The Invesco KBW Bank ETF (KBWB 0.28%) targets a concentrated selection of large-cap money center institutions, whereas the State Street SPDR S&P Bank ETF (KBE 1.09%) employs an equal-weighted strategy across a broader range of 103 banking stocks.
Investors often turn to the banking sector to express a view on interest rate cycles and the broader health of the U.S. economy. While both funds provide pure-play access to financial services, their construction methods lead to different risk profiles. This comparison looks at how the concentrated cap-weighted approach of one fund differs from the diversified equal-weighted model of the other.
Snapshot (cost & size)MetricKBEKBWBIssuerSPDRInvescoShare price$68.22 (as of 2026-06-30)$92.98 (as of 2026-06-30)Expense ratio0.35%0.35%1-yr return (as of 2026-06-30)25.30%32.80%Dividend yield2.10%2.00%Beta0.891.01AUM$1.5 billion$6.5 billionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Both funds offer an identical expense ratio of 0.35%, making them equally cost-effective choices for sector exposure. In terms of income, the payout gap is minimal, with the State Street fund providing a slightly higher trailing yield of 2.10% compared to 2.00% for the Invesco fund.
Performance & risk comparisonMetricKBEKBWBMax drawdown (5 yr)(45.20%)(49.30%)Growth of $1,000 over 5 years (total return)$1,510$1,646What's insideThe Invesco KBW Bank ETF focuses on 26 of the largest banking institutions in the country. Its portfolio is 100% concentrated in financial services, utilizing a market-cap weighting methodology that favors national money center banks and major regional establishments. Its largest positions include Bank of America Corp (BAC +0.46%) at 8.25%, JPMorgan Chase & Co (JPM 0.11%) at 8.17%, and Wells Fargo & Co (WFC 0.50%) at 7.96%. The fund was launched in 2011. It has paid $1.86 per share over the trailing 12 months, which on its recent ~$92.98 share price works out to a 2.00% yield.
The State Street SPDR S&P Bank ETF tracks the S&P Banks Select Industry Index, spreading exposure across 103 holdings. Unlike its cap-weighted peer, this fund uses a modified equal-weighted approach, which provides greater influence to mid- and small-cap regional banks. The portfolio is 100% concentrated in financial services, and its top holdings include Rocket Cos Inc (RKT 0.51%) at 1.15%, Nicolet Bankshares Inc (NIC 1.24%) at 1.05%, and The Bancorp Inc (TBBK 1.01%) at 1.05%. The fund was launched in 2005. It has paid $1.47 per share over the trailing 12 months, which on its recent ~$68.22 share price works out to a 2.10% yield.
For more guidance on ETF investing, check out the full guide at this link.
What this means for investorsThese are two of the leading ETFs that focus on bank stocks. But there are key differences between the two. KBWB invests in an index that only includes large banks, with roughly 26 names in the portfolio. KBE is much broader, tracking banks of various cap sizes with some 103 holdings.
The performance of the two over the years is pretty similar. KBE, up 14%, has a higher return year-to-date, but KBWB has been better over the past year, up around 30%. KBWB also holds the return advantage over the past five and 10 year periods — up 11% and 14%, respectively. KBE is up 9% and 11% on an annualized basis over the past five and 10 years, respectively. These numbers are on a total return basis.
KBE has a slightly higher distribution yield at 2.12% to 1.97% for KBWB.
Which one you prefer depends on what you are looking for. The KBE ETF tends to perform better in down markets, offering more portfolio balance and downside protection. It also has a slightly higher dividend payout and the returns are very similar. Investors in bank stocks may not necessarily be looking for alpha, but may want diversification and portfolio balance. Plus, KBE is equal-weighted and not cap-weighted, providing even more diversification. For these reasons I would probably favor KBE.
Wells Fargo is an advertising partner of Motley Fool Money. Bank of America is an advertising partner of Motley Fool Money. JPMorgan Chase is an advertising partner of Motley Fool Money. Dave Kovaleski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends JPMorgan Chase, Nicolet Bankshares, and Rocket Companies. The Motley Fool has a disclosure policy.
It has been about a month since the last earnings report for Thor Industries (THO - Free Report) . Shares have added about 2.2% 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 Thor Industries due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.
THOR Q3 Earnings Miss ExpectationsTHOR posted earnings of $1.86 per share for the third quarter of fiscal 2026 (ended April 30), missing the Zacks Consensus Estimate of $1.88 by 1.1%. The bottom line declined 32.9% year over year.
THO’s quarterly revenues came in at $2.78 billion, beating the Zacks Consensus Estimate of $2.64 billion by 5.2% and decreasing 3.9% from the year-ago quarter. The results reflected a pressured RV retail backdrop, with industry retail tracking near 300,000 units in calendar 2026, weighing most heavily on value-oriented towables.
THO Margins Compress as Profitability SoftensTHO’s gross profit fell 19.9% year over year to $354.8 million, and gross margin narrowed 250 basis points to 12.8%. The downturn reflected lower consolidated volumes and cost pressures, particularly in North American Towables, alongside an unfavorable mix.
Net income attributable to THOR declined 28.1% to $97.2 million. The reported profitability benefited from favorable market value adjustments on certain investments and gains on the sale of select real estate tied to footprint optimization, while adjusted profitability excluded several nonrecurring items.
THOR Towable Segment Hit by Dealer CautionNorth American Towable net sales declined 24.6% year over year to $881.8 million as independent dealers stayed cautious in a strained retail environment. Unit shipments fell 25% year over year to 27,045 units, while gross profit declined 48.5% to $89.7 million. Segment gross margin contracted 470 basis points to 10.2%, pressured by lower sales, higher material costs and product mix. Pretax income decreased 46% year over year to $52.7 million.
Backlog for the Towable segment stood at $386 million as of April 30, 2026, down 39.1% from the prior-year period. Dealer inventory of THOR Towable products was 67,151 units, down 17.3% year over year, consistent with dealers managing risk into an uncertain selling season.
THO Motorized and Europe Deliver Better Top-Line TrendsNorth American Motorized remained a relatively bright spot. Net sales increased 7.7% to $717.7 million, driven by higher unit shipments. Unit shipments rose 9.1% year over year to 6,008 units. Gross profit slipped 10.5% to $62.9 million, while gross margin eased to 8.8% from 10.5% in the prior-year period, as higher volumes were more than offset by increases in material, warranty and overhead costs. Pretax income declined 22.9% to $25.3 million. The segment’s backlog was $766.1 million, down from $883.7 million as of April 30, 2025.
In the Europe RVs segment, net sales rose 11.8% to $987.6 million, aided by higher unit shipments and pricing, including currency effects. Unit shipments grew 4.2% year over year to 14,065 units. Gross profit edged down 0.6% to $142 million, while pretax income rose 21.3% to $56.2 million. European backlog was $1.36 billion, up 1% year over year, and dealer inventory was 20,400 units, down 11.2% year over year.
THOR Liquidity Remains Solid Despite Lower Cash FlowAs of April 30, 2026, THOR’s cash and cash equivalents totaled $371.9 million. Through the first nine months of fiscal 2026, net cash provided by operating activities was $77 million, down from $319.2 million in the prior-year period.
THO Lowers Full-Year Earnings View as Headwinds PersistTHOR maintained its full-year fiscal 2026 consolidated net sales guidance of $9-$9.5 billion, but lowered its diluted earnings outlook to $3.30-$3.80 from the prior $3.75-$4.25 range, citing prolonged macroeconomic and consumer-confidence pressures.
On capital deployment, THOR repurchased $50.5 million of shares during the quarter and paid $27.1 million in dividends, underscoring management’s intent to stay disciplined while investing in operational initiatives such as its North American RV realignment aimed at sourcing coordination, standardization and data integration.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a downward trend in fresh estimates.
The consensus estimate has shifted -35.83% due to these changes.
VGM ScoresCurrently, Thor Industries has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock was allocated a grade of C on the value side, putting it in the middle 20% for this investment strategy.
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 downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Thor Industries has a Zacks Rank #5 (Strong Sell). We expect a below average return from the stock in the next few months.
Investors seeking exposure to the next generation of computing face a choice between two distinct hardware philosophies represented by IonQ (IONQ 4.40%) and Quantum Computing Inc. (QUBT 4.08%) in this rapidly evolving market.
While both companies aim to achieve quantum advantage, they rely on different scientific approaches and business models to capture market share. This comparison examines their fiscal year 2025 performance and 2026 outlook to help you decide which stock offers a more balanced risk-reward profile.
The case for IonQIonQ utilizes a trapped-ion approach to build its systems, selling access to its hardware through major cloud platforms. Within the broader landscape of tech stocks, the company differentiates itself through partnerships with the likes of Amazon and Microsoft. The company is also pursuing inorganic growth, recently moving to acquire SkyWater Technologies to secure its semiconductor supply chain.
In its 2025 fiscal year (FY), revenue reached $130.0 million, representing growth of 201.9% compared to the prior year. Despite this rapid top-line expansion, the company reported a net loss of $510.4 million for the period.
