Track market-moving stories before they get noisy

Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of Intercorp Financial Services Inc. (IFS) and American Express (AXP). But which of these two stocks is more attractive to value investors?

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Stanley Black & Decker (SWK - Free Report) , which belongs to the Zacks Manufacturing - Tools & Related Products industry, could be a great candidate to consider.

This tool company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 21.09%.

For the last reported quarter, Stanley Black & Decker came out with earnings of $0.8 per share versus the Zacks Consensus Estimate of $0.61 per share, representing a surprise of 31.15%. For the previous quarter, the company was expected to post earnings of $1.27 per share and it actually produced earnings of $1.41 per share, delivering a surprise of 11.02%.

Price and EPS Surprise

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

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

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

Stanley Black & Decker currently has an Earnings ESP of +1.13%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 29, 2026.

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

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

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

DLR benefits from AI-driven demand and expansion, but competition, debt and execution risks remain.

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.

Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends make up large portions of long-term returns, and in many cases, dividend contributions surpass one-third of total returns.

Headquartered in Minneapolis, U.S. Bancorp (USB - Free Report) is a Finance stock that has seen a price change of 15.69% so far this year. The company is paying out a dividend of $0.52 per share at the moment, with a dividend yield of 3.37% compared to the Banks - Major Regional industry's yield of 2.68% and the S&P 500's yield of 1.39%.

Looking at dividend growth, the company's current annualized dividend of $2.08 is up 2% from last year. Over the last 5 years, U.S. Bancorp has increased its dividend 4 times on a year-over-year basis for an average annual increase of 4.01%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. U.S. Bancorp's current payout ratio is 44%, meaning it paid out 44% of its trailing 12-month EPS as dividend.

Earnings growth looks solid for USB for this fiscal year. The Zacks Consensus Estimate for 2026 is $5.09 per share, which represents a year-over-year growth rate of 10.17%.

Investors like dividends for a variety of different reasons, from tax advantages and decreasing overall portfolio risk to considerably improving stock investing profits. However, not all companies offer a quarterly payout.

Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. That said, they can take comfort from the fact that USB is not only an attractive dividend play, but is also a compelling investment opportunity with a Zacks Rank of #2 (Buy).

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Globe Life (GL - Free Report) , a company that currently holds a Momentum Style Score of A. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Globe Life currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for GL that show why this life and health insurance company shows promise as a solid momentum pick.

A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.

For GL, shares are up 5.01% over the past week while the Zacks Insurance - Accident and Health industry is up 4.53% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 16.97% compares favorably with the industry's 11.2% performance as well.

Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Over the past quarter, shares of Globe Life have risen 22.46%, and are up 48.92% in the last year. In comparison, the S&P 500 has only moved 13.88% and 21.37%, respectively.

Investors should also take note of GL's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now GL is averaging 672,335 shares for the last 20 days..

Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with GL.

Over the past two months, 4 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost GL's consensus estimate, increasing from $15.42 to $15.64 in the past 60 days. Looking at the next fiscal year, 3 estimates have moved upwards while there have been no downward revisions in the same time period.

Bottom LineTaking into account all of these elements, it should come as no surprise that GL is a #2 (Buy) stock with a Momentum Score of A. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Globe Life on your short list.

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

Unity Software (NYSE:U | U Price Prediction) is trying to reinvent itself as an AI advertising platform, and the numbers are starting to back the pitch. The question is whether the company can close the yawning profitability gap with the AI ad-tech leader before the market’s patience runs out.

The Vector Bet Is Working Unity reported Q1 2026 revenue of $508.24 million, up 16.84% year over year, with Grow Solutions climbing 24% to $352 million. Adjusted EBITDA margin expanded to 27%, up from 19% a year ago, and free cash flow jumped to $66.46 million from $7.31 million.

The engine behind that is Unity Vector, the AI ad platform that uses behavioral data from Unity Runtime. It reached 56% of Grow Solutions revenue in Q4 2025 after three straight quarters of mid-teen sequential growth. CEO Matt Bromberg told investors, "We are delivering exceptional revenue growth and margin expansion while executing on the most exciting product roadmap in Unity’s history."

Management is cleaning house to focus on Vector. Unity took $279 million in impairment charges tied to the April 30, 2026 sunset of the ironSource Ads Network and a planned Supersonic divestiture, contributing to a $347 million GAAP net loss. Q2 guidance calls for strategic Grow revenue of $302M to $306M, up 50% to 52% YoY, with GAAP profitability targeted for Q4 2026.

The AppLovin Benchmark AppLovin (NASDAQ:APP) shows what a mature AI ad platform can produce. Q1 2026 revenue was $1.84 billion at an 85% adjusted EBITDA margin, with operating margin of 78% and net margin of 65%. Its AXON 2 engine has driven consistent 1 to 2 percentage point quarterly margin expansion. AppLovin shares are up 56.86% over the past year to $527.06, versus Unity at $29.32, down 33.62% year to date.

Roblox and the Platform Question Roblox (NYSE:RBLX) is the adjacent AI-gaming ecosystem risk, growing Q1 2026 revenue 39.3% to $1.44 billion with 132 million DAUs. Podcast commentary on Unity’s engine business framed the stakes plainly: "their newish launch of Vector, their new ad tech product, does seem to be turning things around. And there is very noticeable revenue momentum here." But the same analysis warned Unity and Unreal "have a lot of work to do in order to be more compatible with AI native workflows," opening the door for Godot, Replit, and middleware startups.

