estimate has changed -10.5%.

The consensus earnings estimate of $1.73 for the current fiscal year indicates a year-over-year change of +78.4%. This estimate has changed -3.4% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $2 indicates a change of +16.1% from what On Holding is expected to report a year ago. Over the past month, the estimate has changed -7%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, On Holding is rated Zacks Rank #5 (Strong Sell).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of On Holding, the consensus sales estimate of $1.15 billion for the current quarter points to a year-over-year change of +16.1%. The $4.33 billion and $5.15 billion estimates for the current and next fiscal years indicate changes of +18.9% and +18.9%, respectively.

Last Reported Results and Surprise HistoryOn Holding reported revenues of $1.08 billion in the last reported quarter, representing a year-over-year change of +18.5%. EPS of $0.44 for the same period compares with -$0.11 a year ago.

Compared to the Zacks Consensus Estimate of $1.11 billion, the reported revenues represent a surprise of -3.42%. The EPS surprise was 0%.

Over the last four quarters, On Holding surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

On Holding is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about On Holding. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.

Signet (SIG - Free Report) came out with quarterly earnings of $2.19 per share, beating the Zacks Consensus Estimate of $1.69 per share. This compares to earnings of $1.61 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +29.59%. A quarter ago, it was expected that this jewelry company would post earnings of $1.32 per share when it actually produced earnings of $1.56, delivering a surprise of +18.18%.

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

Signet, which belongs to the Zacks Retail - Jewelry industry, posted revenues of $1.53 billion for the quarter ended July 2026, missing the Zacks Consensus Estimate by 0.04%. This compares to year-ago revenues of $1.54 billion. The company has topped consensus revenue estimates just once 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.

Signet shares have lost about 0.3% since the beginning of the year versus the S&P 500's gain of 12.1%.

What's Next for Signet?While Signet 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 Signet 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 $0.74 on $1.39 billion in revenues for the coming quarter and $10.66 on $6.84 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Retail - Jewelry is currently in the top 14% 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.

One other stock from the broader Zacks Retail-Wholesale sector, 1-800-Flowers.com (FLWS - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on September 10.

This flower and gift retailer is expected to post quarterly loss of $0.79 per share in its upcoming report, which represents a year-over-year change of -14.5%. The consensus EPS estimate for the quarter has been revised 1.7% lower over the last 30 days to the current level.

1-800-Flowers.com's revenues are expected to be $293.6 million, down 12.8% from the year-ago quarter.

Signet (SIG - Free Report) reported $1.53 billion in revenue for the quarter ended July 2026, representing a year-over-year decline of 0.5%. EPS of $2.19 for the same period compares to $1.61 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.53 billion, representing a surprise of -0.04%. The company delivered an EPS surprise of +29.59%, with the consensus EPS estimate being $1.69.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Signet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Change in Same store sales - North America segment: 1.9% compared to the 1.9% average estimate based on two analysts.Number of Stores - Total: 2,534 compared to the 2,543 average estimate based on two analysts.Number of Stores - International segment: 252 versus 249 estimated by two analysts on average.Change in Same store sales - Total: 2.2% compared to the 2% average estimate based on two analysts.Number of Stores - North America segment: 2,282 versus 2,294 estimated by two analysts on average.Change in Same store sales - International segment: 6% compared to the 2.4% average estimate based on two analysts.Sales- North America segment: $1.43 billion versus the two-analyst average estimate of $1.43 billion. The reported number represents a year-over-year change of +0.1%.Sales- International segment: $96.6 million compared to the $92 million average estimate based on two analysts. The reported number represents a change of +5.2% year over year.Sales- Other segment: $3.2 million versus $4.15 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -80.7% change.View all Key Company Metrics for Signet here>>>

Shares of Signet have returned -12.7% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Signet Jewelers stock entered Wednesday slightly lower for the year. That fell by the wayside at the opening bell.

[url="]Cognyte Software Ltd.[/url] (NASDAQ: CGNT) (the “Company,” “Cognyte,” “we,” “us” and “our”), a global leader in AI-powered investigat

9.9.2026 17:18

Index Dow Jones -0,78 % na 52374,21 b. S&P 500 -0,56 % na 7630,36 b. Nasdaq Composite -0,78 % na 26216,41 b.