As of its December 2025 balance sheet, the debt-to-equity ratio, which measures total debt against shareholder equity, was zero, indicating no meaningful debt. The current ratio, a measure of a company's ability to pay short-term obligations with short-term assets, was 15.5x. Free cash flow for the year was negative $299.6 million, which represents cash from operations minus capital expenditures.
Quantum Computing Inc., which refers to itself as QCi, focuses on quantum optics and integrated photonics, providing accessible machines and foundry services. The company relies primarily on Amazon Web Services for the cloud-based delivery of its products to various high-performance computing markets. Recent acquisitions of Luminar Semiconductor and NHanced Semiconductors have expanded its internal production capabilities and technical footprint.
During FY 2025, the company generated revenue of $682,000, which was an increase of 82.8% over the previous fiscal year. Its net loss for the year was $18.7 million, resulting in a negative net margin of 2,738.1%. This net margin reflects the total loss as a percentage of total revenue for the period.
Based on the December 2025 balance sheet, the company carries a debt-to-equity ratio of zero. Its current ratio was 102.4x, indicating a high level of liquidity relative to its current liabilities. Free cash flow for the year was negative $37 million, reflecting the ongoing costs of scaling its optical chip manufacturing and architecture.
Risk profile comparisonIonQ faces significant regulatory hurdles, as the pending $1.8 billion SkyWater acquisition remains subject to federal antitrust scrutiny. The company also contends with intense competitive pressure from Microsoft and other well-capitalized tech giants that could render its trapped-ion systems obsolete. High short interest, which was 22% in early 2026, and persistent operating losses contribute to significant price volatility and long-term financial uncertainty.
Quantum Computing Inc. faces risks regarding its financial viability, as it has a history of accumulated deficits and insufficient revenue to cover its operating expenses. The company also deals with supply chain geopolitics, as much of its component sourcing is concentrated in East Asia. Integrating newly acquired entities like Luminar Semiconductor presents execution risks that could divert management attention from the primary goal of scaling its manufacturing technology.
Valuation comparisonIonQ offers a significantly lower revenue multiple than its peer, while QCi is currently the only one of the two with a positive multiple for future earnings estimates.
MetricIonQQuantum ComputingSector BenchmarkForward P/En/a17.1x357.0xP/S ratio147.6x1887.4xSector benchmark uses the SPDR XLK sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?The quantum computing sector holds the promise of the next big technological revolution, since quantum computers are far more powerful than today’s supercomputers. Investing in IonQ and QCi provides exposure to this up-and-coming field.
In deciding between these two, the stock to buy is IonQ. It has consistently produced year-over-year revenue growth since becoming a public company in 2021. This demonstrates its ion-based quantum computers are capturing customers.
QCi has struggled to attain meaningful revenue, as its 2025 sales of only $682,000 illustrates. That finally seemed to change in Q1 with revenue of $3.7 million compared to just $39,000 in the previous year. However, that impressive growth was a result primarily of its Luminar Semiconductor acquisition. Consequently, the company’s ability to attract customers to its photonic-based quantum approach remains questionable.
At this early stage in the quantum computing industry’s growth, the technology capable of acquiring customers is the one to invest in. That’s why I bought shares in IonQ and believe it is the better choice.
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.
While cash flow can come from bond interest or interest from other types of investments, income investors hone in on 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 account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.
Headquartered in Cincinnati, Fifth Third Bancorp (FITB - Free Report) is a Finance stock that has seen a price change of 22.11% so far this year. The company is paying out a dividend of $0.40 per share at the moment, with a dividend yield of 2.8% 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 $1.60 is up 3.9% from last year. Over the last 5 years, Fifth Third Bancorp has increased its dividend 4 times on a year-over-year basis for an average annual increase of 7.84%. 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. Fifth Third Bancorp's current payout ratio is 43%, meaning it paid out 43% of its trailing 12-month EPS as dividend.
Earnings growth looks solid for FITB for this fiscal year. The Zacks Consensus Estimate for 2026 is $4.12 per share, representing a year-over-year earnings growth rate of 13.50%.
Investors like dividends for a variety of different reasons, from tax advantages and decreasing overall portfolio risk to considerably improving stock investing profits. It's important to keep in mind that not all companies provide 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 FITB is not only an attractive dividend play, but also represents a compelling investment opportunity with a Zacks Rank of #2 (Buy).
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, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Virtu Financial, Inc. (NYSE: VIRT) breached their fiduciary duties to shareholders.
If you currently own Virtu 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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Key Takeaways Valero Energy's complex refinery network boosts flexibility to maximize refining margins across markets.VLO may benefit from lower feedstock costs as energy prices ease amid U.S.-Iran peace talks progress.Valero Energy is expanding renewable fuels exposure through Diamond Green Diesel and a new SAF project. Valero Energy’s (VLO - Free Report) investment appeal is supported by its highly complex coastal refinery network, which can process a wide range of feedstocks into higher-value refined fuels. The flexibility of Valero’s refinery systems allows it to shift product yields between light products and distillates based on market signals, enabling more margin capture during periods of high volatility. Moreover, the Gulf Coast concentration enables VLO to optimize feedstock sourcing and export its products to high-demand markets, helping it capture better margins.
At present, energy prices have dropped significantly, reflecting progress in the United States-Iran peace talks. This could prove to be beneficial for Valero, as it implies cheaper feedstock costs for its refining operations, supporting refining gains. The company's operational flexibility, low-cost structure and advanced refining and logistics assets are expected to enhance its competitive position by maximizing margin capture across varying market conditions.
Further, Valero has gained meaningful exposure to renewable fuels, providing an additional revenue stream. Its ownership in the Diamond Green Diesel joint venture provides VLO with approximately 1.2 billion gallons of renewable fuels production capacity per year. Also, the recently completed Port Arthur sustainable aviation fuel (SAF) project can upgrade up to 50% of its current renewable diesel production capacity to SAF. Meanwhile, its low-cost ethanol operations are expected to benefit from global renewable fuel mandates driving exports. These initiatives position Valero to capitalize on the long-term growth of cleaner transportation fuels.
PARR & PBF Are Two Other Leading Downstream PlayersPar Pacific Holdings (PARR - Free Report) is a Houston-based refining player with a combined refining capacity of 219,000 barrels per day and operations across Hawaii and the Pacific Northwest. The company also operates 76 branded retail locations, along with a logistics business segment. It owns extensive energy infrastructure, which includes storage and transportation assets. PARR currently carries a Zacks Rank #2 (Buy).
PBF Energy (PBF - Free Report) has a geographically diverse refining network with large-scale processing capacity and a highly complex refining system. It operates six refineries - Delaware City Refinery, Paulsboro Refinery, Toledo Refinery, Chalmette Refinery, Torrance Refinery and Martinez Refinery— with a combined throughput capacity of 1 million barrels per day and the ability to process a wide range of feedstocks. PBF carries a Zacks Rank #3 (Hold) at present.
VLO’s Price Performance, Valuation & EstimatesValero Energy’s shares have jumped 85.2% over the past year compared with the 35.8% improvement of the composite stocks belonging to the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, VLO trades at a trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 8.16X. This is above the broader industry average of 5.49X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for VLO’s 2026 earnings has been revised upward over the past seven days.
Image Source: Zacks Investment Research
VLO currently carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A month has gone by since the last earnings report for Five Below (FIVE - Free Report) . Shares have lost about 5.1% 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 Five Below due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.
Five Below Q1 Earnings Top Estimates on Strong Traffic and CompsFive Below reported impressive first-quarter fiscal 2026 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. Also, net sales and earnings increased year over year, supported by strong comparable sales growth driven by gains in both traffic and average ticket.
More on Five Below’s Q1 ResultsFIVE posted adjusted earnings per share of $2.22 in the fiscal first quarter, which beat the Zacks Consensus Estimate of $1.70. Also, the figure surged 158% from 86 cents in the year-ago quarter.
Net sales were $1,285.6 million, which increased 32.5% year over year from $970.5 million. Also, this metric surpassed the Zacks Consensus Estimate of $1,205 million.
Comparable sales (comps) increased 22.7% year over year, surpassing our estimated growth of 15.6% growth. Comps growth was driven by a 4% increase in ticket and a 19% rise in transactions.
Insight Into Margins & Costs of FIVEAdjusted gross profit grew 46% year over year to $478.6 million from $328.4 million. The adjusted gross margin increased approximately 340 basis points (bps) year over year to 37.2%. The improvement was primarily driven by fixed-cost leverage from strong comparable sales growth, along with distribution efficiencies and a lower shrink accrual, which further supported profitability during the quarter.
Selling, general and administrative (SG&A) costs stood at $324 million. While SG&A costs, as a percentage of net sales, decreased approximately 250 bps to 25.2%. The improvement was primarily driven by strong comparable sales growth, which enabled fixed costs to be spread across a larger revenue base. These benefits were partially offset by higher incentive compensation expenses and increased store labor costs associated with April's physical inventory counts.