What to Watch Analyst consensus sits at $35.28, with 17 buys and 9 holds. Unity is an active recommendation in Eric Bleeker’s AI Investor Portfolio. The tell will be Q4 2026: hitting GAAP profitability while Vector keeps compounding would validate the pivot. Missing it, with $2.24 billion in convertible notes outstanding, would reopen every old question about the story.

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Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor tumble reflects rate sensitivity in richly valued names, and the market has overshot on software incumbents by assuming AI will hollow out application demand.

The Philadelphia semiconductor index fell as much as 6% on Thursday, right after its best quarter ever, and chip stocks are posting their worst two-day selloff in nearly a month. Yet only about a 20% probability of a Fed rate hike is priced in for July. In Windsor’s view, the market has gone too far, leaving quality software names trading below their long-term potential.

The AI Selloff Looks More Like a Valuation Reset Than a Demand Problem Windsor believes that: “The stocks are basically reacting to the potential for interest rate increases because these are highly valued stocks. They’ve already run a long way. Consequently, they’re much, much more volatile than the average in the market.”

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) fits that description. Shares closed at $194.83 on July 2, down 12.46% over the past month, even after fiscal Q1 2027 revenue of $81.62 billion, up 85.2% year over year, and Data Center revenue of $75.25 billion.

CEO Jensen Huang framed why Nvidia’s opportunity is so compelling in the company’s Q1 earnings release: “The buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” The stock trades at a forward P/E of 23 and has a beta of 2.20.

Compute Demand Still Far Outstrips Supply Windsor pointed to Micron Technology (NASDAQ:MU) and the premium prices private compute reseller Axiom charges both Anthropic and Google as evidence of “a market where there is extreme [shortage] of compute.” Micron’s shares dropped 19.61% in the past week to $975.56, but fiscal Q3 2026 revenue hit $41.46 billion, up 345.7% year over year, non-GAAP EPS printed at $25.11, and Q4 guidance calls for $50.0 billion in revenue at ~86% gross margin. CEO Sanjay Mehrotra said Micron’s “multi-year Strategic Customer Agreements will significantly enhance the durability and predictability” of results.

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Why Wall Street Has Software Wrong Windsor believes software is meaningfully overlooked today, and could be a place capital rotates to: “One sector that is underpriced would have to be the software sector. The general view of the market is the software sector selling to the market is dead because everyone is going to run AI and will no longer have to buy software. I think that’s taking it too far.”

Salesforce Is Already Turning AI Into Revenue Salesforce (NYSE:CRM) closed at $166.11, down 37.77% over the past year, at a forward P/E of 12 with an analyst target of $246.44. AI monetization is accelerating, with Agentforce ARR reaching $1.2 billion, up 205% year over year. Combined Agentforce plus Data 360 ARR was nearly $3.4 billion. Marc Benioff called Agentforce “the biggest growth opportunity for our customers, and for Salesforce.”

Adobe’s AI Business Is Growing Faster Than Investors Realize Adobe (NASDAQ:ADBE) trades at $219.72, down 41.95% over the past year, with a forward P/E of 9 and PEG of 0.58. Q2 FY2026 delivered record revenue of $6.62 billion, up 13% year over year, and AI-first ARR that tripled year over year to exceed $500 million. Shantanu Narayen tied it directly to the thesis: “Adobe delivered record revenue of $6.62 billion in Q2 reflecting strong AI-driven demand across our customer groups.”

Microsoft’s AI Spending Is Fueling Long-Term Growth Microsoft (NASDAQ:MSFT) sits at $390.49, off 19.85% over 12 months, at a forward P/E of 20. Fiscal Q3 2026 revenue climbed to $82.89 billion (+18.3% YoY), Azure grew 40%, and Satya Nadella flagged that the “AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.” Commercial RPO stands at $627 billion, up 99% YoY. Heavy AI capex explains why some Magnificent Seven names have lagged pure-play chip winners despite strong demand signals.

What Investors Should Watch Windsor’s thesis ultimately comes down to separating short-term market sentiment from long-term business fundamentals. While higher rates have pressured richly valued AI leaders, demand for compute continues to outstrip supply, and enterprise software companies are already generating meaningful AI-driven revenue growth. If those trends continue, today’s discounted software valuations may prove to be an opportunity for investors willing to look beyond the current AI rotation.

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Contact [email protected] for any questions or corrections.

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Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s Insight with Haslinda Amin on July 3, Lim, who manages Asia ex-Japan equities, warned that the easy gains are likely behind investors:

“The first half was more momentum driven. The AI tide lifted all boats. The stock pickers are about who is going to maintain that level of profitability as capacity expands and maybe there will be demand volatility,” she said. Her framework matters now, as the four companies most exposed to the AI infrastructure boom have already begun to diverge sharply in 2026.

Lim’s core concern is memory. Memory chipmakers saw mid-20% supply growth in 2026, with additional capacity announced for 2027. “Every player is talking about how they will increase, including Singapore. I do think capacity will catch up. And on the demand side, it will remain strong, but as capacity catches up, the pricing may not be as high as what we are seeing today when we are in this type of bottleneck,” she said. She also flagged that “some of the ETFs are the best-selling products on the planet. The best-sold ETF, leveraged ETF, single stock leveraged ETF by a mile,” amplifying short-term swings around these names.