Ve středeční seanci americké indexy otevírají v červených úrovních, když hlavní příčinou poklesu je eskalující konflikt mezi USA a Iránem, včetně uzavřeného Hormůzského průlivu. K dalšímu bombardování ze strany Iránu došlo poté, co USA zaútočily a zničily pět íránských ropných tankerů, čímž zintenzivnily konflikt s Teheránem, který se táhne již šest měsíců. Vzhledem k tomu, že si obě strany vyměňují další útoky, naděje na brzké vyřešení bojů se vytratily. Během návštěvy Kolumbie americký ministr zahraničí Marco Rubio naznačil, že odvetné útoky pravděpodobně brzy neustanou, a varoval Írán, že „ztratí tankery“, když se pokusí „zasáhnout americké válečné lodě“. Investory  a celý svět tak nyní trápí nárůst cen ropy, který oživil obavy, že vyšší náklady na energie by mohly udržet inflaci na vysoké úrovni a přesvědčit centrální banky k zpřísnění politiky. Výnosy amerických státních dluhopisů se v této souvislosti zvýšily. Referenční výnos 10letých amerických státních dluhopisů se v úterý krátce dostal nad 4,8 %, což je blízko nejvyšší úrovně od listopadu 2023, což zvýšilo relativní atraktivitu dluhopisů a zvýšilo náklady na půjčky pro firmy a spotřebitele. Trhy a investoři se nyní  zaměřují na údaje o inflaci v USA, které mají být zveřejněny koncem tohoto týdne, přičemž se očekává, že index spotřebitelských cen v pátek poskytne nové vodítka o směru politiky Fedu. Podle názoru analytiků rostou sázky na zvýšení úrokových sazeb ze strany FEDu v příštím týdnu a to v souvislosti s obnovenými obavami z inflace. Podle CME FedWatch trhy odhadovaly pravděpodobnost nárůstu o čtvrtinu bazického bodu zhruba na 60 %, oproti zhruba 40 % před týdnem.

V centru dění je dnes ropa a proražení ceny Brentu nad 100 USD/barel je pro trhy významným psychologickým milníkem, ale větší obavou je, co to znamená pro inflaci. Dlouhodobý ropný šok by mohl udržet vysoký cenový tlak a zkomplikovat cestu centrálním bankám, které se již tak potýkají s obtížným politickým prostředím. Dnes byly také reportovány od EIA surové zásoby ropy ke dni 2.9., které klesly o 4,5 mil. barelů, když trh očekával menší pokles o 2,5 mil. barelů. Lehká ropa WTI v reakci na situaci roste o 3,1% a dostává se k úrovni 95,8 USD/barel. tato situace je příznivě nakloněna akciím v těžebním sektoru černého zlata a tak akcie těžaře APA ( APA ) dnes posilují o 1,9% a také akcie těžebního obra Exxon Mobil ( XOM ) se posunují výše na tržní ceně o cca 2%. V kladných úrovních se drží také akcie britské skupiny BP ( BP ), jež rostou o 1,6% a také akcie brazilského těžaře Petrobrasu ( PBR ) obchodují výš o cca 1,5%. a ještě lépe jsou na tom akcie Occidentalu Petroleum ( OXY ) se ziskem cca 2,5% a daří se také akciím Shellu ( SHEL ), které přidávají cca 1%. Za zmínku stojí také akcie amerického výrobce a dodavatele těžního zařízení Halliburtonu ( HAL ), které přidávají na tržní ceně více než 2% a také akcie francouzského konkurenta Schlumbergeru ( SLB ) přidávají na tržní ceně více než 3,5%.

Poměrně slušně dnes  za přispění geopolitického rizika a  oslabujícího dolaru profituje žlutý kov, který přidává cca 0,5% a dostává se k úrovni 4 460 USD/Troy. unci. Tato situace hraje do karet akciím v těžebním sektoru zlata a tak akcie největšího kanadského těžaře posilují na tržní ceně o cca 1,5% a také akcie jeho amerického konkurenta Newmontu ( NEM ) jsou na tom podobně se ziskem necelých 1,5%. Za pozornost stojí také akcie známého těžaře Eldorado Gold ( EGO ), které posilují na tržní ceně o cca 2,9%.

Z indexu S&P 500 zaznamenávají největší pokles akcie amerického řetězce obchodů se smíšeným zbožím Casey's General Stores který reportoval výsledky hospodaření za první kvartál fiskálního roku 2027, jeho porovnatelné tržby zaostaly za očekáváním. Akcie Casey's General Stores ( CASY ) se ocitají pod tlakem investorů a ztrácí -16%. 