Adjusted operating income was $154.8 million, up 160% year over year from $59.6 million. The adjusted operating margin increased approximately 600 bps to 12%.
FIVE Provides Q1 Store UpdateThe company opened 49 net new stores and ended the quarter with 1,970 stores across 46 states. This represents a 7.9% increase in the number of stores from the end of the first quarter of fiscal 2025. The company expects to open approximately 50 new stores in the fiscal second quarter and 150 new stores for fiscal 2026.
Five Below’s Financial Snapshot: Cash & Equity OverviewThe company ended the fiscal first quarter with cash and cash equivalents of $638.9 million and short-term investment securities of $474.4 million. Total shareholders’ equity was $2,312.5 million as of May 02, 2026.
Inventory totaled $813.3 million, increasing approximately 16% year over year, alongside a 10% increase in units and a 7% rise in average inventory per store. Management attributed the inventory build to opportunistic purchasing in a favorable tariff environment and efforts to maintain a consistent flow of products amid a more challenging global supply chain environment.
What to Expect from FIVE in the Future?For the fiscal second quarter of fiscal 2026, the company expects total sales of $1.18 billion to $1.20 billion, supported by comparable sales growth of 7% to 9%. The company expects fiscal second-quarter gross margin improvement to be supported by higher merchandise margins, fixed-cost leverage and a lower shrink accrual. These benefits are expected to be partially offset by higher supply chain and fuel-related transportation costs. Adjusted SG&A is projected to delever slightly due to increased marketing investments and higher store labor expenses.
Adjusted operating margin is expected to improve to 7% at the midpoint, a 160-basis point increase driven by gross margin expansion. The adjusted net income is expected to be in the range of $65 million to $72 million, with adjusted earnings per share (EPS) expected to be between $1.17 and $1.29.
The company increased its full-year outlook following stronger-than-expected first-quarter results and an improved second-quarter sales forecast. Management expects sales of $5.4 billion to $5.48 billion compared with the previously guided range of $5.2 billion to $5.3 billion, and comparable sales growth of 6% to 8% for the year, compared with the previously guided range of 3% to 5%. Adjusted operating margin is projected to expand 170 bps to 11.6% at the midpoint compared with 10.9% guided previously, driven by gross margin improvement.
Adjusted net income is expected to be in the range of $482 million to $504 million, compared with the previously guided range of $431 million to $459 million. Adjusted EPS is expected to be in the range of $8.65 to $9.05 compared with the previously guided range of $7.74 to $8.25, supported by continued sales and profitability growth. Capital expenditures are expected to be in the range of $230 million to $250 million.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.
The consensus estimate has shifted 17% due to these changes.
VGM ScoresCurrently, Five Below has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. Charting a somewhat similar path, the stock was allocated a grade of C on the value side, putting it in the middle 20% for value investors.
Overall, the stock has an aggregate VGM Score of B. 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. It comes with little surprise Five Below has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry PlayerFive Below belongs to the Zacks Retail - Miscellaneous industry. Another stock from the same industry, Dick's Sporting Goods (DKS - Free Report) , has gained 8.5% over the past month. More than a month has passed since the company reported results for the quarter ended April 2026.
Dick's reported revenues of $5.16 billion in the last reported quarter, representing a year-over-year change of +62.7%. EPS of $2.90 for the same period compares with $3.37 a year ago.
Dick's is expected to post earnings of $3.80 per share for the current quarter, representing a year-over-year change of -13.2%. Over the last 30 days, the Zacks Consensus Estimate has changed -1.1%.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Dick's. Also, the stock has a VGM Score of B.
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If you currently own Five Below 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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Investors seeking steady financial exposure face a choice between niche mortgage specialist Essent Group (ESNT +0.51%) and the diversified property and casualty giant Progressive (PGR +2.88%) as they head into 2026.
While both companies operate as insurers, they occupy very different corners of the financial landscape. Essent protects lenders against mortgage defaults, whereas Progressive provides broad coverage for vehicles and homes. This comparison evaluates which business model provides the better balance of growth and stability for your holdings.
The case for EssentEssent Group provides private mortgage insurance to mortgage lenders, including depository institutions and credit unions. The company focuses on single-family mortgage loans, helping borrowers with lower down payments secure financing while protecting lenders from losses. Its top ten customers generated about 59% of new insurance written in late 2025. One specific customer accounts for more than 10% of total revenue. Customer concentration like this adds a layer of risk to the business.
In FY 2025, revenue reached approximately $1.26 billion, a slight increase of from the prior year. Despite essentially flat revenue growth, the company generated net income of nearly $690.0 million, down about $40 million from 2024. This performance came during a period of steady demand for housing finance despite fluctuating interest rates.
As of its December 2025 balance sheet, the debt-to-equity ratio was roughly 0.1x. This ratio measures total debt relative to shareholders’ equity, and a low figure like this indicates that the company relies very little on borrowed funds.
The case for ProgressiveProgressive operates within the competitive landscape of insurance stocks, selling auto, home, and commercial protection. It reaches customers through direct channels like mobile apps and websites, as well as a vast network of independent agents. The company has a significant commercial presence, where its transportation network business accounts for roughly 14% of its commercial premiums. It remains a leader in using data to price risk more accurately than many rivals.
During FY 2025, revenue reached nearly $83.2 billion, representing a robust 12% growth over the previous year. The company reported a net income of $11.3 billion for the period. Its net margin was roughly 13.6%, a significant increase over prior years. This expansion in profitability suggests the company successfully adjusted its pricing to keep up with rising repair and medical costs.
Based on the December 2025 balance sheet, the debt-to-equity ratio was approximately 0.3x.
Risk profile comparisonEssent faces intense competition from other private mortgage insurers and government-supported programs like the FHA. Its business is highly sensitive to macroeconomic conditions, particularly mortgage interest rates and housing affordability. Because the company relies on a small number of large lenders, the loss of any major partner could significantly hurt its revenue. Additionally, regulatory changes regarding capital standards or housing finance reform could disrupt its core operations.
Progressive must navigate a highly competitive property and casualty market featuring rivals like The Allstate Corp (ALL +2.75%) and The Travelers Companies (TRV +2.30%). The company is exposed to unpredictable catastrophe risks, such as hurricanes or wildfires, which climate change may make more frequent. Profitability depends on the accuracy of its loss reserves in an inflationary environment where repair costs fluctuate. It also faces a complex legal environment with ongoing litigation that can impact its business practices and bottom line.
Valuation comparisonInvestors must decide between the discounted earnings multiple offered by Essent and the premium valuation that Progressive commands for its rapid revenue growth.
MetricEssentProgressiveSector BenchmarkForward P/E8.9x13.8x17.3xP/S ratio4.8x1.5xSector benchmark uses the SPDR XLF sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Essent is seen tallying revenue of $1.37 billion in 2026, a rise of about 9% as sluggish homebuying and mortgage refinancing crimp business. Net income is expected to decline to $663 million, a drop of about 4%. The business still has a health profit margin. The lack of housing affordability is raising concerns about lenders taking on more risk, extending mortgages to consumers who may have been denied in the past. Essent generally has a strong buyer, with an average credit rating of 745, which means the real risk is someone losing their job. Given the labor force’s 50-year low in participation rate, it suggests that people have given up hunting for work, which could trickle down to more bad loans affecting Essent.
Progressive, meanwhile, should see about a 6% rise in revenue to $88 billion in 2026. Net income is expected to drop about 8% to $10.4 billion. Higher fuel prices mean Progressive is tapping the brakes a bit on the scale of its price hikes for commercial drivers. The company continues to gain market share in the personal auto sector and is generally aggressive there. Profits are being clipped by that, with marketing spend expected to grow by 20% this year. The headwinds for American consumers are affecting businesses, but Progressive has shown it is able to weather downturns.
Not to equate the two periods in terms of risk, but the financial crisis of 2008 showed that the housing mortgage market is a great one until it isn’t. Choosing between Essent Group and Progressive probably comes down to your view of the economy and where it’s headed in the next year. Given the ‘K-shaped’ economy where most Americans are doing worse off, and hints that consumers are starting to feel the pinch in their wallets more, that suggests there could be risk ahead for mortgages, and therefore for Essent.
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, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Mercury Systems, Inc. (NASDAQ: MRCY) breached their fiduciary duties to shareholders.
If you currently own Mercury 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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A month has gone by since the last earnings report for PVH (PVH - Free Report) . Shares have lost about 3.8% 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 PVH due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for PVH Corp. before we dive into how investors and analysts have reacted as of late.
PVH Q1 Earnings Top Estimates, FY26 Sales Outlook CutPVH Corporation posted first-quarter fiscal 2026 results, wherein both earnings and revenues topped the Zacks Consensus Estimate. However, the bottom line fell year over year while the top line increased.