Micron: Peak Pricing Power, Peak Scrutiny Micron Technology (NASDAQ:MU | MU Price Prediction) is the poster child for Lim’s inflection thesis. Fiscal Q3 revenue hit $41.46B, up 345.7% YoY, with a GAAP gross margin of 84.6% and Q4 guidance calling for gross margin near 86%, per the company’s Q3 press release. CEO Sanjay Mehrotra said, “some of our key customers, we are able to fulfill only 50% to two-thirds of their demand in the medium term.” That is the bottleneck Lim expects to relax.

Micron’s shares are up 241.97% YTD to $975.56, but fell 19.61% in the past week. Forward P/E sits at 7, reflecting market suspicion that fiscal 2027 earnings may not extrapolate.

TSMC: The Pick-and-Shovel Beneficiary Taiwan Semiconductor Manufacturing (NYSE:TSM) has offered a smoother ride, up 43.59% YTD. CEO C.C. Wei guided to above 30% full-year 2026 revenue growth, and May monthly revenue reached NT$416.98B (+30.1% YoY). Polymarket assigns a 89.5% probability to a Q2 earnings beat, though margin markets cluster around 67%-68%, hinting the beat comes from revenue rather than margin expansion. Lim cited TSMC alongside Samsung as enjoying supernormal profitability that may prove temporary.

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NVIDIA: The Leader Is Coasting NVIDIA (NASDAQ:NVDA) posted Q1 FY27 revenue of $81.62B (+85.2% YoY) and guided Q2 to $91.0B. The stock is up just 4.59% YTD and has slipped 12.46% over the past month. Polymarket assigns only a 65.5% probability to NVIDIA closing above $200 by end-July, and composite sentiment has weakened by 6.44 points over 30 days. Jensen Huang’s message centers on reasoning AI: “The token generation amount, the number of tokens reasoning goes through, is a hundred, a thousand times more than a one-shot chatbot.” Demand is durable, but that doesn’t mean these stocks are immune from multiple compression.

AMD: The Challenger With a Signature Deal AMD (NASDAQ:AMD) has rallied 141.79% YTD to $517.82, propelled by the Meta partnership to deploy up to 6 GW of AMD Instinct GPUs. CEO Lisa Su noted, “Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations.”

The catch: a forward P/E of 59 leaves no room for execution slippage, and insider activity across all four names skews to net selling.

What Lim Is Watching Lim’s key demand-side concern is inventory buildup. Customers “paying for such extensive memory for an extended time… might pause and think about how much inventory I need.” If prices are expected to fall in the second half of 2027 and into 2028, buyers may slow purchases, easing today’s pricing power.

Her bottom line is a shift in mindset. “I am definitely more mindful to think of what the market expectation is versus what can be realistically achieved.” For investors in Micron, TSMC, NVIDIA, and AMD, that gap between expectation and reality is likely to define where returns come from through the rest of 2026.

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Contact [email protected] for any questions or corrections.

It has been about a month since the last earnings report for Broadcom Inc. (AVGO - Free Report) . Shares have lost about 14% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Broadcom Inc. due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.

Broadcom Q2 Earnings Beat Estimates, Revenues Up Y/YBroadcom reported second-quarter fiscal 2026 non-GAAP earnings of $2.44 per share, which beat the Zacks Consensus Estimate by 1.67% and rose 54% year over year.

Revenues rose 48% year over year to $22.19 billion and beat the Zacks Consensus Estimate by 0.68%. The quarter benefited from accelerating AI semiconductor revenues, which reached $10.8 billion, up 143% year over year and exceeding the company’s outlook.

AVGO’s Q2 DetailsSemiconductor solutions revenues (68% of net revenues) totaled $15.01 billion, up 79% year over year. Management said the upside was powered by AI semiconductors, with networking representing almost 40% of AI revenues in the quarter.

Infrastructure software revenues (32% of net revenues) climbed 9% year over year to $7.18 billion. Management noted that software bookings stayed strong and the company sustained ARR growth of 17% year over year.

Profitability remained a standout despite mix headwinds. Non-GAAP gross margin was 77.1%, down 230 basis points year over year as semiconductors became a larger proportion of the mix.

Research and development expenses, as a percentage of net revenues, decreased 290 bps year over year to 7.2%. SG&A expenses, as a percentage of net revenues, decreased 130 bps to 2.6%.

Adjusted EBITDA rose 52% year over year to $15.24 billion. The adjusted EBITDA margin was 68.7%, up 210 bps year over year.

Operating margin rose 52.4% year over year to a record $14.9 billion, reflecting strong operating leverage as non-GAAP operating margin expanded 200 bps year over year to 67.3%.

AVGO’s Balance Sheet & Cash FlowAs of May 3, 2026, cash and cash equivalents were $19.63 billion, up from $14.17 billion as of Feb.1, 2026.

Total debt (including the current portion of $3.15 billion) was $66.06 billion as of Feb. 1, 2026 compared with $65.14 billion as of Nov. 2, 2025.

Broadcom generated $10.49 billion in cash flow from operations in the quarter compared with $8.26 billion in the previous quarter. The free cash flow was $10.26 billion compared with $8.01 billion in the prior quarter.