Index S&P 500 -0,56 % na 7630,36 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +0,8 % Zbytná spotřeba -1,6 % Finanční sektor -0,3 % Utility -1,2 % Zdravotní péče -0,3 % Průmysl -1,2 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Meta Platforms (META) +7,0 % Casey's General Stores (CASY) -16 % Datadog (DDOG) +5,4 % Vertiv Holdings (VRT) -6,9 % Marvell Technology (MRVL) +4,8 % Booking Holdings (BKNG) -4,8 % Lumentum Holdings (LITE) +3,5 % Tractor Supply (TSCO) -4,5 % F5 (FFIV) +3,3 % Kimberly-Clark Corp (KMB) -4,4 %
Luboš Bedrník
Fio banka, a.s.
Prohlášení

PARIS & HERNDON, Va.--(BUSINESS WIRE)---- $BKSY #analytics--BlackSky named exclusive provider of very high-resolution EO constellation for initiative to build world's largest AI infrastructure in space.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Expand Energy (EXE - Free Report) Expand Energy Corporation is a leading U.S.-based natural gas producer formed through the merger of Chesapeake Energy Corporation and Southwestern Energy Company. The all-stock merger, completed on Oct. 1, 2024, established a premier natural gas-focused company with leading positions in the Haynesville and Appalachian basins, premium drilling inventory and proximity to key liquefied natural gas (LNG) and domestic demand markets. The merger strengthened scale, operational efficiencies and financial resilience, supporting an investment-grade balance sheet, enhanced credit capacity and significant shareholder returns, while positioning the company to meet growing global energy demand.

EXE is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. EXE has a Growth Style Score of B, forecasting year-over-year earnings growth of 44.9% for the current fiscal year.

Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.37 to $8.84 per share. EXE boasts an average earnings surprise of +7.2%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, EXE should be on investors' short list.

 | Source: Rogers Communications Canada Inc.

Includes Monday Night Hockey and over 100 additional matchups

The best sports entertainment experience now includes more games than ever before

TORONTO, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Rogers Communications today announced the addition of exclusive Sportsnet+ content to TV packages at no additional cost, including over 150 NHL games.

“Rogers Xfinity brings sports fans more NHL games than ever before and the best seat in the house,” said Bret Leech, President, Residential. “By adding content exclusive to Sportsnet+ into our TV packages, we’re bringing more value to Rogers Xfinity customers and making it easier for them to seamlessly catch all the action with our world-class platform.”

Starting September 29, Rogers is adding three new digital channels with the exclusive content to Rogers Xfinity TV packages that have Sportsnet, making it the best place for hockey fans to catch NHL action all season long. Customers do not need to take any action and can simply use their award-winning voice remote to find NHL games, including Monday Night Hockey and over 100 additional matchups along with other exclusive sports content.

Rogers Xfinity TV customers with Sportsnet in their package now have more reasons to watch with the exclusive content in the Sportsnet+ add-on package, valued at $12.99 per month, included automatically.

For more information on Rogers Xfinity TV, visit rogers.com

About Rogers Communications Inc.
Rogers is Canada’s communications, sports and entertainment company, and its shares are publicly traded on the Toronto Stock Exchange (TSX: RCI.A and RCI.B) and on the New York Stock Exchange (NYSE: RCI). For more information, please visit rogers.com or about.rogers.com/investor-relations.

For more information:
Rogers Communications
[email protected]
1-844-226-1338

Tractor Supply Company (TSCO) Barclays 19th Annual Global Consumer Staples Conference September 9, 2026 8:15 AM EDT

Company Participants

Harry Lawton - President, CEO & Director
Kurt Barton - Executive VP, CFO & Treasurer

Conference Call Participants

Seth Sigman - Barclays Bank PLC, Research Division

Presentation

Seth Sigman
Barclays Bank PLC, Research Division

All right. Good morning, everybody. Thanks for coming. My name is Seth Sigman. I am the U.S. hardline, broadline food retail analyst here at Barclays. My pleasure to have the management team of Tractor Supply with us today, Hal Lawton, President and CEO; Kurt Barton, EVP, CFO and Treasurer. We also have Mary Winn Pilkington, SVP, IR and Public Relations, in the audience somewhere. I don't know -- there she is. Perfect.

Interesting time for Tractor Supply, a lot we want to cover today. I guess, first for you, Hal, to kick it off, high level, Tractor Supply has discussed a number of external drivers influencing the business over the last few quarters. We'll also talk a lot about the company-specific opportunities. But if we could just level set here, maybe frame down the top-down view of the business right now. What are some of the key factors, key end market dynamics that you're seeing? And what are you most and least optimistic about as we sort of look out?

Question-and-Answer Session

Harry Lawton
President, CEO & Director

Yes. Good morning, everyone, and thanks for joining us today, and thanks, Seth, for the question, and thanks for having us here.