PVH’s first-quarter 2026 results reflected continued momentum in Calvin Klein and TOMMY HILFIGER, supported by growth in direct-to-consumer sales across both stores and e-commerce, along with ongoing product innovation and stepped-up marketing.
Delving Deeper Into PVH’s Q1 PerformancePVH Corp. reported adjusted earnings of $2.01 per share, down 12.6% from the year-ago quarter's $2.30. However, the bottom line surpassed the Zacks Consensus Estimate of earnings of $1.80 per share and the company’s guidance of $1.65-$1.80
The EPS figure included the positive effect of 21 cents per share associated with the foreign currency translations.
Revenues increased 2% year over year (flat at constant currency) to $2.025 billion and beat the consensus mark of $1.997 billion.
Direct-to-consumer revenues inched up 6% compared with the prior-year period’s figure (up 3% on a constant-currency basis), buoyed by growth in the Americas and APAC, partly offset by decreases in EMEA. Revenues in PVH Corp.’s owned and operated stores were up 5%, and revenues also rose 2% in constant currency. Meanwhile, owned and operated digital commerce grew 11%, while decreasing 6% in constant currency, with declines in all the regions.
Wholesale revenues were flat from the prior-year period (down 6% on a constant-currency basis), with declines in all the regions.
PVH Corp.’s Costs & Margin DetailsThe company’s gross profit of $1.19 billion grew 2.1% year over year. However, the gross margin remained flat at 58.6% due to the higher U.S. tariffs, elevated promotional backdrop and margin differential owing to the transition of earlier-licensed women’s product categories to an in-house wholesale business. Decline was partly offset by tariff-mitigation efforts and lower product costs, comprising foreign exchange gains.
Adjusted selling, general and administrative expenses were $1.07 billion, up 5.6% year over year. The company’s adjusted earnings before interest and taxes totaled $131.2 million, down 18.3% from the prior-year quarter. It reported an adjusted operating margin of 6.5% in line e with guidance of 6.0% to 6.5%.
PVH’s Segmental AnalysisEMEA revenues increased 2% year over year to $946.1 million. However, on a constant-currency basis, revenues declined 5% due to softness in both the direct-to-consumer and wholesale businesses. The consensus estimate for EMEA revenues was pegged at $940 million.
Americas revenues declined 1% year over year to 602.9 million (down 2% on a constant-currency basis). Growth in the direct-to-consumer business was not enough to offset weaker wholesale sales. The decline in wholesale revenues was primarily due to a shift in the timing of shipments, with more wholesale deliveries expected in the second half of 2026 compared with the prior year. This was partially offset by higher sales resulting from bringing previously licensed women’s product categories in-house.
APAC revenues grew 10% year over year to 387 million, or 6% on a constant-currency basis. The constant-currency growth benefited from an approximately 4% boost related to the timing of the Lunar New Year, which fell in the first quarter of 2026 but not in the same period of 2025. Revenue growth was primarily driven by strength in the direct-to-consumer business, though this was partly offset by lower wholesale sales.
Licensing revenues fell 7% year over year to $89.1 million, mainly due to license transitions in North America.
PVH Corp.’s Brand PerformanceRevenues for the Calvin Klein segment increased 1% year over year (down 3% on a constant-currency basis).
Revenues for the Tommy Hilfiger brand rose 3% year over year (down 2% on a constant-currency basis).
Closer Look at PVH's Financial PerformancePVH Corp. ended the fiscal year with cash and cash equivalents of $592.5 million, long-term debt of $2.27 billion and stockholders’ equity of $4.89 billion. Inventories were down 5% year over year to $1.51 billion.
What to Expect From PVH in Q2 and FY26?PVH expects full-year fiscal 2026 revenues to be approximately flat on a reported basis, a step down from its prior view calling for a slight increase. On a constant-currency basis, the company now projects revenues to decrease slightly, compared with its earlier expectation of flat to slightly up.
On profitability, PVH reaffirmed its non-GAAP operating margin outlook of approximately 8.8%, flat with the non-GAAP margin delivered in fiscal 2025. The full-year margin view reflects an estimated net negative impact from U.S. tariffs, including a gross impact of about 215 basis points with a partial offset from mitigation actions, alongside an estimated positive impact of roughly 100 bps tied to tariff refunds.
PVH also reiterated its full-year fiscal 2026 non-GAAP earnings outlook of $11.80-$12.10 per share versus non-GAAP earnings of $11.40 in fiscal 2025. Management expects the fiscal 2026 earnings outlook to include an estimated gross tariff headwind of about $3.30 per share with partial mitigation, an estimated benefit of about $1.70 per share from tariff refunds and an estimated $0.40 per-share benefit from foreign currency translation. Net interest expense is projected at approximately $75 million, with the effective tax rate expected in the 22%-23% range.
PVH expects second-quarter fiscal 2026 revenues to decline 3% to 4% from the second quarter of fiscal 2025, with revenues projected to decrease 4% to 5% on a constant-currency basis.
On profitability, PVH sees a non-GAAP operating margin of about 9.5%, up from 8.2% in the year-ago period, reflecting an estimated positive impact of roughly 470 bps tied to tariff refunds. Non-GAAP earnings are projected at $3.00-$3.10 per share versus $2.52 a year ago, including an estimated $0.05 per-share benefit from foreign currency translation. Net interest expense is expected to be approximately $18 million, and the effective tax rate is projected at about 22%.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.
The consensus estimate has shifted 20.34% due to these changes.
VGM ScoresCurrently, PVH has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock has a grade of A on the value side, putting it in the top 20% for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, PVH has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerPVH is part of the Zacks Textile - Apparel industry. Over the past month, Ralph Lauren (RL - Free Report) , a stock from the same industry, has gained 8.6%. The company reported its results for the quarter ended March 2026 more than a month ago.
Ralph Lauren reported revenues of $1.98 billion in the last reported quarter, representing a year-over-year change of +16.6%. EPS of $2.80 for the same period compares with $2.27 a year ago.
For the current quarter, Ralph Lauren is expected to post earnings of $4.26 per share, indicating a change of +13% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
Ralph Lauren has a Zacks Rank #2 (Buy) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of C.
Key Takeaways MNST is benefiting from strong global energy drink demand and broad-based international expansion. Monster Beverage is driving growth through new product launches and rising demand for zero-sugar offerings.MNST's Monster Energy Drinks segment posted 22.8% currency-adjusted sales growth in first-quarter 2026. Monster Beverage Corporation (MNST - Free Report) continues to benefit from the sustained expansion of the global energy drinks category and its steady cadence of product innovations. Robust consumer demand across key markets has supported strong momentum in MNST’s core energy portfolio. With category trends remaining favorable worldwide, the company is well-positioned to maintain its growth trajectory and continue gaining market share.
In first-quarter 2026, the Monster Energy Drinks segment's sales grew 22.8% on a currency-adjusted basis. Monster Beverage continues to leverage the Coca-Cola system to broaden distribution and improve execution across regions. International expansion, operational efficiency and product innovation are driving the company's overall performance.
Product launches remain central to Monster Beverage’s strategy to expand usage occasions and keep its core franchises relevant. In the United States during first-quarter 2026, the company highlighted launches such as Ultra Punk Punch, Juice Monster Voodoo Grape, Strawberry Shots in full sugar and zero sugar, and a nationwide rollout of Lando Norris Zero Sugar. Management also noted that the Ultra brand family grew 20% in the quarter and Ultra White grew 34%, based on Nielsen, underscoring continued consumer shift toward zero-sugar options.
FLRT entered select channels in late March, and Storm, a wellness-focused brand, began rolling out in early May 2026, targeting new consumers rather than only existing energy users. Internationally, management cited Juice Monster Viking Berry as the most successful innovation launch in EMEA, with additional zero-sugar athlete editions rolling into more markets. By using innovation to support both new and existing SKUs, Monster Beverage can drive incremental volume without relying solely on pricing.
At its core, Monster Beverage will continue to benefit from steady growth in the global energy drink market, supported by strong demand across convenience stores and other key retail channels. Its efforts to advance innovation, expand its international presence and enhance operational efficiency are expected to further strengthen its performance.
MNST’s Price Performance, Valuation and EstimatesShares of Monster Beverage have gained 29% in the past six months against the industry’s rally of 15.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, MNST trades at a forward price-to-earnings ratio of 39.64X compared with the industry’s average of 19.29X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MNST’s 2026 and 2027 EPS indicates year-over-year growth of 12.1% and 12.8%, respectively. The company’s EPS estimates for 2026 and 2027 have been stable in the past 30 days.
Image Source: Zacks Investment Research
Monster Beverage currently carries a Zacks Rank #3 (Hold).
Stocks to Consider in the Consumer Staples Space The Chefs' Warehouse, Inc. (CHEF - Free Report) , which is a distributor of specialty food products in the United States, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Chefs' Warehouse's current financial-year sales indicates growth of 8.3% from the prior-year level. CHEF delivered a trailing four-quarter earnings surprise of 28.9%, on average.
Nomad Foods Limited (NOMD - Free Report) , which manufactures and distributes frozen foods, currently carries a Zacks Rank #2 (Buy).