During the quarter, Broadcom paid stockholders $3.09 billion of cash dividends based on a quarterly common stock dividend of $0.65 per share. The company also repurchased $600 million of common stock under its repurchase program.

AVGO Offers Q3 GuidanceFor the third quarter of fiscal 2026, Broadcom expects revenues of approximately $29.4 billion, indicating 84% year-over-year growth. The company expects non-GAAP operating income and adjusted EBITDA to be approximately 67% and 68% of projected revenues, respectively.

Management also guided for semiconductor revenues of roughly $20.5 billion and infrastructure software revenues of about $8.9 billion for the third quarter of fiscal 2026. Within semiconductors, management expects AI semiconductor revenues to accelerate to $16 billion in the third quarter of fiscal 2026, soaring more than 200% year over year, as demand for custom AI accelerators and AI networking remains strong.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.

VGM ScoresCurrently, Broadcom Inc. has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. Following the exact same course, the stock has a score of D on the value side, putting it in the bottom 40% for value investors.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, Broadcom Inc. has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerBroadcom Inc. is part of the Zacks Electronics - Semiconductors industry. Over the past month, Credo Technology Group Holding Ltd. (CRDO - Free Report) , a stock from the same industry, has gained 11.2%. The company reported its results for the quarter ended April 2026 more than a month ago.

Credo Technology Group reported revenues of $437 million in the last reported quarter, representing a year-over-year change of +157%. EPS of $1.16 for the same period compares with $0.35 a year ago.

For the current quarter, Credo Technology Group is expected to post earnings of $1.16 per share, indicating a change of +123.1% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #1 (Strong Buy) for Credo Technology Group. Also, the stock has a VGM Score of C.

Did The Scotts Miracle-Gro Company Insiders Breach their Fiduciary Duties to Shareholders? PR Newswire NEW YORK,

SAN FRANCISCO, July 03, 2026 (GLOBE NEWSWIRE) -- Roblox Corporation (NYSE: RBLX) faces a securities class action lawsuit after its April 30, 2026 Q1 2026 report indicating a surprisingly large sequential decline in daily active users (“DAUs”) tempered by its age-check rollout. The news drove the price of Roblox shares down $10.13 (-18%) the next trading day and erased over $6.7 billion from the company’s market capitalization.

The lawsuit seeks to represent investors who purchased or otherwise acquired Roblox common stock between October 30, 2025 and April 30, 2026.

National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.

Class Period: Oct. 30, 2025 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected]
                                        844-916-0895

Roblox Corporation (RBLX) Securities Class Action:

The primary focus of the litigation is on the propriety of Roblox’s disclosures about the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.

Throughout the Class Period, Roblox has characterized its rollout as the “gold standard” intended to be implemented with “no friction.” The company has also touted its high year-over-year DAU growth and related revenue and bookings growth.

As recently as February 5, 2026, during Roblox’s Q4 2025 earnings call, CEO David Baszucki responded to an analyst’s question about additional detail about the age-check rollout, assuring investors that “[w]e’re very excited and proud of the way our age verification rollout has gone” and “we found so many other opportunities for optimization that I’m very pleased and happy about the way the rollout has gone.”

The complaint alleges that Roblox made false and misleading statements while failing to disclose important information to investors about the true state of the company’s growth potential. More specifically, the complaint alleges that Roblox would see significant growth slowdown as enrollments in its age-check rollout would quickly taper, compounding the resulting slowdown in on-line platform communication and resulting in app store rating reductions and a swift reduction in organic growth.

The truth entered the market on April 30, 2026. That day, Roblox reported its Q1 2026 financial results, revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%.

The company blamed its adverse situation on just 51% of Roblox global DAUs having age checked and further revealed that “as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores.” Roblox also said its lowered prospects are the result of “continued friction” resulting from the age-check rollout.

“We’re focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.

If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.

If you’d like more information and answers to other frequently asked questions about the Roblox case and the firm’s investigation, read more.

Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.

Contact:
Reed Kathrein, 844-916-0895

It has been about a month since the last earnings report for CrowdStrike Holdings (CRWD - Free Report) . Shares have added about 7.9% in that time frame, outperforming the S&P 500.

But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is CrowdStrike due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for CrowdStrike before we dive into how investors and analysts have reacted as of late.

CrowdStrike Q1 Earnings Surpass Estimates on ARR Strength, AI DemandCrowdStrike reported non-GAAP earnings per share of $1.10 for the first quarter of fiscal 2027, which surpassed the Zacks Consensus Estimate by 2.8%. The bottom line increased 50.7% on a year-over-year basis.

The company’s first-quarter revenues of $1,385.63 million surpassed the consensus estimate by 1.7%. The top line increased 25.6% year over year.

CRWD’s Top-Line DetailsSubscription revenues jumped 25.7% year over year to $1,320.85 million. Professional services revenues increased 23% year over year to $64.78 million.

As of April 30, 2026, annual recurring revenues (ARR) were $5.51 billion, up 24% year over year. The company added $255.8 million to its net new ARR in the reported quarter.

As of April 30, 2026, CrowdStrike’s subscription customers, who adopted six or more cloud modules, represented 51% of total subscription customers. Customers that adopted seven or more cloud modules accounted for 35% of the total, while those with eight or more cloud modules represented 25%.