As Seth mentioned, kind of, if we start at the high level, Tractor Supply participates in a large market. We estimate our market to be $225 billion in size. We're the largest player in our market at around 7% to 8% market share. If you just kind of look at it over multi-decades, it's a very attractive

Bitmine just loaded up on nearly 30,000 more Ethereum tokens, pushing its treasury toward a staggering size that rivals its entire stock market value. But the real question is whether this buying spree moves the price of ETH or simply…

Bitmine Immersion Technologies (NYSE:BMNR | BMNR Price Prediction) added 28,086 Ethereum over the past week, lifting its Ethereum (CRYPTO:ETH) treasury to 5.93 million tokens and its total crypto and cash holdings to $15.7 billion as of September 8, 2026. With Ethereum trading around $2,500, the company’s ETH portfolio alone is worth nearly $15 billion, while the larger figure also includes cash and other crypto assets.

BMNR is trading at $24.97, up 35.49% over the past month but still down 40.8% over the past year. At roughly $15.06 billion, its market value is now close to its crypto holdings. If Bitmine keeps buying Ethereum at this pace, does the buying eventually push ETH higher, or does the bigger impact show up in BMNR’s stock instead?

How Bitmine’s Treasury Model Works

A crypto treasury company raises money in the public markets and uses it to buy digital assets for its balance sheet. That makes the stock a leveraged bet on the coin because shareholders are exposed to both the treasury’s value and the underlying asset’s performance. When Ethereum rises, the value of Bitmine’s holdings rises with it, which can push BMNR higher. When ETH falls, the same exposure works in reverse, and the stock can take a bigger hit.

The way Bitmine funds its purchases also affects what existing shareholders own. If the company uses cash already on its balance sheet, shareholders keep the same claim on the treasury. If Bitmine issues new shares to raise money for more ETH, the treasury gets bigger, but so does the number of shares competing for it. The strategy only works for existing shareholders if the additional ETH adds enough value to offset that dilution.

Bitmine’s mining operation is based at its Silverton, Texas facility, where it runs 4,640 machines and generates roughly $1.2 million a quarter. The company has since shifted its focus heavily toward Ethereum, with MAVAN, its Made in America Validator Network, launching on March 25, 2026. The platform allows Bitmine to stake its ETH and earn fees from the treasury, with Tom Lee estimating that fully staking the holdings could generate about $374 million a year.

Bitmine’s Buying Is Not the Same as Ethereum Demand

Bitmine holding 5.93 million ETH removes a meaningful amount of supply from the market, which can support the price at the margin if the company continues accumulating. But one company buying heavily does not prove that demand for Ethereum is spreading across the wider market. ETH still depends on broader capital flows, ETF activity, and overall liquidity, with Bitmine’s purchases representing just one part of that picture.

There is also a limit to what can be inferred from the size of Bitmine’s treasury. The company is accumulating ETH for its own balance sheet and staking strategy, but that does not mean other businesses are preparing to use ETH for payments, settlement, or network fees. 

The release does not identify a settlement asset, partner network, or fee-sharing arrangement that would create additional demand for ETH, so Bitmine’s buying should be viewed as one large buyer accumulating the asset, rather than evidence of a broader corporate adoption trend.

Tom Lee’s $6,000 Ether Forecast Comes With a Conflict to Consider

Tom Lee said on August 28, 2026, that Ethereum could reach $6,000 by the end of the year if Bitcoin climbs to $150,000 and the ETH-to-BTC ratio rises from around 0.03 to 0.04. However, Lee’s work at Fundstrat and his role at Bitmine both stand to benefit from a stronger Ethereum price, so his $6,000 target is worth considering alongside the incentives.

Bitmine has been buying heavily into an asset that has suffered a sharp longer-term decline. The company’s Q4 FY25 disclosure showed that ETH had fallen roughly 50% from its ATH of $4,953 reached in August 2025, creating unrealized losses on the treasury. Bitmine still reported $328.16 million in FY2025 net income and fully diluted earnings of $13.39 per share, but the value of its massive ETH position will continue to move with the coin.

If Lee’s forecast is right, those purchases could look very different by year-end. If ETH falls further, the size of the treasury also means the losses could grow quickly.

Does This Move ETH, or Just BMNR? Bitmine is building one of the largest corporate ETH treasuries through a listed company, and BMNR’s market value now sits close to the value of its crypto holdings, giving shareholders high-beta exposure to Ethereum while adding potential staking income through MAVAN.

