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Organon (OGN - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Over the past month, shares of this pharmaceutical company have returned +1.1%, compared to the Zacks S&P 500 composite's -1.7% change. During this period, the Zacks Medical Services industry, which Organon falls in, has gained 14.8%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

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

For the current quarter, Organon is expected to post earnings of $0.87 per share, indicating a change of -13% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

The consensus earnings estimate of $3.37 for the current fiscal year indicates a year-over-year change of -7.9%. This estimate has remained unchanged over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $3.61 indicates a change of +7% from what Organon is expected to report a year ago. Over the past month, the estimate has remained unchanged.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Organon.

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

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of Organon, the consensus sales estimate of $1.54 billion for the current quarter points to a year-over-year change of -3.3%. The $6.11 billion and $6.14 billion estimates for the current and next fiscal years indicate changes of -1.6% and +0.4%, respectively.

Last Reported Results and Surprise HistoryOrganon reported revenues of $1.46 billion in the last reported quarter, representing a year-over-year change of -3.5%. EPS of $0.71 for the same period compares with $1.02 a year ago.

Compared to the Zacks Consensus Estimate of $1.47 billion, the reported revenues represent a surprise of -0.48%. The EPS surprise was -14.46%.

Over the last four quarters, Organon surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two times over this period.

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

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

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

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

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Organon. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in PK over the next 72 hours. 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.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

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

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

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

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

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

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

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

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

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

Stock to Watch: Outfront Media (OUT - Free Report) Headquartered in New York, OUTFRONT Media Inc. is a leading provider of out-of-home (OOH) advertisement space in key U.S. markets. With billboard and transit displays, the company provides advertising structures and sites to diverse industries across the largest markets in the United States. Its inventory consists of billboard displays primarily located on heavily traveled highways and roadways in top Nielsen Designated Market Areas and transit advertising displays operated under exclusive multi-year contracts with municipalities in large cities across the United States. The company has displays in approximately 120 markets across the United States, including the 25 largest markets. As of Dec. 31, 2025, the company had approximately 19,100 lease agreements with approximately 17,500 different landlords.

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

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 14.57; value investors should take notice.

Three analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.04 to $2.26 per share. OUT also boasts an average earnings surprise of +12.1%.

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

Investors interested in Retail-Wholesale stocks should always be looking to find the best-performing companies in the group. Is Burlington Stores (BURL - Free Report) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Retail-Wholesale sector should help us answer this question.

Burlington Stores is a member of our Retail-Wholesale group, which includes 187 different companies and currently sits at #12 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.

The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Burlington Stores is currently sporting a Zacks Rank of #2 (Buy).

The Zacks Consensus Estimate for BURL's full-year earnings has moved 3.9% higher within the past quarter. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.

Based on the most recent data, BURL has returned 8.4% so far this year. At the same time, Retail-Wholesale stocks have gained an average of 0%. This means that Burlington Stores is outperforming the sector as a whole this year.

Another stock in the Retail-Wholesale sector, Casey's General Stores (CASY - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 44.3%.

Over the past three months, Casey's General Stores' consensus EPS estimate for the current year has increased 4.9%. The stock currently has a Zacks Rank #1 (Strong Buy).

Looking more specifically, Burlington Stores belongs to the Retail - Discount Stores industry, which includes 7 individual stocks and currently sits at #39 in the Zacks Industry Rank. On average, this group has gained an average of 9.4% so far this year, meaning that BURL is slightly underperforming its industry in terms of year-to-date returns.

In contrast, Casey's General Stores falls under the Retail - Convenience Stores industry. Currently, this industry has 2 stocks and is ranked #28. Since the beginning of the year, the industry has moved +42.9%.

Burlington Stores and Casey's General Stores could continue their solid performance, so investors interested in Retail-Wholesale stocks should continue to pay close attention to these stocks.

Key Takeaways Guidewire benefits from insurers shifting to cloud-based core systems and recurring revenue growth.GWRE ended Q3 fiscal 2026 with ARR of $1.147B, up more than 19%, and kept ARR guidance intact.Subscription and support revenue rose 34.6%, helping lift margins and non-GAAP operating income. Guidewire Software, Inc. (GWRE - Free Report) is benefiting from insurers’ shift to cloud-based core systems, with recurring revenue growth and better profitability supporting the investment case.

The stock’s setup is still balanced. Large-deal timing, services mix, rising costs and the need to scale newer AI products without adding complexity remain key offsets.

Why GWRE Still Centers on Cloud ConversionGuidewire serves property and casualty insurers with software for core operations, digital engagement, analytics, machine learning and AI. Its main cloud offerings include InsuranceSuite Cloud and InsuranceNow, both central to insurer modernization projects.

Cloud migration remains the main growth engine. In third-quarter fiscal 2026, Guidewire closed 11 cloud deals, including two net-new core system wins. Wins included a seven-year extension and DWP expansion with Auto Club of Southern California, a strategic net-new win with Bradesco Seguros in Brazil and selections by insurers in the United Kingdom and the United States.

SAP SE (SAP - Free Report) is relevant to this discussion because SAP offers insurance software solutions for data-driven decisions, AI and compliance needs. Salesforce, Inc. (CRM - Free Report) also fits the broader software context through its financial-services software and CRM offerings for customer engagement

How Guidewire Is Turning ARR Into VisibilityAnnual recurring revenue remains one of the clearest measures of Guidewire’s cloud transition. ARR ended the third quarter at $1.147 billion, up more than 19% year over year.

Management maintained fiscal 2026 ARR guidance of $1.229-$1.237 billion, implying 18%-19% year-over-year growth. Fully ramped ARR continued to grow faster than reported ARR, giving investors a better view of contract value that has not yet fully flowed into reported ARR.

Where GWRE Is Finding Margin ImprovementSubscription and support revenue is now doing more of the heavy lifting. In the fiscal third quarter, subscription and support revenues rose 34.6% year over year to $244.7 million, representing 65.7% of total revenues.