CrowdStrike’s Operating DetailsCrowdStrike’s gross profit increased 27.1% to $1,089.8 million in the fiscal first quarter from $857.1 million in the year-ago quarter. The non-GAAP gross margin increased 100 basis points to 78.7%.

The non-GAAP subscription gross profit rose 27.1% year over year to $1.07 billion, while the gross margin expanded 100 basis points (bps) year over year to 81%. The non-GAAP professional gross profit increased 29.5% to $21.2 million, while the gross margin expanded 160 bps to 32.7% on a year-over-year basis.

Non-GAAP sales and marketing expenses jumped 12.1% year over year to $413.1 million. Non-GAAP research and development expenses climbed 25.3% year over year to $273.4 million. Non-GAAP general and administrative expenses increased 12% year over year to $77.7 million.

Non-GAAP income from operations was $325.7 million, up from $201.1 million in the year-ago quarter. The non-GAAP operating margin expanded 530 basis points year over year to 24%.

CrowdStrike’s Balance Sheet & Cash FlowAs of April 30, 2026, cash and cash equivalents were $4.55 billion.

In the fiscal first quarter, CrowdStrike generated operating and free cash flows of $590.9 million and $468.5 million, respectively.

CrowdStrike Offers Q2 and FY2027 GuidanceThe company updates its fiscal second-quarter 2027 guidance, including total revenues of $1.43-$1.44 billion and ARR of $5.792-$5.794 billion.

Non-GAAP earnings are expected in the range of $1.16 to $1.17 per share.

The company also raised its fiscal 2027 net new ARR growth guidance by 520 basis points at the midpoint and updated its full-year guidance to include total revenues of $5.91-$5.95 billion and ARR of $6.53-$6.55 billion.

For fiscal 2027, Non-GAAP earnings are expected in the range of $4.88 to $4.96 per share.

How Have Estimates Been Moving Since Then?It turns out, estimates revision have trended upward during the past month.

The consensus estimate has shifted -11.8% due to these changes.

VGM ScoresAt this time, CrowdStrike has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with an F. Following the exact same course, the stock has a score of F on the value side, putting it in the lowest quintile for value investors.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, CrowdStrike has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerCrowdStrike belongs to the Zacks Security industry. Another stock from the same industry, Palo Alto Networks (PANW - Free Report) , has gained 24.6% over the past month. More than a month has passed since the company reported results for the quarter ended April 2026.

Palo Alto reported revenues of $3 billion in the last reported quarter, representing a year-over-year change of +31.1%. EPS of $0.85 for the same period compares with $0.80 a year ago.

Palo Alto is expected to post earnings of $0.97 per share for the current quarter, representing a year-over-year change of +2.1%. Over the last 30 days, the Zacks Consensus Estimate has changed -6.5%.

Palo Alto has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of F.

Not so long ago, oil prices were firmly in the triple digits, with investors stressing over their further prospects and inflationary effects.

Yet, as of the start of Q3, the benchmark crude has slipped back below the levels before the outbreak of the Iran war. Net speculative length, according to Eric Nuttall, a Senior PM at Ninepoint Partners, has collapsed from 511 million barrels to 162 million — a full retreat to the kind of positioning last seen before the latest supply scare.

On the surface, such numbers would look bearish, but before examining the physical inventories that seem to be evaporating on a weekly basis.

"We’ve gone from a 177-million-barrel surplus to a 141-million-barrel deficit relative to the 5-year average," Nuttall said in a recent review, while explaining that floating storage has been absorbed too.

Domestic commercial crude inventories are near their lowest levels since at least 2016, and the Strategic Petroleum Reserve is at its lowest level since 1983.

Demand Destruction Mirage China might be the reason why the price spike was short-lived. By May, China accounted for 74% of the worldwide decline in crude imports, according to Ken Chao, CIO of YCC Capital.

Meanwhile, Nuttall’s data for June is even more stark. Chinese oil imports were down 4.9 million barrels per day year over year. It sounds like demand destruction until investors look into downstream demand.

US crack spreads — refinery margins for turning crude into gasoline and diesel — have been hovering around $57 a barrel, just shy of the $59 record. Mobility data, flights and refinery margins all point to demand that is resilient, not collapsing.

"You cannot drop your imports by 5 million barrels per day when your domestic demand remains very strong," Nuttall said. "And so, the thought is that they’ve been depleting invisible stocks of refined product… eventually they will have to come back to the market."

The second misunderstanding is supply. Markets like to treat oil output as if it were a factory line: pause it, restart it, move on. Reservoirs are less obedient, as Chao noted.

"Shutting down oil production is relatively easy, but restoring it is remarkably difficult."

Wells need pressure management, infrastructure repairs, pipeline inspections, storage, transport and time. Extended shutdowns can permanently damage reservoir performance.

Such a distinction matters, as per Nuttall’s estimate, about 9.4 million barrels a day of Middle Eastern production remains shut in or curtailed. As if the production fallout wasn’t enough, veteran investor Rick Rule has been warning of a different, more hidden risk.

According to his calculations, even before the US-Iran war erupted, the world’s producers – especially state oil companies – have been underinvesting in sustaining capital by a billion dollars a day. For equity markets, the mismatch might be the trade.

The Long-Term SetupRule thinks the market is staring too hard at the recent chart and missing the 2029–2030 setup. "They will look at the three-month past performance and not look at the inevitability of lower production," he said in a recent interview. "We’re going to have a spectacular buying opportunity."