For ETH holders, the case is less convincing because Bitmine’s purchases remove some coins from the market but do not create the kind of broad demand that can sustain a global asset on its own. The bigger question is whether other buyers follow, particularly through ETFs and institutional channels, while Ethereum continues to attract demand from staking and network activity.

The key questions are whether Bitmine keeps buying ETH at this pace, how much of the buying comes from new shares, and whether the ETH-to-Bitcoin ratio moves from 0.03 toward Lee’s 0.04 target. If those three factors move in Bitmine’s favor, BMNR could benefit significantly from an Ethereum recovery.

For now, the stronger case is that Bitmine’s strategy could move BMNR more than it moves ETH. 

Contact [email protected] for any questions or corrections.

It's Not Too Late to Jump on These Under-the-Radar Momentum PlaysODDITY Tech NASDAQ: ODD reported second-quarter 2026 net revenue of $181 million, down 25% from a year earlier, as its IL MAKIAGE brand continued to face higher customer-acquisition costs tied to an advertising-account dislocation with its largest ad partner.

Management said the quarterly revenue result came in at the favorable end of its prior guidance range for a 25% to 30% decline. Adjusted EBITDA was $13 million, above the company’s outlook of $8 million to $10 million, while adjusted diluted earnings per share totaled $0.20.

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Oddity Tech's AI-Powered Debut Sparks Optimism For '23 IPO MarketCo-founder and CEO Oran Holtzman said the company remains focused on resolving the issue affecting IL MAKIAGE’s ability to reach intended audiences through its main advertising partner. He said ODDITY and the advertising partner are conducting intensive testing and that the company believes the issue is technical and related to “audience drift” in the partner’s algorithm rather than underlying brand demand.

“Once it’s behind us, we are back to growth,” Holtzman said, adding that IL MAKIAGE has a pipeline of products that the company intends to support once customer-acquisition costs normalize.

IL MAKIAGE Pressure Weighs on Sales and Margins Global CFO Lindsay Drucker Mann said IL MAKIAGE’s advertising disruption affected first-order revenue most heavily, while also reducing repeat purchases tied to advertising activity. Companywide net revenue from first orders declined about 40% year over year in the second quarter, driven by IL MAKIAGE, while repeat-order revenue fell about 20%.

Average order value declined approximately 8% from the prior-year period. Drucker Mann attributed the decline largely to lower IL MAKIAGE average order values, reflecting fewer first orders, which typically carry higher order values than repeat purchases, as well as a product-mix shift away from IL MAKIAGE skin products.

Gross margin fell to 68.7% from 72.3% a year earlier, a decline of approximately 360 basis points. The company cited lower average order values as a factor. Drucker Mann said ODDITY does not view the margin pressure as structural, noting that its longer-term gross-margin expectation remains in the high-60% range and that improved acquisition conditions should allow the company to resume optimizing for average order value.

Holtzman said the company is also expanding its efforts across distribution and advertising channels to make the business more resilient, though he did not announce specific initiatives. He said maintaining a substantial direct-to-consumer business remains important because of the customer data it provides.

SpoiledChild and METHODIQ Provide Growth Areas While IL MAKIAGE faced pressure, management highlighted continued momentum at SpoiledChild and early progress from the recently launched METHODIQ brand.

SpoiledChild is expected to grow at least 35% in 2026 and approach $350 million in net revenue, according to Holtzman. He said the wellness brand continued to generate strong customer cohort metrics, including average order value and repeat purchasing. Twelve-month net-revenue repeat rates at SpoiledChild are above 100%, management said.

The company said SpoiledChild has been affected by the same advertising-algorithm issue, but to a lesser degree than IL MAKIAGE. ODDITY increased acquisition spending behind SpoiledChild during the quarter, citing attractive expected 12-month contribution margins. Holtzman said the company plans to continue international expansion for the brand and has more than eight products and categories planned for next year.

METHODIQ, which launched several months ago, is expected to generate more first-year revenue than SpoiledChild did in its first year, according to management. The medical-grade brand launched with 30 products spanning non-prescription offerings, prescription products and personalized treatment protocols.

Holtzman pointed to hyperpigmentation as an early area of traction for METHODIQ. The brand uses computer vision to assess dark spots and uneven skin tone, with the resulting data provided to a healthcare provider that can issue a personalized treatment plan. He said one of METHODIQ’s products, Melanex 509, uses ODDITY LABS’ patented molecule combination called ODDL1007.

The company also plans to expand METHODIQ into additional categories in 2027. Holtzman said a category of particular interest is longevity and metabolic health, where the company intends to offer legally available prescription injectable and peptide therapies.