Image Source: Zacks Investment Research

Profitability is improving with scale. Non-GAAP subscription and support gross margin increased to 74% from 71% a year earlier, while overall non-GAAP gross margin expanded to 66.4% from 65.5%. Non-GAAP operating income rose to $77.8 million from $46.1 million in the year-ago quarter.

What Guidewire Must Prove on New ProductsProNavigator and PricingCenter are becoming the next layer of the story. Guidewire completed five ProNavigator deals in the third quarter as insurers looked to add AI-driven knowledge and workflow automation to insurance operations.

PricingCenter also gained traction, with three wins, including insurers in Sweden and Poland and the first U.S. win at Oklahoma Farm Bureau. These products can deepen customer relationships beyond core systems, but Guidewire still must scale them without adding delivery complexity or weakening economics.

How Zacks Signals Fit GWRE’s Balanced SetupThe bottom line on GWRE is that the company is executing well where investors need it most: cloud adoption, ARR expansion and margin improvement. At the same time, the stock’s outlook is not without friction, as large cloud deals can shift between quarters and newer offerings such as ProNavigator and PricingCenter still need to scale efficiently.

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

GWRE has a Value Score of F, Growth Score of B, Momentum Score of F and VGM Score of D. The Growth Score reflects the company’s improving revenue profile, while weaker value and momentum marks suggest investors may want to watch execution, valuation and deal timing closely before taking a more aggressive stance.

For now, Guidewire’s cloud transition remains the core reason to stay engaged with the story. The next test is whether the company can convert its expanding platform, AI tools and pricing products into durable ARR growth without sacrificing the margin progress that has made the investment case more credible.

Viking Therapeutics (VKTX 0.32%) stock rose by 19.2% in June, according to data from S&P Global Market Intelligence. The move comes as optimism rises over the company's pipeline development program, notably in weight-loss drugs, and the initiation of a Phase 1 study in a new class of weight-loss drugs that offers a different mechanism from the current GLP-1/GIP class.

Viking Therapeutics and VK2735 Speaking of GLP-1/GIP class drugs, Viking's lead drug candidate, VK2735, is a GLP-1/GIP agonist. It's part of a crowded field that includes blockbuster weight loss drugs from Eli Lilly (LLY +1.35%) and Novo Nordisk (NVO +3.29%).

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That said, VK2735 does have some distinguishing characteristics that mark it out from rivals. As previously discussed, VK2735 has demonstrated a steeper rate of weight loss in the treated groups in Phase 2 clinical trials for both oral and injectable formulations. The hope is that Viking will demonstrate similar efficacy with no safety or tolerability issues in the ongoing Phase 3 trial for injectable VK2735, as well as in the Phase 3 trial for oral VK2735, which is due to start later this year. Investors will probably have to wait until 2027 and 2028, respectively, for the results of those trials.

The second major plus about VK2735 is that it's being developed as a dual-formulation therapy, with the potential for an initial injectable dose to achieve rapid weight loss, followed by an orally administered maintenance dose. In fact, Viking has an ongoing Phase 1 maintenance trial with initial results (for the 19-week injectable dose) due in the third quarter, followed by results for the oral maintenance dose, set for early 2027.

Investor optimism over these trials grew in June.

Image source: Getty Images.

Viking Therapeutics and VK3019 In addition, the company announced the initiation of a Phase 1 study of VK3019, an investigational dual amylin and calcitonin receptor agonist (DACRA). It represents a new class of drug with a different mechanism, and the trial is proof positive that Viking has more in its arsenal of weight-loss drugs than VK2735.

Where next for Viking Therapeutics History is littered with pharmaceutical companies that rode a wave of optimism only to disappoint investors, and that may happen again with Viking. That said, VK2735 clearly has a lot of potential, not least as an efficacious dual-formulation strategy, and if Phase 1 maintenance trial results are positive, investors will be more willing to price that potential in. Something for investors to hope for in 2026.

Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Eli Lilly and Novo Nordisk. The Motley Fool recommends Viking Therapeutics. The Motley Fool has a disclosure policy.

The Consumer Products-Discretionary industry is navigating a mixed operating environment, with resilient consumer demand tempered by persistent macroeconomic uncertainty. Inflationary pressures have eased from their recent peaks, and consumer confidence has shown signs of stabilization. Still, households remain selective in their spending as elevated living costs, an uneven labor market and lingering interest-rate pressures continue to influence purchasing decisions. While higher-income consumers have largely remained resilient, lower and middle-income households are prioritizing value, leading to a bifurcated spending environment across discretionary categories.

Against this backdrop, companies are relying less on broad-based demand and more on execution to drive growth. Investments in omnichannel capabilities, AI-powered personalization, retail media, loyalty programs and supply-chain efficiencies are taking precedence. At the same time, companies continue to contend with promotional competition, tariffs and cautious inventory management, making pricing discipline and operational efficiency critical to protecting margins. As consumers gravitate toward brands that offer compelling value and convenience, industry players with strong digital ecosystems, diversified sourcing strategies and disciplined cost structures remain better positioned to outperform the broader consumer discretionary industry.

Central Garden & Pet Company (CENT - Free Report) , Alto Ingredients, Inc. (ALTO - Free Report) , Lifetime Brands, Inc. (LCUT - Free Report) and ACCO Brands Corporation (ACCO - Free Report) stand out as strong contenders in this evolving marketplace.

About the Industry The Consumer Products-Discretionary industry has a direct correlation with the economy, making it cyclical. Discretionary products command high prices, with middle-to-higher-income groups being the targeted customers. The industry comprises companies that offer product categories, including fashion, jewelry and watches, and other home and art products. Quite a few players develop, manufacture, market and sell over-the-counter health and personal care products. Some even manufacture and distribute party goods. Some companies design, source and distribute licensed pop culture products, too. Some industry participants also produce and distribute various products for the lawn and garden and pet supplies markets. Companies sell products to specialty retailers, mass-market retailers and e-commerce sites. 