The consensus estimate for Nomad Foods’ current financial-year sales is expected to rise 0.5% from the year-ago reported figure. NOMD delivered a trailing four-quarter earnings surprise of 8.6%, on average.
Medifast, Inc. (MED - Free Report) , which is a leading manufacturer and distributor of clinically-proven healthy living products and programs, currently carries a Zacks Rank of 2. MED delivered an average earnings surprise of 65.5% in the last reported quarter.
The Zacks Consensus Estimate for Medifast’s current financial-year sales indicates a decline of 26% from the year-ago number.
Investors looking for stocks in the Beverages - Soft drinks sector might want to consider either Fomento Economico (FMX) or Monster Beverage (MNST). But which of these two stocks offers value investors a better bang for their buck right now?
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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 DexCom, Inc. (NASDAQ: DXCM) breached their fiduciary duties to shareholders.
If you currently own DexCom 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:
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Attorney Advertising. Prior results do not guarantee a similar outcome.
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Daniel Sadeh, Esq.
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Key Takeaways IDA and OGE serve rising electricity demand through regulated utility operations and grid investments. IDA has stronger EPS growth projections, lower leverage and better one-month share gains than OGE.OGE offers a higher dividend yield and a larger 2026-2030 capital investment plan than IDA. Companies operating in the Zacks Utility - Electric Power industry are engaged in the generation, transmission and distribution of electricity, serving millions of customers across the United States. The industry, supported by its regulated business model and rising electricity demand, generates predictable earnings and cash flows. Regular dividend payments and periodic share repurchases make these utilities attractive options for investors.
Electricity demand across the United States continues to increase, fueled by rapid data center expansion, accelerating electrification and rising residential power consumption. To meet this demand, utilities are investing in renewable energy, grid modernization and distribution infrastructure to enhance system reliability.
Amid growing demand for reliable power and grid investments, let us compare IDACORP, Inc. (IDA - Free Report) and OGE Energy (OGE - Free Report) . Both regulated electric utilities benefit from rising electricity demand, supportive regulatory frameworks and ongoing investments in grid modernization, infrastructure upgrades and renewable energy expansion.
IDACORP is benefiting from steady customer growth, increasing electricity demand and constructive regulatory mechanisms, supporting timely cost recovery and earnings stability. Its strategic investment plan supports infrastructure expansion, renewable energy integration and high-voltage transmission projects, enhancing service reliability and supporting long-term growth.
OGE Energy is benefiting from strong customer growth, rising electricity demand from expanding data centers and sustained economic development across its service territory, supporting revenues and earnings growth. Its systematic capital investment for infrastructure modernization improves operational efficiency, enhances grid reliability, supports growing electricity demand and strengthens long-term regulated earnings and sustainable growth.
IDACORP and OGE Energy both maintain strong positions in the regulated utility sector. A comparison of their fundamentals can help determine which stock offers the better investment opportunity.
IDA & OGE’s Earnings Growth ProjectionsThe Zacks Consensus Estimate for IDA’s earnings per share (EPS) is pegged at $6.39 in 2026 and $6.94 in 2027, suggesting year-over-year growth of 8.31% and 8.52%, respectively. IDA’s long-term (three to five years) earnings growth is currently pinned at 7.85%.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for OGE’s EPS is pegged at $2.43 in 2026 and $2.59 in 2027, suggesting year-over-year growth of 4.74% and 6.92%, respectively. OGE’s long-term earnings growth is currently pinned at 5.57%.
Image Source: Zacks Investment Research
Debt to CapitalCompanies operating in the utility space rely heavily on debt financing to fund operations, maintain system reliability and meet rising electricity demand. Their capital-intensive business model requires continuous investments in generation, transmission and distribution infrastructure, making access to low-cost financing essential for supporting long-term growth and delivering reliable electric service.
IDACORP’s debt-to-capital ratio stands at 50.98%, below OGE Energy’s 54.27%. Both companies' debt-to-capital ratios remain below the industry average of 60.71%. However, OGE carries higher leverage than IDA, indicating a greater reliance on borrowed funds.
Image Source: Zacks Investment Research
IDA & OGE’s Dividend YieldThe regulated nature of operation allows utilities to earn a stable return on investment and distribute regular dividends to shareholders, reflecting their focus on delivering dependable returns and long-term shareholder value. It also indicates the company's predictable earnings and solid cash flow generation.
Currently, OGE’s dividend yield is 3.44%, while that for IDA is 2.28%. The dividend yields of both companies are higher than the S&P 500’s yield of 1.40%.
IDA & OGE’s Capital Investment PlansUtilities require substantial capital investments to develop infrastructure, improve system reliability and maintain their extensive asset base. Power generation and distribution utilities regularly invest in renewable energy expansion, battery storage, transmission and distribution upgrades, and the replacement of outdated equipment to improve grid resilience, operational efficiency and long-term service reliability.
IDACORP plans to invest $1.3-$1.5 billion during 2026 for infrastructure development and grid modernization to ensure safe and reliable service for customers. OGE Energy plans to invest $7.3 billion between 2026 and 2030 to enhance the safety, reliability and resiliency of its transmission, distribution and generation infrastructure.
IDA & OGE’s Price PerformanceIDACORP’s shares have gained 11.5% over the past month compared with OGE Energy’s rally of 5.3%.
Image Source: Zacks Investment Research
Overall AssessmentIDACORP and OGE Energy continue to benefit from increasing electricity demand, driven by economic growth, customer expansion, data center development and capital investments that enhance grid reliability and support long-term growth.
IDACORP, supported by stable EPS growth, lower debt levels and better stock price performance, appears to be a more attractive choice in the utility sector.
Investors interested in stocks from the Oil and Gas - Field Services sector have probably already heard of Weatherford (WFRD - Free Report) and Archrock Inc. (AROC - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.
There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
Weatherford has a Zacks Rank of #2 (Buy), while Archrock Inc. has a Zacks Rank of #3 (Hold) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that WFRD has an improving earnings outlook. But this is just one factor that value investors are interested in.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
WFRD currently has a forward P/E ratio of 13.54, while AROC has a forward P/E of 19.33. We also note that WFRD has a PEG ratio of 0.74. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. AROC currently has a PEG ratio of 1.61.
Another notable valuation metric for WFRD is its P/B ratio of 3.39. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, AROC has a P/B of 4.25.
These metrics, and several others, help WFRD earn a Value grade of A, while AROC has been given a Value grade of C.
WFRD sticks out from AROC in both our Zacks Rank and Style Scores models, so value investors will likely feel that WFRD is the better option right now.
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Baker Hughes (BKR - Free Report) , which belongs to the Zacks Oil and Gas - Field Services industry.
This oilfield services company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 16.21%.
For the last reported quarter, Baker Hughes came out with earnings of $0.58 per share versus the Zacks Consensus Estimate of $0.5 per share, representing a surprise of 16.00%. For the previous quarter, the company was expected to post earnings of $0.67 per share and it actually produced earnings of $0.78 per share, delivering a surprise of 16.42%.
Price and EPS Surprise
Thanks in part to this history, there has been a favorable change in earnings estimates for Baker Hughes 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.
Baker Hughes currently has an Earnings ESP of +12.38%, 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 26, 2026.
Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.
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.
Jabil (JBL - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- 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 Jabil 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, and the near-term price movement of its stock are proven to be strongly correlated. 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.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Jabil 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 JabilFor the fiscal year ending August 2026, this electronics manufacturer is expected to earn $12.74 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for Jabil. Over the past three months, the Zacks Consensus Estimate for the company has increased 3.7%.
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 Jabil to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Customers in the western suburbs asked to conserve energy until 8:00 PM on Friday
CHICAGO--(BUSINESS WIRE)--Following work to maintain the grid during three days of extreme heat, ComEd crews are restoring power to customers impacted by severe storms that moved through northern Illinois Thursday night. The storms had heavy rain, lightning and wind gusts in excess of 50 miles per hour. Since the storms began, more than 45,000 customers have been restored. 10,400 customers remain out of power.
Additional severe weather is possible on Friday and through the holiday weekend, with high temperatures in the 90s expected on Friday. Prolonged extreme heat across northern Illinois continues to place significant stress on our electric system, and we are deploying every available resource to maintain reliable service, including using generators to help ease strain on the grid.
ComEd has previously asked customers in the suburbs and city neighborhoods to conserve energy after repairs to the substation were needed due in part to the extreme heat. That conservation request continues until 8:00 PM Friday.
“We have had our Emergency Operation Center open since Tuesday while we made repairs to a substation impacted by the extreme heat in the western suburbs,” said David Perez, executive vice president and COO of ComEd. “We will continue to monitor the grid and work quickly and safely to restore customers impacted by last night’s storms.”