Outlook Calls for Sequential Improvement For the third quarter, ODDITY expects net revenue to decline approximately 5% year over year, representing a meaningful improvement from the first half of 2026. The company expects adjusted EBITDA of $18 million to $20 million.

For the full year, ODDITY forecast a net-revenue decline of approximately 19% and adjusted EBITDA between $30 million and $32 million. Drucker Mann said the company expects stronger repeat revenue in the second half but is maintaining a conservative fourth-quarter outlook because it has not yet determined how much advertising spending will be directed toward testing versus revenue generation.

The company ended the quarter with $561 million in cash equivalents and investments, while its $350 million in credit facilities remained undrawn. During the quarter, ODDITY repurchased 5.6 million shares for $80 million, bringing year-to-date repurchases to 11.7 million shares for $163 million. The company said those repurchases reduced ordinary shares outstanding by approximately 20%, with about $87 million remaining under its $200 million repurchase authorization.

ODDITY also repurchased $50 million face value of its zero-coupon June 2030 exchangeable notes for $35 million during June. Management said it plans to remain opportunistic in managing its capital structure.

About ODDITY Tech (NASDAQ:ODD)Oddity Tech Ltd. operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States and internationally. It serves consumers worldwide through its AI-driven online platform, which uses data science, machine learning, and computer vision capabilities to identify consumer needs, and develop solutions in the form of beauty and wellness products. The company sells beauty, hair, and skin products under the IL MAKIAGE and SpoiledChild brands.

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Approximately $1.2 billion investment expected to create about 490 high-skill, high-wage manufacturing jobs in South Carolina’s UpstateBlacksburg facility will serve as a cornerstone of USA Rare Earth’s domestic magnet manufacturing footprint and advance the Company’s integrated mine-to-magnet value chainInvestment strengthens U.S. capacity to produce critical rare earth metals and magnets for defense, aerospace, semiconductors, energy and other advanced industries BLACKSBURG, S.C., Sept. 09, 2026 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (“USA Rare Earth,” “USAR” or the “Company”), a rare earth, critical minerals and advanced materials company, today broke ground on its new rare earth metal and magnet manufacturing facility in Blacksburg, South Carolina, marking a major step in the Company’s effort to build a secure, integrated rare earth supply chain for the United States and its allies.

Located on a 124-acre site in Bailey Industrial Park in Cherokee County, the approximately 800,000-square-foot facility represents an approximately $1.2 billion investment and is expected to create roughly 490 high-skill, high-wage manufacturing jobs in South Carolina’s Upstate. Once online, the facility is targeting production capacity of 6,400 metric tons per annum (tpa) of sintered neodymium-iron-boron (NdFeB) permanent magnets and 5,000 tpa of strip-cast metal and alloy, with commissioning targeted to begin in 2028.

“Breaking ground in Blacksburg is an important moment because it moves our vision from plans on paper to infrastructure taking shape,” said Barbara Humpton, Chief Executive Officer of USA Rare Earth. “We’re building the capabilities America needs to make critical rare earth materials and magnets at home, while making a long-term investment in the people and communities that will help us do it. We’re proud that the next chapter of USA Rare Earth’s growth is being built here in South Carolina.”

Investing in South Carolina and the Upstate

USA Rare Earth selected Blacksburg following a comprehensive evaluation of nearly 275 potential sites across the country. South Carolina stood out for its skilled advanced manufacturing workforce, reliable power, transportation infrastructure, proximity to customers and suppliers, and strong support from state and local partners. Located along the Interstate 85 corridor, the operation will add to an advanced manufacturing ecosystem that has made the Upstate an important center of American industrial production.

As part of its broader commitment to Cherokee County and the region’s growing manufacturing economy, USA Rare Earth today also announced a $250,000 contribution to Spartanburg Community College to support its new SPARK Center in Cherokee County. The new center will connect education, workforce development and economic development, providing resources to support businesses locating, launching and growing in the county while helping strengthen the local talent pipeline and broader business ecosystem.

“This Blacksburg community has the infrastructure, talent and manufacturing heritage to support what we’re building, but just as important has been the commitment we’ve seen from people across Blacksburg, Cherokee County and South Carolina,” said David Bushi, Senior Vice President of Manufacturing at USA Rare Earth. “We intend to build something here that creates opportunity locally and strengthens American manufacturing for decades to come.”