4 Key Trends to Watch in the Industry Consumers Remain Selective as Value Becomes the Primary Driver: Consumer spending remains resilient but selective as households continue to balance discretionary purchases against higher living costs, elevated borrowing expenses and lingering economic uncertainty. While easing inflation has provided some relief, shoppers remain value-conscious and are prioritizing essential and experience-led purchases. Promotional activity remains elevated across many retail categories, compelling companies to compete through sharper pricing, exclusive assortments and loyalty programs. Companies that successfully combine compelling value with differentiated merchandise and strong brand positioning are expected to be better placed to sustain demand.

Digital Innovation and AI Continue to Reshape Industry: Industry participants are accelerating investments in digital capabilities to improve customer engagement, operational efficiency and profitability. Artificial intelligence is increasingly being deployed across merchandising, pricing, inventory planning, customer service and personalized marketing, helping companies make faster and more informed decisions. Omnichannel strategies remain central to growth as consumers expect seamless shopping experiences across stores, websites and mobile platforms. Faster fulfillment, enhanced convenience and data-driven personalization are becoming key competitive advantages, allowing leading companies to strengthen customer loyalty while improving productivity and long-term margin potential.

Margin Expansion Depends on Operational Discipline: Although supply-chain disruptions have largely eased, industry players continue to face pressure from labor costs, tariffs, transportation expenses and ongoing technology investments. As a result, margin expansion will depend less on pricing and more on disciplined execution. Companies are focusing on inventory optimization, sourcing diversification, automation and expense control to improve profitability while limiting markdowns. Industry participants that maintain healthy inventory levels, strengthen supply-chain flexibility and preserve pricing discipline are likely to navigate cost pressures more effectively and deliver stronger earnings quality despite a challenging operating environment.

Brand Innovation to Fuel Growth: Consumer preferences continue to shift toward wellness, beauty, athleticwear and experience-driven spending, creating growth opportunities across select discretionary categories. At the same time, shoppers remain selective, with stronger demand concentrated among brands that offer clear value, innovation or premium differentiation. Companies with differentiated product portfolios, compelling merchandising and strong brand equity are expected to capture a larger share of consumer spending. Continued investments in customer experience and international expansion should further support long-term growth.

Zacks Industry Rank Indicates Bright Prospects The Zacks Consumer Products-Discretionary industry is a group within the broader Consumer Discretionary sector. The industry currently carries a Zacks Industry Rank #91, which places it in the top 37% of more than 250 Zacks industries.

The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates encouraging near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. The industry’s position in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate.

Looking at the aggregate earnings estimate revisions, it appears that analysts are gaining confidence in this group’s earnings growth potential. Since the beginning of 2026, the industry’s earnings estimate has risen 5.3%.

Before we present a few stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock-market performance and valuation picture.

Industry Versus Broader Market The Zacks Consumer Products-Discretionary industry has outperformed the broader Zacks Consumer Discretionary sector but underperformed the Zacks S&P 500 composite over the past year.

The industry has advanced 4.5% over this period compared with the S&P 500’s rise of 22.8%. Meanwhile, the broader sector has fallen 16%.

One-Year Price Performance

Industry's Current Valuation Based on the forward 12-month price-to-sales (P/S), which is commonly used for valuing consumer discretionary stocks, the industry is currently trading at 3.16X compared with the S&P 500’s 5.05X and the sector’s 2.30X.

Over the last five years, the industry has traded as high as 14.10X and as low as 2.35X, with the median being at 3.00X, as the chart below shows.

Price-to-Sales Ratio (Past 5 Years)
  4 Stocks to Watch Central Garden & Pet Company: Central Garden & Pet continues to strengthen its competitive position through a balanced portfolio of leading pet and garden brands, disciplined execution and a growing focus on innovation. The company is streamlining operations, enhancing distribution capabilities and investing in new products, digital initiatives and targeted acquisitions to drive sustainable, profitable growth. Supported by a resilient operating model, healthy customer relationships and a strong balance sheet, CENT remains well-positioned to capitalize on evolving consumer preferences and market opportunities. Its continued emphasis on operational excellence, strategic investments and portfolio optimization should support sustained long-term success.

The Zacks Consensus Estimate for Central Garden & Pet Company’s current financial-year EPS suggests growth of 5.9% from the year-ago period. CENT delivered a trailing four-quarter earnings surprise of 45.4%, on average. Shares of this Zacks Rank #1 (Strong Buy) company have advanced 20.5% over the past year. You can see the complete list of today’s Zacks #1 Rank stocks here.

Price and Consensus: CENT

Alto Ingredients: Alto Ingredients is strengthening its long-term growth profile through a more diversified operating model, a disciplined cost structure and a growing focus on higher-value product streams. The company is investing in optimization projects, production efficiency, logistics infrastructure and carbon reduction initiatives while expanding opportunities tied to renewable fuels, biogenic CO2 and low-carbon incentives. Supported by operational improvements, strong capital discipline and a flexible asset base, Alto is well-positioned to capitalize on favorable industry trends and evolving market demand. Its continued emphasis on innovation, value-added products and strategic execution should reinforce its foundation for sustainable long-term growth.

This leading producer of specialty alcohols, renewable fuels and essential ingredients delivered a trailing four-quarter earnings surprise of 361.5%, on average. The Zacks Consensus Estimate for Alto Ingredients’ current financial-year sales and EPS calls for growth of 8.6% and 671.4%, respectively, from the year-ago period. Shares of this Zacks Rank #1 company have soared 348.4% over the past year.

Price and Consensus: ALTO

Lifetime Brands: Lifetime Brands continues to strengthen its market position through a portfolio of well-known kitchenware and home products brands, supported by disciplined pricing, operational efficiency and a steady pipeline of new product innovation. The company is benefiting from strong momentum in key categories, expanding brand partnerships, improving international operations and strategic investments in its distribution network, positioning it for enhanced profitability and growth. With a more diversified sourcing strategy, disciplined cost management and a healthy pipeline of acquisition opportunities, Lifetime is well equipped to navigate an evolving retail environment. Its continued focus on innovation, execution and operational excellence positions the company for sustained long-term success.