Public safety is paramount, and ComEd encourages customers to take the following precautions:
If a downed power line is spotted, please immediately call ComEd at 1-800-EDISON1 (1-800-334-7661). Spanish-speaking customers should call 1-800-95-LUCES (1-800-955-8237). Never approach a downed power line. Always assume a power line is energized and extremely dangerous. In the event of an outage, do not approach ComEd crews working to restore power to ask about restoration times. Crews may be working on live electrical equipment, and the perimeter of the work zone may be hazardous. ComEd urges customers to contact the company immediately if they experience a power outage. Customers can text OUT to 26633 (COMED) to report an outage and receive restoration information and can follow the company on X @ComEd or on Facebook at Facebook.com/ComEd. Customers can also call 1-800 EDISON1 (1-800-334-7661), or report outages via the website at ComEd.com/report. Spanish-speaking customers should call 1-800-95-LUCES (1-800-955-8237).
With ComEd’s new Outage Tracker, customers can report outages, check estimated time of restoration, view crew status updates, and explore our outage map. Visit ComEd.com/OutageTracker.
ComEd’s mobile app for iPhone and Android® smart phones gives customers the ability to report power outages and manage their accounts; download the app at ComEd.com/app.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Carpenter Technology (CRS - Free Report) . This company, which is in the Zacks Steel - Speciality industry, shows potential for another earnings beat.
This maker of stainless steels and special alloys 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 6.43%.
For the most recent quarter, Carpenter was expected to post earnings of $2.59 per share, but it reported $2.77 per share instead, representing a surprise of 6.95%. For the previous quarter, the consensus estimate was $2.2 per share, while it actually produced $2.33 per share, a surprise of 5.91%.
Price and EPS Surprise
Thanks in part to this history, there has been a favorable change in earnings estimates for Carpenter 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.
Carpenter has an Earnings ESP of +0.09% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on July 30, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
SummaryCrispr Therapeutics secured FDA pediatric approval for Casgevy, expanding its addressable market and reinforcing its leadership in CRISPR/Cas9 gene editing.Casgevy’s robust clinical efficacy, global approvals, and strong safety profile support its multibillion-dollar potential, despite initial slow commercial uptake due to complex treatment and high cost.CRSP’s pipeline includes innovative in-vivo and allogeneic programs targeting cardiovascular and autoimmune diseases, aiming to further simplify and expand gene therapy applications.With pediatric approval, CRSP is positioned for accelerated revenue growth; patient pool expansion and technical advances could drive significant upside toward historic share price highs.Haggerston BioHealth members get exclusive access to our real-world portfolio. See all our investments here » wildpixel/iStock via Getty Images
Investment Overview - Casgevy Secures Pediatric Approval Crispr Therapeutics (CRSP) stock jumped >8% in trading yesterday, reaching a four-month high value of $60 per share and a market cap valuation of $5.79bn, after the company and partner Vertex Pharmaceuticals (
15.01K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of CRSP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With 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 that way. 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 Watts Water (WTS - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.
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. Watts Water 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 WTS that show why this maker of valves for plumbing, heating and water needs 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 is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For WTS, shares are up 4.47% over the past week while the Zacks Manufacturing - General Industrial industry is flat 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 1.31% performance as well.
While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Shares of Watts Water have increased 21.16% over the past quarter, and have gained 44.37% 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 WTS'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 WTS is averaging 584,700 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 WTS.
Over the past two months, 4 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost WTS's consensus estimate, increasing from $11.57 to $12.03 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 WTS is a #2 (Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Watts Water on your short list.
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 Humana Inc. (NYSE: HUM) breached their fiduciary duties to shareholders.
If you currently own Humana 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.
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Halper Sadeh LLC
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Daniel Sadeh, Esq.
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[email protected]
[email protected]
https://www.halpersadeh.com
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 MongoDB, Inc. (NASDAQ: MDB) breached their fiduciary duties to shareholders.
If you currently own MongoDB 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
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Daniel Sadeh, Esq.
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(212) 763-0060
[email protected]
[email protected]
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NEW YORK, July 03, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against AeroVironment, Inc. (NASDAQ: AVAV) 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 AeroVironment securities between June 25, 2025 and March 10, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/AVAV.
AeroVironment Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and prospects. Specifically, the Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that:
(1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force’s ongoing efforts to modernize the SCN;
(2) accordingly, Defendants overstated AeroVironment’s business and financial prospects; and
(3) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
What's Next for AeroVironment 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/AVAV. 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 AeroVironment you have until July 27, 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 AeroVironment 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 AeroVironment 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.
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Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
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Prior results do not guarantee similar outcomes.
Shareholders are urged to contact the firm immediately at no cost or obligation, as there may be limited time to enforce your rights.
We would handle the matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Extreme Networks, Inc. (NASDAQ: EXTR) breached their fiduciary duties to shareholders.
If you currently own Extreme Networks 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
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Hasbro (HAS - Free Report) , which belongs to the Zacks Toys - Games - Hobbies industry.
This toy maker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 41.89%.
For the most recent quarter, Hasbro was expected to post earnings of $1.12 per share, but it reported $1.47 per share instead, representing a surprise of 31.25%. For the previous quarter, the consensus estimate was $0.99 per share, while it actually produced $1.51 per share, a surprise of 52.53%.
Price and EPS Surprise
For Hasbro, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Hasbro currently has an Earnings ESP of +1.23%, 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 #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 21, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
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 Driven Brands Holdings Inc. (NASDAQ: DRVN) breached their fiduciary duties to shareholders.
If you currently own Driven Brands 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
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 Sun Communities, Inc. (NYSE: SUI) breached their fiduciary duties to shareholders.
If you currently own Sun Communities 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
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 Monolithic Power Systems, Inc. (NASDAQ: MPWR) breached their fiduciary duties to shareholders.
If you currently own Monolithic 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
NEW YORK, July 03, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Graphic Packaging Holding Company (NYSE: GPK) 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 Graphic Packaging securities between February 4, 2025 and February 2, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/GPK.
Graphic Packaging Case Details
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and prospects. Specifically, the Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that:
(1) Graphic Packaging was experiencing, among other things, significant inventory management issues, as well as significantly reduced demand and volumes and increased costs;
(2) Defendants downplayed the true scope and severity of the foregoing issues, which were likely to, and did, have a material negative impact on the Company’s business and financial results;
(3) Defendants likewise overstated the strength and sustainability of the Company’s business model and operations, as well as its ability to weather ongoing macroeconomic headwinds;
(4) accordingly, the Company’s previously issued FY 2025 financial guidance was unreliable and/or unrealistic; and
(5) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
What's Next for Graphic Packaging 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/GPK. 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 Graphic Packaging you have until July 6, 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 Graphic Packaging 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 Graphic Packaging 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]
Attorney advertising.
Prior results do not guarantee similar outcomes.
New York, New York--(Newsfile Corp. - July 3, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Graphic Packaging Holding Company (NYSE: GPK) between February 4, 2025 and February 2, 2026, inclusive (the "Class Period"), of the important July 6, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Graphic Packaging 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 Graphic Packaging class action, go to https://rosenlegal.com/submit-form/?case_id=64523 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 6, 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/or failed to disclose that: (1) Graphic Packaging was experiencing, inter alia, significant inventory management issues, as well as significantly reduced demand and volumes and increased costs; (2) defendants downplayed the true scope and severity of the foregoing issues, which were likely to, and did, have a material negative impact on Graphic Packaging's business and financial results; (3) defendants likewise overstated the strength and sustainability of Graphic Packaging's business model and operations, as well as its ability to weather ongoing macroeconomic headwinds; (4) accordingly, Graphic Packaging's previously issued full year 2025 financial guidance was unreliable and/or unrealistic; and (5) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Graphic Packaging class action, go to https://rosenlegal.com/submit-form/?case_id=64523 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/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303883
Source: The Rosen Law Firm PA
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Belden (BDC - Free Report) appears an attractive pick, as it has been recently upgraded 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.
A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
As such, the Zacks rating upgrade for Belden 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. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Belden 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 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 BeldenFor the fiscal year ending December 2026, this communications equipment company is expected to earn $8.22 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for Belden. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.7%.
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 Belden 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.
New York, New York--(Newsfile Corp. - July 3, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against FS KKR Capital Corp. (NYSE: FSK) 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 FS KKR Capital securities between May 8, 2024 and February 25, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/FSK.
FS KKR Capital Case Details
The Complaint alleges that throughout the Class Period, Defendants failed to disclose to investors that:
the Company overstated the effectiveness of its portfolio restructuring efforts for its nonaccrual companies; the Company overstated the valuation of its portfolio investments and/or overstated the effectiveness of the Company's portfolio valuation process; the Company overstated the durability of its quarterly distribution strategy; and that, 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.What's Next for FS KKR Capital 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/FSK, 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 FS KKR Capital you have until July 3, 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 FS KKR Capital 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 FS KKR Capital 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.
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Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/296010
Source: Bronstein, Gewirtz & Grossman, LLC
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Investors with an interest in Leisure and Recreation Services stocks have likely encountered both Life Time Group Holdings, Inc. (LTH - Free Report) and Vail Resorts (MTN - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.