“South Carolina’s greatest strength has always been our people and their ability to build things the world depends on,” said South Carolina Governor Henry McMaster. “USA Rare Earth’s decision to put down roots in Blacksburg is another tremendous vote of confidence in our workforce and in the manufacturing future of our state. Today, we celebrate the start of a project that will create new opportunities for families across Cherokee County and the Upstate while helping America rebuild a critical industry here at home.”

Building a Secure, Integrated Rare Earth Supply Chain

The groundbreaking also marks an important milestone in USA Rare Earth’s broader strategy to build and grow a secure, globally integrated rare earth value chain that reduces reliance on concentrated sources of supply. Rare earth metals and permanent magnets are essential inputs across defense, aerospace, semiconductor manufacturing, physical AI, mobility, energy, healthcare and other advanced industries. Yet the United States remains heavily dependent on foreign sources for many of these critical materials and manufacturing capabilities, with China dominating significant portions of the global rare earth supply chain.

USA Rare Earth is working to change that by building capabilities across the full value chain — from mining and processing to separation, metal- and alloy-making and permanent magnet manufacturing.

The Blacksburg facility will complement USA Rare Earth’s existing magnet manufacturing operation in Stillwater, Oklahoma, where the Company commissioned its first commercial production line earlier this year. Together, Blacksburg and the planned expansion at Stillwater are expected to provide USA Rare Earth with 10,000 tpa of domestic NdFeB magnet manufacturing capacity. The Company is also investing in and expanding capabilities across its broader global platform, supporting local production and economic development while connecting critical rare earth resources with advanced manufacturing markets globally.

“A secure rare earth supply chain isn’t built with a single mine or a single factory. It requires rebuilding every link,” said Gregory Bowman, Chief Global Policy Officer of USA Rare Earth. “Blacksburg adds critical manufacturing capacity to that broader platform and brings the United States closer to producing more of the materials and magnets our industries depend on outside of Chinese control. What starts with a groundbreaking here in South Carolina ultimately strengthens America’s industrial and national security.”

Partnership Turning Vision Into Reality

USA Rare Earth is working with a team of construction, development, engineering and technology partners to bring the Blacksburg facility online.

Clark Construction Group and Frampton Construction are serving as design-builder through the Clark/Frampton joint venture, with Trammell Crow Company serving as developer. McMillan Pazdan Smith is serving as project architect in collaboration with Bennett & Pless, Thomas & Hutton and Salas O’Brien. Chang Robotics is bringing expertise in advanced manufacturing, automation and robotics.

“Large-scale manufacturing investments succeed when ambition is matched by disciplined execution,” said Spencer Middleton, vice president with Clark Construction. “Our focus is on translating the significance of this project into a construction effort that is equally rigorous, bringing the right people, resources, and planning together to deliver for USA Rare Earth and South Carolina.”

“Projects of this scale demand a different level of alignment from the start,” said Dave Florence, chief strategy officer at Frampton Construction. “The decisions made early, the trust established across the team, and the ability to solve problems together all shape what happens in the field. We’re proud to help deliver an investment that will expand advanced manufacturing in South Carolina and strengthen domestic production for years to come.”

About USA Rare Earth

USA Rare Earth, Inc. (Nasdaq: USAR) is building a fully integrated rare earth and permanent magnet value chain across the United States, Brazil and the United Kingdom. Through its ownership of Less Common Metals (LCM), one of the world’s leading producers of rare earth metals and alloys, its development of magnet manufacturing capacity in Stillwater, Oklahoma, the Pela Ema mine in Brazil and the Round Top deposit in Texas, USA Rare Earth operates across the entire value chain from mining to metal-making, alloy production and neodymium magnet manufacturing. USA Rare Earth is establishing a secure, Western-aligned supply of materials essential to the aerospace and defense, semiconductor, energy, data center, physical AI, mobility, healthcare and industrial sectors. For more information, visit www.usare.com.

Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These statements include those relating to the expected capital investment, job creation, production capacity and commissioning timeline of the planned rare earth metal and magnet manufacturing facility in Blacksburg, South Carolina, anticipated development of Spartanburg Community College’s new SPARK Center, the potential impact of the Blacksburg facility on domestic magnet manufacturing and the rare earth value chain and other statements regarding the Company’s expectations for future development, operations, strategies, transactions and financial performance. Such statements can be identified by the fact that they do not relate strictly to historical or current facts. Words such as “aim,” “anticipate,” “believe,” “can,” “continue,” “could,” “estimate,” “expect,” “growth,” “intend,” “may,” “might,” “plan,” “potential,” “project,” “propose,” “should,” “target,” “vision,” “will,” “would” and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking.