This global designer, developer and marketer of branded kitchenware, tableware and home solutions has a trailing four-quarter earnings surprise of 50%, on average. The Zacks Consensus Estimate for Lifetime Brands’ current financial-year sales suggests growth of 3.6% from the year-ago period. Shares of this Zacks Rank #1 company have rallied 57.7% over the past year.

Price and Consensus: LCUT

ACCO Brands: ACCO Brands is strengthening its long-term growth profile by expanding its presence in faster-growing technology peripherals while leveraging its portfolio of trusted workplace, gaming and computer accessory brands. The company is executing on strategic initiatives, including the integration of EPOS, new product innovation, cost optimization and footprint improvements, to enhance operational efficiency and support profitable growth. Supported by disciplined cost management, a diversified global footprint and a healthy product pipeline, ACCO is well-positioned to capitalize on evolving market opportunities and strengthen its competitive position. Its continued focus on innovation, strategic execution and portfolio transformation should support sustainable long-term growth and shareholder value creation.

The Zacks Consensus Estimate for ACCO Brands’ current financial-year sales and EPS suggests growth of 2.1% and 3.6%, respectively, from the year-ago period. ACCO delivered a trailing four-quarter earnings surprise of 33%, on average. Shares of this Zacks Rank #2 (Buy) company have risen 5.3% over the past year.

Price and Consensus: ACCO

Key Takeaways Oklo received DOE approval for its DSA, advancing Groves into the final startup review phase.It targets July 2026 for the first criticality after readiness review, fuel loading and startup authorization.Oklo says Groves will support U.S. isotope production for medicine, research, manufacturing and security. Oklo Inc. (OKLO - Free Report) has achieved a major milestone in the development of its Groves Isotope Test Reactor after receiving approval for its Documented Safety Analysis (DSA) from the U.S. Department of Energy (DOE). The approval, granted under the DOE's Reactor Pilot Program, moves the Texas-based project one step closer to operational authorization and highlights the growing momentum behind advanced nuclear technology in the United States.

The achievement reinforces Oklo's strategy of accelerating commercial nuclear deployment while supporting a more resilient domestic supply of critical medical and industrial isotopes.

DOE Safety Approval Moves Groves Into Final Startup PhaseThe DOE's approval of the DSA marks the completion of the reactor's final safety documentation process. The DSA provides a comprehensive technical assessment of potential hazards, required safety controls and operational procedures needed to ensure safe reactor startup.

This follows the earlier approval of the Preliminary Documented Safety Analysis, which established the project's initial safety basis during the design and construction stages.

With both approvals now secured, the Groves reactor enters the DOE's final pre-startup review, which includes a readiness review and startup authorization. Once approved, the facility will be permitted to receive and load nuclear fuel, conduct startup testing and advance toward first criticality — the point at which the reactor achieves a controlled, self-sustaining nuclear chain reaction.

Oklo is targeting July 2026 for its first criticality.

A First for Commercial Advanced Nuclear ProjectsAccording to Oklo’s co-founder and CEO, the project represents a significant milestone for the advanced nuclear industry.

Groves is the first advanced reactor project to receive DSA approval while being located on privately owned land and relying entirely on commercially sourced fuel, equipment and systems supplied by the private sector. Construction and planned operations have also been led by a private-sector team under DOE oversight, making the facility representative of future commercial reactors that Oklo intends to build and operate.

The company also noted that the project demonstrates how advanced reactors can move from construction to deployment on a commercial timeline while maintaining rigorous safety standards.

Supporting Domestic Isotope ProductionBeyond reactor development, the Groves facility plays a strategic role in expanding Oklo's isotope business.

The reactor is expected to strengthen domestic production of critical isotopes used across several sectors, including cancer diagnosis and treatment, advanced manufacturing, scientific research, space exploration and national security.

Many of these isotopes are currently imported or produced at aging facilities, creating supply chain vulnerabilities for hospitals, research institutions and government agencies across the United States.

By launching operations through a pilot facility, Oklo aims to validate production processes, optimize reactor performance and establish reliable commercial-scale isotope production within the country.

Oklo Continues to Build MomentumThe DOE approval comes shortly after Oklo announced its acquisition of Creative Engineers Inc., a company specializing in alkali metal engineering for the nuclear industry. Although financial details of the acquisition were not disclosed, the move further strengthens Oklo's technical capabilities as it advances its next generation of nuclear technologies.

With regulatory progress accelerating, strategic acquisitions expanding its expertise and the Groves reactor approaching startup, Oklo continues to position itself as a leading developer of advanced nuclear solutions while helping build a more secure domestic isotope supply chain.

OKLO’s Zacks Rank & Key PicksOklo is an advanced nuclear energy company focused on developing, owning and operating small nuclear power plants under its Aurora product line. Currently, OKLO has a Zacks Rank #3 (Hold).

Investors interested in the nuclear energy sector may consider some top-ranked stocks like GE Vernova Inc. (GEV - Free Report) , NextEra Energy, Inc. (NEE - Free Report) and The Southern Company (SO - Free Report) — each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

GE Vernova is an energy company that includes Power, Wind and Electrification segments and is supported by its accelerator businesses of Advanced Research, Consulting Services and Financial Services. The Zacks Consensus Estimate for GEV’s 2026 earnings indicates 73.2% year-over-year growth.

Juno Beach, FL-based NextEra Energy is a public utility holding company engaged in the generation, transmission, distribution and sale of electric energy. The Zacks Consensus Estimate for NEE’s 2026 earnings indicates 8.1% year-over-year growth.

Atlanta, GA-based Southern Company is one of the largest utilities in the United States. The company deals with the generation, transmission and distribution of electricity. The Zacks Consensus Estimate for SO’s 2026 earnings indicates 6.5% year-over-year growth.

European regulatory actions are beginning to reshape parts of the buy now, pay later (BNPL) sector, potentially shifting the capital trajectory of financial technology players. A historic antitrust verdict could redefine the balance sheet potential of one of the most heavily debated growth assets on the market, penalizing a digital search monopoly while also providing an aggressive competitor with a lucrative, non-dilutive financial runway.