"It isn’t just the repair of the stuff that’s been blown up. It’s the fact that in the early part of the decade of the 2030s, we’re going to need to make up for that deferred sustaining capital investment. And those guys are going to coin money," Rule concluded.

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, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of ZoomInfo Technologies Inc. (NASDAQ: GTM) breached their fiduciary duties to shareholders.

If you currently own ZoomInfo stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].

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Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.

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SOURCE Halper Sadeh LLP

New York, New York--(Newsfile Corp. - July 3, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.

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

WHAT TO DO NEXT: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis' flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.

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

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

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

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Key Takeaways TRNO signed new and renewal leases across key logistics markets in Florida, California and New Jersey.Terreno Realty's Doral deals brought its 194,000-square-foot building to full occupancy.TRNO reported 96.3% first-quarter occupancy and a 22.4% cash rent increase on leases. Terreno Realty Corporation (TRNO - Free Report) has added another set of leasing wins to its 2026 story, led by fresh activity in Doral, FL. The company announced a 68,000-square-foot lease with a fresh produce importer and exporter, running from June 30, 2026 through July 2037. It also signed a 10,000-square-foot expansion with a neighboring tenant, bringing its 194,000-square-foot Doral building to full occupancy.

These moves benefit Terreno by improving occupancy, extending cash flow visibility and showing demand in core logistics markets like Miami. Earlier, the company announced 233,000 square feet of new and renewal leases at Countyline Corporate Park Phase III in Hialeah, FL. Buildings 26 and 28, totaling 422,000 square feet, are expected to remain fully leased after the new leases begin.

The company’s West Coast leasing activity also remained active. In late June, Terreno signed a 94,000-square-foot lease in Union City, CA, with an IT infrastructure, cloud and security solutions provider. The lease starts on Sept. 1, 2026 and runs through October 2033. Terreno also received about $2 million from a negotiated early lease termination tied to the prior tenant.

Before that, Terreno announced a 102,000-square-foot early renewal in Hayward, CA, with a moving and storage operator. The lease begins on Dec. 1, 2026 and expires in January 2032. The company also signed a 92,000-square-foot lease in Kearny, NJ, with a third-party logistics provider, running from June 30, 2026 through December 2031.

The leasing updates fit into a broader operating picture that looks stable, though not without risks. In its first-quarter 2026 update, Terreno reported 96.3% quarter-end occupancy, a 22.4% increase in cash rents on new and renewed leases, $101.8 million of acquisitions and $55.1 million of dispositions.

Wrapping Up on TRNOFor investors, Terreno’s recent activity points to a solid operating backdrop, supported by steady leasing, exposure to key coastal markets and financial flexibility. Still, a neutral view makes sense, as tenant turnover, project execution, interest expenses and the need to lease space at favorable rates remain important factors to watch.

Over the past six months, shares of this Zacks Rank #3 (Hold) company have gained 14.1% compared with the industry’s growth of 11.4%.

Image Source: Zacks Investment Research

Stocks to ConsiderSome better-ranked stocks from the industrial REIT sector are Stag Industrial (STAG - Free Report) and Industrial Logistics Properties Trust (ILPT - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for Stag Industrial’s full-year FFO per share is pinned at $2.64, which calls for a 3.5% increase from the year-ago period.

The consensus estimate for Industrial Logistics Properties’ 2026 FFO per share is pegged at $1.34, which indicates year-over-year growth of 39.6%.

Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.

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Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

Shareholders should contact the firm immediately as there may be limited time to enforce your rights. 

, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of iRhythm Technologies, Inc. (NASDAQ: IRTC) breached their fiduciary duties to shareholders.

If you currently own iRhythm stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].

Why Your Participation Matters:

Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

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

Contact Information:
Halper Sadeh LLC
One World Trade Center
85th Floor
New York, NY 10007
Daniel Sadeh, Esq.
Zachary Halper, Esq.
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com

SOURCE Halper Sadeh LLP

Key Takeaways VICI owns 100 experiential assets after the Golden Entertainment acquisition, with 100% rent collection.VICI's leases average about 39.7 years, with many rents tied to CPI-linked escalators for growth.VICI maintained investment-grade ratings and about $3.1B liquidity to support acquisitions and investments. VICI Properties (VICI - Free Report) boasts a high-quality portfolio of market-leading gaming, hospitality and entertainment destinations. Its mission-critical assets and long-term lease agreements with its tenants assure stable rental revenues. A healthy balance sheet position is likely to support its growth endeavors.

Analysts seem bullish on VICI Properties. The Zacks Consensus Estimate for VICI’s 2026 FFO per share has moved 1 cent northward over the past two months to $2.46.

Over the past three months, shares of this Zacks Rank #2 (Buy) company have declined 1.7% against the industry’s 7.4% growth.

Image Source: Zacks Investment Research

Factors That Make VICI Properties a Solid PickPortfolio Scale and Mission-Critical Assets: VICI Properties’ well-diversified portfolio is located across urban, destination and drive-to markets in 26 states in the United States and one Canadian province. As of April 30, 2026, following the Golden Entertainment acquisition, VICI Properties owned 100 experiential assets across gaming and other experiential categories. The portfolio’s high replacement costs and gaming regulatory requirements reinforce tenant stickiness because operators cannot easily relocate without material cost and approvals.