Forward-looking statements are subject to risks and uncertainties and potentially inaccurate assumptions that could cause actual results to differ materially from our expectations, including without limitation: risks associated with permitting, construction, workforce availability, the ability of our planned Blacksburg facility to commence commercial operations on the timing and with the production capacity anticipated or at all; risks that we may experience delays, unforeseen expenses, increased capital costs, and other complications while developing our projects; our ability to raise necessary capital on acceptable terms or at all; the availability of rare earth oxide, metal feedstock and other materials, utilities (including power and water) and equipment in quantities and prices that allow us to develop and commercially operate our Stillwater facility and other facilities; our ability to meet individual customer specifications and produce a consistently high quality product; potential supply chain, logistics or product delivery disruptions; any delays in obtaining or renewing permits and licenses; fluctuations in demand for and prices of neo magnets, rare earth elements and our other products, including without limitation as a result of dumping, predatory pricing and other tactics by our competitors or state actors or the overall competitive environment; risks that we may not realize the anticipated benefits of USA Rare Earth’s combination with Serra Verde or our proposed and prior acquisitions, including expected synergies, financial performance, estimated earnings before interest, taxes, depreciation and amortization and, in the case of Serra Verde, integration of operations, on the anticipated timeline or at all; potential delays in the optimization and commissioning program and the Phase II expansion at the Pela Ema facility; political, economic, regulatory, tax, currency and other risks associated with Serra Verde’s operations in Brazil and Switzerland; physical climate risks related to the Pela Ema mine; the assumption of substantial indebtedness under Serra Verde’s Retained Finance Agreement, which contains restrictive covenants and other requirements that could adversely affect the combined company’s financial flexibility and operations; risks that the Offtake Agreement is terminated or ceases to be in full force and effect or that the counterparty to the Offtake Agreement is insufficiently capitalized, including as a result of a failure to finalize definitive debt financing arrangements within the timeframes contemplated by the Offtake Agreement; risks that the proposed transaction with Carester SAS may not be consummated on its anticipated timeline or at all; the ability of our Stillwater magnet manufacturing facility to generate revenue; our limited operating history; our ability to commercially extract minerals from the Round Top deposit on our anticipated timeline or at all; differences between planned and actual recovery and yield rates; potential dilution to existing stockholders and adverse effect on our stock price if we issue additional common stock or equity-linked securities; the volatility of our stock price; any changes in royalty rates or the imposition of new royalties; risks associated with community relations; our ability to achieve positive cash flow or profitability or the ability to access cash flow within our corporate structure due to restrictions contained in our financing agreements; our ability to convert current commercial discussions and/or memorandums of understanding with customers for the sale of our neo magnets and other products into definitive orders; our dependence, in part, on the growth of existing and emerging uses for neo magnets; the risk that additional manufacturing, refining and mining competitors could result in a reduction in revenue; geopolitical developments or disruptions, such as changes in the political environment, export/import or environmental policy of the People’s Republic of China, the United States or other countries in which we operate or sell products or otherwise; our designation on an export control list by China which has had and is expected to continue to have an adverse impact on our ability to source key raw materials and supplies from China; war, terrorism, natural disasters or public health emergencies; our ability to retain or recruit key personnel; environmental, health and safety regulations; the receipt of funding from the U.S. Department of Commerce is subject to the achievement of milestones which may not be achieved on the expected timeline or at all; and our ability to comply with requirements for federal, state and local government incentives and financing.

Additional risks and detailed information regarding factors that may cause actual results to differ materially has been and will be included in our filings with the SEC, including our most recently filed Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q and subsequent filings. Any forward-looking statements speak only as of the date of this press release (or such other date as is specified in such statements), and we undertake no obligation to update any forward-looking statements as a result of new information or future events or developments.

Investor Relations Contact
J.B. Lowe, CFA
USA Rare Earth, Inc.
[email protected]

Media Relations Contact
Collected Strategies
Dan Moore / Scott Bisang
[email protected]

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UroGen Pharma Ltd. has transitioned into a commercial-stage biopharma, driven by strong adoption of Zusduri for recurrent non-muscle invasive bladder cancer. Zusduri achieved an 80% complete response rate in the ENVISION trial, with a 64.5% chance of remaining disease-free at 3 years among responders. URGN-103, a next-generation mitomycin-based product, is positioned to replace Zusduri, offering manufacturing and convenience advantages; NDA submission is complete and approval is likely.

Seagate Technology Holdings plc (NASDAQ: STX) (“Seagate” or “Company”) and Seagate HDD Cayman, a subsidiary of Seagate (“Seagate HDD”) today announc