Right now, Life Time Group Holdings, Inc. is sporting a Zacks Rank of #2 (Buy), while Vail Resorts has a Zacks Rank of #4 (Sell). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that LTH has an improving earnings outlook. But this is just one factor that value investors are interested in.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.
LTH currently has a forward P/E ratio of 24.47, while MTN has a forward P/E of 32.61. We also note that LTH has a PEG ratio of 1.49. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. MTN currently has a PEG ratio of 13.20.
Another notable valuation metric for LTH is its P/B ratio of 2.81. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, MTN has a P/B of 5.47.
Based on these metrics and many more, LTH holds a Value grade of B, while MTN has a Value grade of C.
LTH sticks out from MTN in both our Zacks Rank and Style Scores models, so value investors will likely feel that LTH is the better option right now.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Arthur J. Gallagher (AJG - Free Report) . This company, which is in the Zacks Insurance - Brokerage industry, shows potential for another earnings beat.
When looking at the last two reports, this insurance and risk-management company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 1.43%, on average, in the last two quarters.
For the most recent quarter, Arthur J. Gallagher was expected to post earnings of $4.4 per share, but it reported $4.47 per share instead, representing a surprise of 1.59%. For the previous quarter, the consensus estimate was $2.35 per share, while it actually produced $2.38 per share, a surprise of 1.28%.
Price and EPS Surprise
For Arthur J. Gallagher, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Arthur J. Gallagher currently has an Earnings ESP of +0.17%, 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.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an 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.
Investors with an interest in Manufacturing - Electronics stocks have likely encountered both Vestas Wind Systems AS (VWDRY) and Eaton (ETN). But which of these two stocks presents investors with the better value opportunity right now?
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Matador Resources (MTDR - Free Report) . This company, which is in the Zacks Oil and Gas - Exploration and Production - United States industry, shows potential for another earnings beat.
When looking at the last two reports, this independent oil and gas company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 22.96%, on average, in the last two quarters.
For the most recent quarter, Matador was expected to post earnings of $1.24 per share, but it reported $1.53 per share instead, representing a surprise of 23.39%. For the previous quarter, the consensus estimate was $0.71 per share, while it actually produced $0.87 per share, a surprise of 22.54%.
Price and EPS Surprise
Thanks in part to this history, there has been a favorable change in earnings estimates for Matador 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.
Matador has an Earnings ESP of +7.44% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Investors might want to bet on Lamar Advertising (LAMR - Free Report) , as it has been recently upgraded 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.
A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.
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.
As such, the Zacks rating upgrade for Lamar 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, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
For Lamar, 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 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 LamarThis outdoor and transit advertising company is expected to earn $8.81 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for Lamar. Over the past three months, the Zacks Consensus Estimate for the company has increased 2.2%.
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 Lamar 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 Edwards Lifesciences Corporation (NYSE: EW) breached their fiduciary duties to shareholders.
If you currently own Edwards 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
New York, New York--(Newsfile Corp. - July 3, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Badger Meter, Inc. (NYSE: BMI) 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 Badger Meter securities between April 18, 2024 and April 16, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/BMI.
Badger Meter Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
the Company's reported strong financial results did not reflect "ongoing favorable industry trends," "secular growth drivers," or "solid operating execution," as represented, but were instead unsustainable; Defendants' statements touting "strong" demand, "robust order pacing," and a "strong bid pipeline" overstated the true state of the Company's demand environment and ability to generate continued sales and earnings growth; and contrary to Defendants' claims that the Company possessed a "long runway" for growth, the Company's growth prospects were materially overstated, such that Defendants lacked a reasonable basis for their positive statements about the Company's business, operations, and future prospects.What's Next for Badger Meter 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/BMI, 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 Badger Meter you have until August 3, 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 Badger Meter 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 Badger Meter 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.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300221
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
NEW YORK, July 03, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Badger Meter, Inc. (NYSE: BMI) 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 Badger Meter securities between April 18, 2024 and April 16, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/BMI.
Badger Meter Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
the Company’s reported strong financial results did not reflect “ongoing favorable industry trends,” “secular growth drivers,” or “solid operating execution,” as represented, but were instead unsustainable;Defendants’ statements touting “strong” demand, “robust order pacing,” and a “strong bid pipeline” overstated the true state of the Company’s demand environment and ability to generate continued sales and earnings growth; andcontrary to Defendants’ claims that the Company possessed a “long runway” for growth, the Company’s growth prospects were materially overstated, such that Defendants lacked a reasonable basis for their positive statements about the Company’s business, operations, and future prospects. What's Next for Badger Meter 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/BMI. 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 Badger Meter you have until August 3, 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 Badger Meter 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 Badger Meter 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]
Attorney advertising.
Prior results do not guarantee similar outcomes.
Key Takeaways ARM generated 20% year-over-year revenue growth in the fourth quarter of fiscal 2026.Licensing and other revenues climbed 29%, highlighting strong customer demand for ARM's intellectual property.Royalty revenues advanced 11%, supported by wider adoption of Armv9 technology and data center processors. Arm Holdings (ARM - Free Report) continues to capitalize on robust demand for its semiconductor intellectual property, with its latest quarterly results underscoring the growing importance of its licensing business as a key growth engine.
In the fourth quarter of fiscal 2026, total revenues increased 20% year over year to $1.49 billion. Although royalties remain a significant contributor to the company's business model, licensing and other revenues once again delivered the strongest growth, reflecting healthy customer demand for ARM's processor designs.
The results illustrate the expanding adoption of the company's architecture across multiple high-growth markets. As semiconductor manufacturers increasingly develop custom chips for artificial intelligence, cloud infrastructure, smartphones and other advanced computing applications, ARM's technology continues to serve as a critical foundation for next-generation processor development. This trend is supporting a steady pipeline of new licensing agreements and strengthening long-term customer relationships.
Licensing momentum has become an increasingly important contributor to the company's overall financial performance. Licensing and other revenues rose 29% year over year to $819 million during the quarter, providing a significant boost to overall revenue growth. The improvement was supported by contributions from previously executed agreements as well as the signing of several large licensing contracts during the period.
At the same time, ARM's royalty business continues to generate a dependable stream of recurring revenues. Royalty revenues increased 11% from the prior-year period to $671 million, driven by broader deployment of Armv9 architecture, increasing adoption of Arm Compute Subsystems, and expanding use of Arm-based processors across data center workloads.
For investors, the latest results reinforce the strength of ARM's business model. Continued demand for new licensing agreements, combined with an expanding royalty base, provides multiple avenues for sustained long-term growth. As investments in artificial intelligence infrastructure and advanced computing continue accelerating, Arm Holdings appears well-positioned to benefit from both increasing design wins and higher royalty generation.
How ARM Stacks Up Against Key Semiconductor PeersAmong leading semiconductor companies, NVIDIA ((NVDA - Free Report) continues to dominate the AI accelerator market with its powerful GPU ecosystem, while Advanced Micro Devices (AMD - Free Report) has steadily expanded its presence across AI computing, data centers and high-performance processors. Unlike NVIDIA and Advanced Micro Devices, which primarily generate revenue through semiconductor sales, ARM operates a licensing-based business model that enables broad adoption of its processor architecture across the industry. As more chipmakers build products around ARM's designs, the company benefits from both upfront licensing fees and recurring royalty income, giving it a differentiated and highly scalable growth model within the semiconductor sector.
ARM’s Price Performance, Valuation and EstimatesThe stock has surged a massive 188% year to date, significantly outperforming the industry’s 51% rally.
Image Source: Zacks Investment Research
From a valuation standpoint, ARM trades at a forward price-to-sales ratio of 51.41X, well above the industry’s 9.51X. It carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for the company’s fiscal 2027 earnings has remained unchanged over the past 30 days.
ARM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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 Charles River Laboratories International, Inc. (NYSE: CRL) breached their fiduciary duties to shareholders.
If you currently own Charles River 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
Key Takeaways Helen of Troy is expected to report Q1 fiscal 2027 revenue growth of 0.9% to $375.1 million.HELE's earnings estimate sits at 2 cents a share, implying a 95.1% drop from the prior year.Tariff costs, weak discretionary demand and retailer caution may weigh on HELE's profitability. Helen of Troy Limited (HELE - Free Report) is likely to witness top-line growth when it reports first-quarter fiscal 2027 earnings on July 8. The Zacks Consensus Estimate for revenues is pegged at $375.1 million, indicating an increase of 0.9% from the prior-year quarter’s reported figure.
The consensus mark for earnings has remained unchanged over the past 30 days at 2 cents a share, which suggests a decline of 95.1% from the figure reported in the year-ago period. HELE has a trailing four-quarter negative surprise of around 5%, on average.
Factors Likely to Influence HELE’s Upcoming ResultsHelen of Troy’s first-quarter fiscal 2027 results are likely to reflect continued progress in its brand revitalization strategy. The company entered the year with a greater focus on innovation, marketing and consumer engagement, supported by new product launches across several key brands, including Hydro Flask, OXO, Revlon, Osprey and Olive & June. Continued investments in digital capabilities, social commerce and international expansion may also have supported consumer engagement and sales execution during the quarter.