This structure supports consistent rent collection and helps VICI Properties sustain relevance across market cycles. Since the company’s formation in 2017, it has grown its adjusted EBITDA by 375% while maintaining a 100% rent collection rate.

Long Lease Duration and Inflation-Linked Rent Growth: VICI Properties’ portfolio is backed by long-term leases with established operators, typically spanning decades with multiple renewal options. As of May 1, 2026, the pro forma weighted average lease term, including renewal options, was about 39.7 years, providing strong visibility into contractual cash flows.

Rent escalators are a key feature of VICI’s portfolio, with about 45% of the 2026E rent roll subject to CPI-linked escalation, expanding to 87% over the long term, subject to caps. This framework supports cash flow growth that tracks inflation while reducing reliance on spot market leasing.

Investment-Grade Balance Sheet and Liquidity: VICI Properties continues to operate within its stated leverage framework, with net debt to annualized first-quarter 2026 adjusted EBITDA around 5X, which management described as the low end of its 5.0-5.5X target range. Total debt was about $17.1 billion as of March 31, 2026, and the company ended the quarter with about $3.1 billion of liquidity, including cash and revolver capacity. The company also maintained investment-grade ratings (Baa3/BBB-/BBB- with stable outlooks), supporting access to multiple funding channels as it pursues acquisitions and structured investments.

Dividend Durability Supported by AFFO Growth: Solid dividend payouts remain the biggest attraction for REIT investors, and VICI Properties remains committed to that. The company has increased its dividend 100% every year since its formation. With a 6.3% compound annual growth rate (CAGR) since the third quarter of 2018, its dividend growth outpaces that of many peers in the triple-net REIT sector.

The company’s commitment to returning 75% of adjusted funds from operations (AFFO) to shareholders ensures a steady income stream. Given a robust operating platform and decent financial position, its dividend distribution is expected to remain sustainable over the long run.

Other Stocks to ConsiderSome other top-ranked stocks from the broader REIT sector are Cousins Properties (CUZ - Free Report) and Welltower (WELL - Free Report) , each carrying a Zacks Rank of #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for CUZ’s 2026 FFO per share is pegged at $2.95, which indicates year-over-year growth of 3.87%.

The Zacks Consensus Estimate for WELL’s full-year FFO per share is pinned at $6.32, which calls for an increase of 19.47% from the year-ago period’s level.

Note: Anything related to earnings presented in this write-up represents FFO, a widely used metric to gauge the performance of REITs.

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

The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.

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

As such, the Zacks rating upgrade for Idex is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

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

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

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

Earnings Estimate Revisions for IdexFor the fiscal year ending December 2026, this maker of the Jaws of Life device and other engineered products is expected to earn $8.49 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Idex. Over the past three months, the Zacks Consensus Estimate for the company has increased 2.9%.

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

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

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

Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

Shareholders should contact the firm immediately as there may be limited time to enforce your rights. 

, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Five9, Inc. (NASDAQ: FIVN) breached their fiduciary duties to shareholders.

If you currently own Five9 stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].

Why Your Participation Matters:

Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

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

Contact Information:
Halper Sadeh LLC
One World Trade Center
85th Floor
New York, NY 10007
Daniel Sadeh, Esq.
Zachary Halper, Esq.
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com

SOURCE Halper Sadeh LLP

, /PRNewswire/ -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Hub Group, Inc. (NASDAQ: HUBG) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Hub Group securities between April 28, 2023 and May 11, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/HUBG.

Hub Group Case Details

The Complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

Hub Group's financial statements prepared for the periods from Q1 2023 to Q4 2024, including its annual reports for 2023 and 2024, contained material misstatements caused by the premature and incorrect recognition of certain transactions concerning, among other things, the Company's operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth; Hub Group's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements caused by the understatement of purchased transportation costs and accounts payable concerning, among other things, the Company's operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth; and as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects lacked a reasonable basis and were materially false and misleading at all relevant times. What's Next for Hub Group Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/HUBG. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Hub Group you have until August 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Hub Group Investors

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

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

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

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

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

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

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SOURCE Bronstein, Gewirtz & Grossman, LLC

New York, New York--(Newsfile Corp. - July 3, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of purchasers of securities of Hub Group, Inc. (NASDAQ: HUBG) between April 28, 2023 and May 11, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 28, 2026.

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

WHAT TO DO NEXT: To join the Hub Group class action, go to https://rosenlegal.com/cases/hub-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 28, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that Hub Group's financial statements prepared for the periods from Q1 2023 to Q4 2024, including annual reports for 2023 and 2024, contained material misstatements-caused by the premature and incorrect recognition of certain transactions-concerning, inter alia, Hub Group's operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth. In addition, Hub Group's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements-caused by the understatement of purchased transportation costs and accounts payable -concerning, inter alia, Hub Group's operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth. When the true details entered the market, the lawsuit claims that investors suffered damages.

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

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

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

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303843

Source: The Rosen Law Firm PA

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Key Takeaways Bank OZK increased its dividend 2.1% to 48 cents per share, marking its 64th consecutive hike.The bank launched a $200M buyback plan, reinforcing its shareholder-friendly capital allocation strategy.A strong liquidity position and conservative payout ratio provide flexibility to sustain capital returns. Bank OZK (OZK - Free Report) continues to reward shareholders through a disciplined capital return strategy. It announced a quarterly cash dividend of 48 cents per share, up 2.1% from the previous payout of 47 cents. The dividend will be paid out on July 20, 2026, to shareholders of record as of July 13.