When the Swedish Patent and Market Court dropped a $1.97 billion damages penalty on Alphabet Inc. NASDAQ: GOOGL this week, global headlines immediately focused on the escalating regulatory pressures facing tech monopolies. The Swedish court ruled that Alphabet systematically abused its dominant position in search to favor proprietary shopping tools over independent price-comparison platforms. While this sets a distinct legal precedent for Big Tech monopolies, the actionable story for retail investors is not about the loser in the courtroom.

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Weighing the Impact on Klarna's LedgerKlarna Group Today

$19.72 0.00 (-0.01%)

As of 07/2/2026 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$12.06▼

$57.20Price Target$32.12

The true narrative centers on the victor, Klarna Group NYSE: KLAR, and how an unexpected influx of capital could reshape its balance sheet and accelerate its path to profitability. To understand the magnitude of this event, investors must look past the legal jargon and evaluate the raw numbers.

Klarna's PriceRunner subsidiary successfully proved its case against Alphabet, resulting in the largest competition damages award in Swedish history. More importantly for shareholders, that $1.97 billion judgment represents roughly 25% of Klarna's total market capitalization of $7.37 billion. This legal windfall provides a critical anchor for a stock navigating a turbulent post-IPO environment.

The $1.97B Injection Klarna Desperately NeedsTo accurately price this catalyst, investors must position the cash award relative to Klarna's current financial realities. Klarna went public in a highly anticipated September 2025 initial public offering, but shares have struggled to maintain momentum.

Klarna's stock price has remained down approximately 30% since the start of the year, trading near $20. A major factor driving that downward pressure was the expiration of Klarna's post-IPO lock-up period on March 9, 2026, which abruptly opened approximately 335 million pre-IPO shares to potential institutional liquidation.

Despite the sluggish chart performance, the underlying business is executing at an exceptional level. In its most recent quarter, Klarna delivered top-line revenue of $3.51 billion on an annualized basis, reflecting a 42.7% year-over-year growth. Klarna also reported an earnings-per-share loss of 1 cent, beating the consensus estimate of a 13-cent loss.

Klarna remains an unprofitable enterprise in its current growth phase. Trailing 12-month net margins sit at -5.21%, translating to a net income loss of $294 million. When an operation runs with negative margins and a lofty forward price-to-earnings ratio of nearly 500, access to cheap capital is critical. A $1.97 billion non-dilutive capital injection is the ultimate fundamental stabilizer. It provides Klarna with the financial runway it needs to fund its aggressive expansion without tapping high-interest debt markets or issuing new equity that would dilute existing shareholders.

Klarna Group plc (KLAR) Price Chart for Friday, July, 3, 2026

Defending the Title Through the Appeals ProcessWhile a headline figure of nearly two billion dollars is enough to send shares up 6% in a single session, pragmatic investors must discount that gross figure before modeling it into future cash flows.

Alphabet operates with a deeply entrenched legal defense infrastructure and has already signaled its intent to appeal the Swedish court's decision. This introduces immediate appellate friction, meaning the capital will not hit Klarna's balance sheet this quarter or likely even this year. The timing of the liquidity event remains highly uncertain, and markets despise uncertainty.

The net payout will be significantly smaller than the gross award. Klarna acquired PriceRunner in 2022, and the structure of that acquisition, combined with the immense costs of a multi-year antitrust lawsuit, guarantees the final judgment could be reduced.

Litigation funders, legal teams, and former PriceRunner stakeholders will all take their contractual percentages. What remains will then be subject to applicable corporate taxation. The net cash position Klarna eventually secures will still be highly impactful, but anchoring a valuation model to the raw $1.97 billion figure is a fast track to mispricing the equity.

Alphabet's Stock Barely ReactedLooking at the other side of the courtroom reveals an entirely different market reality. Alphabet shares remained largely insulated by the headline, trading modestly higher during the July 1 session. Alphabet's short interest currently sits at an immaterial 0.84% of the public float, representing roughly 89.84 million shares. Institutional bears are not leveraging European antitrust headwinds as a short thesis, proving the broader market prices the penalty as an operational expense rather than a structural valuation threat.

Alphabet is experiencing consistent insider selling, with executives like Sundar Pichai and John Kent Walker offloading millions of shares, but this distribution is tied to valuation highs and capital structuring, not regional litigation fears. The market is currently digesting Alphabet's recently announced $80 billion equity financing plan designed to fund $36 billion in artificial intelligence (AI) infrastructure expansions. That dilution risk is the primary downward pressure on Alphabet, not the Swedish penalty.

Assuming the legal victory holds through the appeals process, Klarna will aggressively deploy its new capital to compete in that same artificial intelligence arena. Klarna is repositioning itself from a simple checkout button to a comprehensive, AI-driven commerce destination.

The PriceRunner architecture is already embedded across 13 distinct geographic markets, allowing Klarna to offer consumer price comparisons directly within its proprietary app. By vertically integrating search, product discovery, and flexible payments into a single ecosystem, Klarna aims to capture consumer intent before they ever reach a traditional search engine.

For institutional backers like SoftBank Group and Silver Lake, this legal victory validates the strategic foresight behind the 2022 PriceRunner acquisition.

Placing Bets After the Final BellThe Swedish antitrust ruling creates a distinct structural catalyst for Klarna, temporarily overriding broader macroeconomic concerns regarding consumer spending. The fundamental reality is that Klarna is growing revenue at a 42.7% clip, beating earnings estimates, and now has a historic legal judgment serving as a long-term financial backstop.

Investors looking for high-beta exposure to the evolving digital payments landscape might want to add Klarna Group to their watchlist as the market digests the long-term balance sheet implications of this courtroom knockout.

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Following its spinoff from Western Digital last February, Sandisk (SNDK 14.00%) has delivered one of the most extreme stock performances in recent memory. Sandisk stock initially hit the Nasdaq at roughly $38 per share as an independent company. Yet over the last year and a half, shares have surged more than 6,000%.

This explosive rise has been fueled by strong demand for flash memory in artificial intelligence (AI) and data center applications. With Sandisk stock trading at more than $2,200 per share, smart investors are naturally wondering whether the company might soon pursue a stock split to manage the elevated share price.