Operational initiatives are also expected to have remained supportive. Helen of Troy continued to diversify its manufacturing footprint, strengthen dual sourcing and enhance supply-chain capabilities to mitigate tariff exposure and improve operational resilience. The company also maintained its focus on working-capital efficiency, inventory optimization and technology investments, including advanced planning and AI-enabled capabilities, which could have aided execution during the quarter.
Our model suggests organic volumes to dip 0.5% in the first quarter, indicating an improvement from a 6.1% decline witnessed in the fourth quarter of fiscal 2026.
However, the first-quarter performance may have been constrained by a difficult operating backdrop. On its fourth-quarter fiscal 2026 earnings call, management continued to anticipate inflationary pressures, cautious discretionary spending, conservative retailer inventory management and a highly competitive promotional environment. These factors may have weighed on demand across discretionary categories and kept retailer ordering patterns measured, limiting the pace of top-line recovery.
First-quarter profitability may have been hurt by higher tariff-related costs, as the company expected them to weigh more heavily in the first half of fiscal 2027. Continued spending on marketing, innovation and talent to rebuild brand momentum is also likely to have limited margin gains. Our model suggests an adjusted operating margin contraction of 130 basis points to 3% for the first quarter.
Q1 Earnings Whispers for HELEOur proven model doesn’t conclusively predict an earnings beat for Helen of Troy this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
Helen of Troy currently carries a Zacks Rank #2 and has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks With the Favorable CombinationHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Kimberly-Clark Corporation (KMB - Free Report) currently has an Earnings ESP of +0.39% and a Zacks Rank of 3. The Zacks Consensus Estimate for Kimberly-Clark’s upcoming quarterly revenues is pegged at $4.23 billion. The figure implies a 1.7% increase from the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Kimberly-Clark’s quarterly earnings per share is pegged at $1.99, indicating a 3.7% gain from the year-ago period figure. KMB delivered a trailing four-quarter earnings surprise of 19.1%, on average.
Celsius Holdings, Inc. (CELH - Free Report) currently has an Earnings ESP of +1.30% and a Zacks Rank of 3. The consensus estimate for CELH’s quarterly revenues is pinned at $891.5 million, which calls for 20.6% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for Celsius Holdings’ upcoming quarter’s EPS is pegged at 42 cents, which implies a 10.6% decrease year over year. CELH delivered a trailing four-quarter earnings surprise of 58.1%, on average.
Tyson Foods, Inc. (TSN - Free Report) currently has an Earnings ESP of +2.17% and a Zacks Rank of 3. The consensus estimate for Tyson Foods’ quarterly revenues is pinned at $14.29 billion, which suggests 2.9% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at $1.04, which implies a 14.3% increase year over year. TSN delivered a trailing four-quarter earnings surprise of nearly 18.1%, on average.
A month has gone by since the last earnings report for Ollie's Bargain Outlet (OLLI - Free Report) . Shares have lost about 0.4% in that time frame, outperforming 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 Ollie's Bargain Outlet 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 most recent earnings report in order to get a better handle on the important drivers.
Ollie's Bargain Q1 Earnings Beat, Comps Rise 1.7%, EPS View UpOllie’s Bargain delivered first-quarter fiscal 2026 results, wherein net sales fell short of the Zacks Consensus Estimate, while earnings beat the same. Both top and bottom lines increased year over year, driven by new store growth, positive comparable-store sales, margin expansion and disciplined expense management. Management raised its fiscal 2026 earnings outlook following the stronger-than-expected performance.
The company’s value-focused business model continued to resonate with consumers against an uncertain macroeconomic backdrop. During the quarter, Ollie’s opened 27 new stores and ended the period with 672 stores across 35 states, reflecting 15.1% year-over-year growth. The Ollie’s Army loyalty program expanded 12.6% to 17.5 million members, highlighting continued customer engagement and acquisition.
OLLI’s Performance: Key Metrics & InsightsOllie’s Bargain reported adjusted earnings of 91 cents per share, which surpassed the Zacks Consensus Estimate of 87 cents by 4.6%. The figure increased 21.3% from adjusted earnings of 75 cents reported in the year-ago quarter.
Net sales rose 14.2% year over year to $658.9 million, driven by new store openings and positive comparable-store sales growth. However, revenues narrowly missed the Zacks Consensus Estimate of $666 million.
Comparable-store sales increased 1.7%, supported primarily by higher basket size. Food, general merchandise, hardware, seasonal décor and stationery were among the top-performing categories during the quarter, while weather-sensitive categories such as lawn and garden and summer furniture lagged due to unfavorable weather conditions.
Management noted that sales trends remained positive throughout the quarter, though elevated fuel prices and unseasonable weather affected customer traffic, particularly in southern markets. The company also highlighted continued strength in trade-down behavior among higher-income consumers, reflecting growing demand for value-oriented retail offerings.
What Margins Have to Say About Ollie’s BargainGross profit increased 16.4% to $276 million. Gross margin expanded 80 basis points to 41.9%, benefiting from lower supply-chain costs and a modest improvement in merchandise margins. The result exceeded management’s expectations as lower tariff-related costs and supply-chain efficiencies more than offset higher fuel expenses.
SG&A expenses, as a percentage of net sales, remained flat year over year at 28.6%. Effective cost controls and productivity initiatives helped offset investments in growth and customer acquisition.
Pre-opening expenses declined 3.2% to $6.4 million, primarily due to lower dark-rent expenses associated with previously acquired bankruptcy locations, partially offset by a higher number of new store openings.
Operating income climbed 23.8% to $69.6 million, while operating margin expanded 90 basis points to 10.6%. Adjusted EBITDA rose 21.8% to $87.9 million, with adjusted EBITDA margin increasing 80 basis points to 13.3%.
Ollie’s Bargain’s Financial SnapshotOllie’s Bargain ended the quarter with total cash and investments of $525.6 million, up 26.7% year over year. The company continued to maintain a strong balance sheet with no meaningful long-term debt, providing significant financial flexibility.
Inventory increased 12.3% year over year to $686.9 million, primarily supporting ongoing store expansion initiatives. Capital expenditures totaled $25.5 million during the quarter, with investments directed toward new store openings, existing store improvements and supply-chain infrastructure projects.
The company repurchased approximately $53.4 million of stock during the quarter, buying back 542,486 shares. Management increased its planned fiscal 2026 share repurchases to approximately $125 million from the prior expectation of $100 million, reflecting confidence in the business and cash-flow generation.
Ollie’s continued to advance key initiatives during the quarter. The company reported strong growth in its loyalty program, continued success in category productivity efforts and progress on distribution-center expansion projects in Texas and Illinois, which are expected to increase network capacity to more than 850 stores. Management also cited an improving closeout buying environment, driven by retail industry consolidation and increased availability of attractive merchandise opportunities.
What to Expect From OLLI in Fiscal 2026?Following the first-quarter outperformance, management raised its fiscal 2026 earnings outlook while maintaining its comparable-sales and store-opening expectations.
The company now expects adjusted earnings in the range of $4.45-$4.55 per share, up from the previous outlook of $4.40-$4.50. Net sales are expected in the range of $2.98-$3.0 billion compared with the prior outlook of $2.985-$3.013 billion. Comparable-store sales growth is still anticipated to be approximately 2% for fiscal 2026.
Gross margin is now expected to be approximately 40.7%, up from the prior expectation of 40.5%. Operating income is projected between $340 million and $348 million.
Management reiterated plans to open 75 new stores during fiscal 2026. Capital expenditures are expected in the range of $103-$113 million.
While management acknowledged continued uncertainty surrounding consumer spending, fuel prices and weather-related sales volatility, it expressed confidence in the company’s ability to deliver mid-teens earnings growth through strong execution, favorable availability of closeout merchandise, disciplined cost management, and ongoing investments in value and customer acquisition.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.
VGM ScoresAt this time, Ollie's Bargain Outlet has a average Growth Score of C, though it is lagging a bit on the Momentum Score front with a D. However, the stock was allocated a grade of B on the value side, putting it in the top 40% for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Ollie's Bargain Outlet has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry PlayerOllie's Bargain Outlet belongs to the Zacks Consumer Products - Staples industry. Another stock from the same industry, BJ's Wholesale Club (BJ - Free Report) , has gained 0.9% over the past month. More than a month has passed since the company reported results for the quarter ended April 2026.
BJ's reported revenues of $5.66 billion in the last reported quarter, representing a year-over-year change of +9.9%. EPS of $1.10 for the same period compares with $1.14 a year ago.
BJ's is expected to post earnings of $1.15 per share for the current quarter, representing a year-over-year change of +0.9%. Over the last 30 days, the Zacks Consensus Estimate has changed -1%.
BJ's has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B.
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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.
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Contact Information:
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One World Trade Center
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