Despite announcing the 64th consecutive quarterly dividend increase, Bank OZK shares fell 5.7% yesterday as the hike was largely anticipated and investors booked profits ahead of the bank’s second-quarter earnings release. Broader weakness in regional bank stocks and continued caution surrounding commercial real estate exposure probably weighed on investor sentiment.

Notably, the latest hike follows a 2.2% dividend increase announced in April 2026. Over the past five years, Bank OZK has raised its dividend 20 times, delivering an impressive five-year annualized dividend growth rate of 11.44%. The bank maintains a conservative dividend payout ratio of 30%, leaving ample room to support dividend growth while retaining capital for business expansion.

Beyond dividends, Bank OZK remains focused on enhancing shareholder value through share repurchases. Effective July 1, 2026, the company initiated a new $200-million share buyback authorization that will remain in place through July 1, 2027. The new authorization replaces the prior $200-million repurchase program announced in June 2025. Continued buybacks reduce the outstanding share count and complement dividend payments in boosting long-term shareholder returns.

The bank’s ability to sustain these capital returns is supported by a solid balance sheet and ample liquidity. As of March 31, 2026, Bank OZK held $1.7 billion in cash and cash equivalents, comfortably exceeding its total debt of $813.9 million, which includes other borrowings, subordinated notes and subordinated debentures.

Bank OZK’s Price Performance & Zacks RankOver the past six months, OZK shares have gained 5.8% compared with the industry’s growth of 20.4%.

Image Source: Zacks Investment Research

Currently, the company carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Capital Distribution Plans of Other BanksFollowing the successful clearance of the 2026 stress test, large banks like JPMorgan (JPM - Free Report) and Morgan Stanley (MS - Free Report) have announced sizeable buyback authorizations, paired with dividend increases.

JPMorgan announced a plan to raise its quarterly dividend to $1.65 per share from $1.50 and authorized a massive $50-billion share repurchase program, one of the largest in the industry. JPM’s CEO Jamie Dimon emphasized the bank’s preparedness for a wide range of economic scenarios, underscoring its robust capital position and earnings power.

Morgan Stanley announced that it would boost its dividend 15% to $1.15 per share. Also, MS reauthorized a $20-billion share repurchase program, highlighting confidence in its capital generation capabilities.

Ameren (AEE - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.

The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

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

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

For Ameren, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

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

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

Earnings Estimate Revisions for AmerenFor the fiscal year ending December 2026, this utility is expected to earn $5.38 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Ameren. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.2%.

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

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

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

Artificial intelligence (AI) has turned electricity into one of the hottest commodities on the market. And Bloom Energy (BE 6.43%), Wall Street's favorite fuel cell manufacturer, is right there capitalizing on the trend.

Bloom Energy's fuel cell systems -- big, box-shaped power generators -- convert fuel, like natural gas, straight into electricity without relying on combustion. Rather than delivering electricity through miles of transmission lines, as traditional utilities do, Bloom's energy servers can generate power on-site -- precisely what AI data centers need most.

Bloom's impressive revenue growth has shown up in its stock performance: At the time of writing (June 30), Bloom has grown about 194% since the start of the year, and over 1,100% from last year.

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Of course, when a stock rises that much in such a short period, the question is inevitably raised: Has the opportunity been missed? Is it too late to buy Bloom?

AI's biggest bottleneck is Bloom's biggest boon Artificial intelligence, though widely anticipated to become the most transformative technology of this century, is not a done deal yet. Indeed, its explosive pace of improvement -- just four years ago, ChatGPT hadn't even been released -- faces several concerning bottlenecks, not the least of which is the lifeblood that makes it "think" at all: energy.

By 2028, the U.S. could face a 19-gigawatt (GW) power shortfall, according to Antonio Neri, CEO of Hewlett Packard Enterprise. That's enough electricity, Neri points out, to power 60 million homes. Meanwhile, data centers are expected to make up nearly half of the growth of U.S. electricity demand through 2030.

Image source: Bloom Energy.

The mismatch between expected power demands and current generation capacity is one of the principal reasons behind Bloom's flourishing. It's simply much easier to build a power plant in a box than connect to the electric grid. It's also faster: It can take several years to build adequate generation and transmission lines to supply new power to data centers. Bloom can deploy its servers within three months.

Unsurprisingly, revenue for Bloom is coming in from sales of these Bloom boxes. Its first-quarter product revenue -- which consists primarily of selling its energy servers -- tripled year over year. Bloom has other businesses, too, like ongoing maintenance and electricity sales, which could become important down the road as recurring revenue. But its product sales are, right now, the cream of the crop.

Overall, Bloom's total revenue is expected to continue climbing at an impressive pace, as the chart below illustrates.

Data by YCharts

Bloom is not a stock for value investors, as it trades at a premium. And yet it's hard not to see something bright in this company's future: Bloom is in the right place, at the right time, with a scalable product that solves a serious problem for tech companies.

For long-term investors, then, the boat has left the dock, but there's still time to catch it before it's dipped below the horizon. Long-term investors who believe AI's power needs are only beginning will likely want to pick up shares of Bloom, as the stock is still capable of producing attractive returns over the long run.