Image source: The Motley Fool.

Looking at the mechanics of stock splits A stock split occurs when a company increases the number of its outstanding shares while proportionally reducing the price per share, leaving the overall market capitalization unchanged. In a 2-for-1 split, each existing share is replaced by two new shares, and the price is cut in half.

Investors receive the additional shares automatically through their brokerage accounts on the effective date. The stock split process is purely mechanical and does not alter a company's underlying business model, earnings profile, or ownership structure.

Image source: Getty Images.

Why do companies implement stock splits? One of the biggest reasons a company pursues a stock split is to enhance accessibility and liquidity. A high share price like Sandisk's can psychologically deter retail investors, as they tend to feel uncomfortable purchasing shares costing thousands of dollars each. By lowering the per-share price in terms of absolute dollars, splits help broaden a company's investor base. In turn, this increases trading volume and improves the stock's visibility among smaller investors.

In addition, stock splits can signal management's confidence in the company's growth trajectory. In other words, announcing a split after a sharp, prolonged run-up can be interpreted as a positive sign that management expects the higher share count to be absorbed.

Is Sandisk a good stock split candidate? At more than $2,000 per share, Sandisk's stock sits above the range most retail investors comfortably buy. A split would bring Sandisk's price into the low hundreds, which is a psychologically friendlier level that could draw additional buyers. Given the company's trajectory and its emerging role in AI infrastructure, rising participation from retail investors might help sustain Sandisk's momentum and reduce its reliance on a concentrated base of institutional portfolios.

Today's Change

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Operationally, however, Sandisk won't gain anything meaningful from a stock split. A split doesn't change the company's manufacturing capacity, technology roadmap, customer contracts, or its cost structure.

Rather, it is a financial engineering exercise that brings modest administrative and legal expenses without improving competitive dynamics. The main benefit of stock splits revolves around behavioral finance and distribution: Making the stock appear more approachable expands the shareholder base and potentially supports a higher valuation multiple over the long term.

With the share price already having multiplied dramatically since its February 2025 listing, a split could be constructive for Sandisk, helping it maintain high trading engagement without incurring any material downside. Ultimately, whether a split makes sense will depend on management's priorities.

Yet when we look at other high-growth companies, they've all opted for stock splits when their stock prices went above a certain threshold. Amazon and Nvidia are prime examples of this. 

But also keep also in mind that a stock split does not change Sandisk's valuation or growth trajectory; investors should consider building a position in the AI leader over a long-term horizon rather than waiting for a better entry price.

In the first days after the initial public offering (IPO), SpaceX (NASDAQ: SPCX) stock appeared like an instant winner as it soared 67% from the original $135 price, 50% from the June 12 open at $150, and 38.47% from the day’s close at $162.95.

Despite the initial SPCX shares’ performance that appeared to fly as high as SpaceX rockets, the equity reversed just as rapidly after hitting the all-time high (ATH) of $225.64 on June 16 and even, in subsequent weeks, briefly fell below the day-one range.

On July 2, Elon Musk’s newer public company closed at $162, while the SpaceX stock price today stood at $160.95 by press time on July 3 following a 0.65% extended-session drop.

SpaceX stock price chart. Source: Google Still, while the gains would have significantly diminished relative to mid-June, a $5,000 investment made at the SpaceX IPO share price of $135 would have grown to a $6,000 position for $1,000 in profits by the Thursday evening bell.

Making a purchase of the same size on the morning of June 12 would have led to somewhat smaller $400 gains and holdings worth $5,400.

However, buying shares of SPCX on the evening of the IPO day would have yielded a $29 unrealized loss as the investment dropped to $4,971. Traders unfortunate enough to buy $5,000 worth of SpaceX stock close to the ATH would have lost $1,410.

Looking ahead, the future of SpaceX appears significantly more uncertain at the beginning of July, even in the short term, than it did as recently as the June 12 SPCX IPO.

SpaceX stock price prediction for the next 12 months For example, the top-level view provided by rating aggregators such as TipRanks shows that Wall Street experts lack the confidence needed for a “Strong Buy’ average rating. 

Indeed, out of the nine recommendations showcased on the platform, one views shares of SPCX as a ‘Sell,’ and there is an equal split between ‘Buy’ and ‘Hold’ ratings. Still, the balance is slightly skewed toward bullish, with the average 12-month price target showing an expected 30.16% rally to $210.86, suggesting Wall Street still sees upside for the SpaceX share price.

Shares SpaceX chart for next 12 months by Wall Street. Source: TipRanks Moving beyond the aggregator platforms, the former hedge fund manager and TV host Jim Cramer is, based on his comments, positive toward SpaceX stock despite being skeptical about the speed of the initial rally.

On the other end of the spectrum, Morningstar published a report around the time of the SpaceX IPO in which it explained its most likely scenario would see Elon Musk’s rocket, internet, and artificial intelligence (AI) company effectively halve in value.

The AI side of the equation itself presents potential headwinds. While SpaceX’s agreements to rent out capacity to Anthropic and Alphabet (NASDAQ: GOOGL) were seen as both transformative and positive for the firm’s revenue, they came with an implication that xAI’s own models were not popular enough to fully occupy Colossus 1 and Colossus 2.

While the supply and demand side of the business model went relatively underdiscussed, reports that Meta Platforms (NASDAQ: META) is considering a similar approach brought the question of the actual need for data centers – and implications for chipmakers and similar hardware giants – into investors’ consciousness. 

Indeed, by press time on July 3, it would appear that the fears regarding SpaceX’s fundamentals and the destabilization of the AI boom narrative have proven sufficient to severely limit the expected upside from the SPCX stock’s inclusion in the Nasdaq-100, scheduled for July 7.

Nonetheless, the resulting index fund automatic buying activity is still likely to trigger at least a short-term rally before insiders gain and then slowly increase their ability to sell their SpaceX stakes.

Featured image via Shutterstock

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President Donald Trump spoke about his and Elon Musk's public falling-out. Kevin Dietsch/Getty Images President Donald Trump said he thinks Elon Musk will donate SpaceX stock to Trump Accounts, the US government's savings program for children.

In an interview with CNBC that aired Thursday, Trump said he hadn't spoken with Musk directly since he briefly became the world's first trillionaire following SpaceX's record-breaking IPO.

"I wrote him a note, I said congratulations," Trump said.

Asked directly whether Musk might donate SpaceX stock to Trump Accounts, the president said: "Well, I think that he will do that."

While SpaceX's stock has been volatile since its $85 billion IPO last month, it remains one of the world's most valuable companies. Should Trump's expectations materialize, it would join a growing list of corporate contributions flowing into Trump Accounts.

Trump Accounts, created under last year's Republican tax and spending law, are tax-advantaged investment accounts seeded with $1,000 from the Treasury for every American child born between January 1, 2025, and December 31, 2028. The money will be invested in low-fee US equity index funds and converted into a retirement-style account when the child turns 18.

In his CNBC interview, Trump singled out Michael Dell, whom he called a "fantastic guy," for a $6.25 billion donation to the program, as well as a pledge from Micron. "That's a tremendous amount, I don't care how rich you are," Trump said.

Companies such as Uber, Comcast, and Wells Fargo have also confirmed they will contribute to employees' children's accounts. Employers like BlackRock, Intel, and JPMorgan Chase have said they will match the government's $1,000 deposit.

SpaceX did not immediately respond to a Business Insider request for comment.

Trump said his relationship with Musk remains strong, describing their past falling-out as a "little dispute" rooted in his decision to remove subsidies and mandates for electric vehicles. Prior to that, Musk backed Trump's presidential campaign and later spearheaded an initiative to cut government spending.

"He backed me 100%. He liked me, still likes me," Trump told CNBC, adding that Musk was "not thrilled" when Trump followed through on his campaign pledge to reduce incentives for electric vehicles.

"I can understand it, but he's doing good," Trump said.

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Georgia Hennessy You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Georgia is a fellow at Business Insider's London office.Before joining Business Insider, she worked at Japan's largest newspaper, The Yomiuri Shimbun, and interned at the Financial Times. She is an NCTJ-qualified journalist with a degree in Philosophy from the University of Birmingham. You can contact her via email at [email protected]

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It’s getting tougher to reach for yields within the telecom sector, especially when you have a company like Space Exploration Technologies (NASDAQ:SPCX) out there with its disruptive satellite connectivity business, Starlink, which might just be the cash cow the firm needs to fuel its other, more ambitious voyages. In its current state, it feels like Starlink is mostly seen as connecting rural homes rather than urban environments.

However, that could change with time as the technology becomes better at beaming data from space to devices and through walls. Of course, those big cell towers aren’t going anywhere anytime soon, as they just get the job done better. But the big question on the minds of investors is how long before Starlink can become more of a direct-to-consumer kind of mobile service provider.

With SpaceX also reported to show off a device, something that Elon Musk himself was quick to deny, questions linger about what direction Starlink is headed next, and whether it has what it takes to disrupt a very profitable corner of the market.

Though I don’t know what to make of the AI device prototype rumors and reports that have been floating around this week, I do think that I would be just a bit concerned if I were a shareholder in a hard-hit telecom company right now.

Could satellites reduce or eliminate the need for cell towers? I wouldn’t rule it out. While it feels far-fetched to think satellites will disrupt cell towers, I certainly wouldn’t ignore the longer-term potential behind any sort of Starlink Mobile kind of service. It’s not just satellites and the technology behind them that stand to improve drastically over time, but the chips within smartphones and other devices also stand to get better on the receiver side.

Indeed, Apple‘s (NASDAQ:AAPL | AAPL Price Prediction) upcoming iPhone 18 Pro model is rumored to feature the in-house C2 chip, which could change the way we think about satellite connectivity. As the new chip enables devices to browse the web using satellite connectivity, perhaps it’s only natural to question where the technology could go next. We’ve come a long way since the days when satellite connectivity was just a nice-to-have for smartphone users who got stuck in the wild and were in need of help.

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While Elon Musk has been known to be quite ambitious, I do think that the telecom business is about to become a whole lot more competitive, especially as Starlink looks to challenge the dominance of telecom incumbents that might not have what it takes to compete if we do reach a phase where cell towers just aren’t needed anymore. We hear about how nobody wants an AI data center in their backyard, but what about those unsightly cell towers?

Arguably, SpaceX is closer to eliminating the need for such terrestrial cell towers before data centers. While there are challenges that exist that could prevent direct-to-device connectivity that’s on the level of a cell tower, I certainly wouldn’t want to bet against SpaceX and Elon Musk as they’re serious about taking Starlink to the next level. As it turns out, there’s more than just dreams when it comes to the space economy.

Starlink’s disruptive threat is real In my view, the threat of Starlink bypassing traditional carriers is real. As to whether SpaceX will decide to go down the phone route as well or open up the low-Earth orbit (LEO) constellation to phone makers prepared to pay remains the big question. I think the latter makes far more sense, especially since there are more urgent projects for SpaceX to spend money on.

Most notably, AI and space-related endeavors. Will Elon Musk change his mind with an AI phone at some point down the road? I have no idea. For now, one has to believe the man when he says that the report of such a device is “utterly false.” In my view, I don’t get why the firm would want to get into that business when there are more pressing matters to tackle.

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Contact [email protected] for any questions or corrections.

Apple (AAPL - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this maker of iPhones, iPads and other products have returned -0.8%, compared to the Zacks S&P 500 composite's -1.7% change. During this period, the Zacks Computer - Micro Computers industry, which Apple falls in, has lost 2.6%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

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

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

Apple is expected to post earnings of $1.88 per share for the current quarter, representing a year-over-year change of +19.8%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.1%.

For the current fiscal year, the consensus earnings estimate of $8.74 points to a change of +17.2% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $9.57 indicates a change of +9.5% from what Apple is expected to report a year ago. Over the past month, the estimate has changed +0.3%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Apple.

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

12 Month EPS

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

In the case of Apple, the consensus sales estimate of $108.71 billion for the current quarter points to a year-over-year change of +15.6%. The $478.03 billion and $517.51 billion estimates for the current and next fiscal years indicate changes of +14.9% and +8.3%, respectively.

Last Reported Results and Surprise HistoryApple reported revenues of $111.18 billion in the last reported quarter, representing a year-over-year change of +16.6%. EPS of $2.01 for the same period compares with $1.65 a year ago.

Compared to the Zacks Consensus Estimate of $109.48 billion, the reported revenues represent a surprise of +1.55%. The EPS surprise was +4.69%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

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

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

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

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

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Apple. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of META, NBIS, CRWV, GOOG, AMZN, MSFT 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.

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Tesla is launching the Model Y L in the US almost a year after it debuted in China. Tesla Tesla has given fans an early Fourth of July surprise.

The EV giant announced on Thursday that it has opened US orders for the Model Y L, a three-row version of its best-selling SUV, with prices starting at $61,990.

The premium EV has been on sale in China since last August, and a question mark has been hovering over its arrival on American shores ever since.

At the time, CEO Elon Musk said the Y L "might not ever" come to the US because driverless vehicles would soon make traditional transportation obsolete.

Musk's ambitious predictions have yet to come to pass, however, with Tesla so far only scaling to a few dozen unsupervised robotaxis in a handful of Texan cities.

Take a look at the Model Y L, which will be available in the US starting in October.

The Model Y L has been a mega-sales hit in China.

The Model Y L is an extended version of Tesla's best-selling Model Y. Tesla Tesla launched the Model Y L in China last year as it battled a wave of competition from local EV brands.

The luxury SUV quickly proved a major hit, with local media reporting that Tesla sold more than 120,000 units in its first month on sale.

The premium EV comes with three rows of heated seats.

The interior of Tesla's Model Y L. Tesla The first two rows of the Model Y L feature heated and ventilated seats, as well as touchscreens, while the third row offers power reclining and one-touch folding to quickly stow the seats.

The Model Y L has over 300 miles of range.

Model Y L deliveries are set to begin in October. Tesla Tesla says the Model Y L has 325 miles of range, compared to 321 miles for the base-level Model Y and 306 miles for the $57,490 Model Y Performance.

The 'Launch series' comes with a year of free supercharging and FSD.

Like all Teslas, the Model Y L comes with an AI assistant powered by SpaceX's Grok model. Tesla Model Y L deliveries are set to begin in October with a limited-edition run of "Launch Series" vehicles. These will come with special badging and luxury interior touches, as well as 12 months of free supercharging and Tesla's Full-Self Driving tech.

It's proof that Tesla isn't backing away from EVs completely.

The Y L comes with a reverse charging feature that allows owners to use the battery to power phones, fridges, and other appliances. Tesla The Model Y L launch will help fill the hole in Tesla's product lineup left by the Model S and X, which were discontinued earlier this year to free up factory space to build the company's Optimus humanoid robot.

It's also evidence that despite Musk's efforts to pivot the company toward AI and robotics, boosting EV sales still remains a key part of the master plan.

Tesla reported Thursday that it sold over 480,000 EVs in the second quarter, smashing Wall Street's expectations, but research firm Cox Automotive estimated that the brand's US sales fell 20% year-over-year in that period. The Model Y L could be key in turning that slump around.

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Tesla (NASDAQ:TSLA | TSLA Price Prediction) shares have staged a sharp rebound heading into the Q2 delivery release, and my proprietary model now pegs the stock right on top of fair value. Tesla closed at $425.30 on July 1, 2026, after a 13.25% rally over the past week.

My 24/7 Wall St. price target for Tesla is $436.34, implying 2.6% upside over the next 12 months. That is a hold, and my confidence is high.

24/7 Wall St. Price Target Summary Metric Value Current Price $425.30 24/7 Wall St. Price Target $436.34 Upside 2.6% Recommendation HOLD Confidence Level 90% A Rebound Into a Soft Delivery Report Tesla is down 5.43% year to date but up 41.43% over the past year, and shares sit 16% below the 52-week high of $498.83.

Bloomberg estimated Q2 deliveries at 396,466 units, up roughly 3% year over year, while BYD delivered 557,090 battery EVs in the same window. Regional data is bifurcated: Spain sales climbed 5.6% in June while Norway registrations fell 43%. Q1 was the offset, with revenue of $22.39 billion, non-GAAP EPS of $0.41, and automotive gross margin expanding to 21.1% from 16.2%.

Why Bulls See a Breakout Ahead The bull thesis rests on optionality that traditional multiples cannot capture. Cybercab entered pilot production at Gigafactory Texas, unsupervised Robotaxi rides launched in Dallas and Houston in April, and FSD active subscriptions grew 51% to 1.28 million.

Elon Musk this week confirmed the Fremont Model S/X line is being repurposed for Optimus, with 40 production lines planned targeting one million robots.

My bull-case scenario points to $491.33 in 12 months, a 15.53% return, and Polymarket traders assign an 83.5% probability that TSLA touches $435 in July.

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The Risks Worth Watching Valuation is the tightest constraint. The trailing P/E of 390 and forward P/E of 213 leave little margin for delivery disappointment, and Michael Burry disclosed a fresh short at $416.22. Energy storage revenue fell 12% year over year in Q1, opex grew 37%, and BYD is now out-shipping Tesla in pure EVs.

Bulls would counter that the opex surge reflects AI R&D and the CEO comp award, both of which should convert to Optimus and Robotaxi revenue in later years. My bear-case scenario sits at $378.53, or a -11% return.

Hold Into Deliveries, Reassess After My 24/7 Wall St. price target of $436.34 reflects a stock that has already run into fair value on automotive fundamentals, with AI and robotics optionality tempered by execution risk and multiple compression. Confidence is high at 90%.

I would get more constructive if Q2 deliveries surprise above the Polymarket 475,000 threshold or Optimus hits a firm production milestone. I would stay cautious if regulatory credits keep sliding and Robotaxi expansion slips past 1H 2026.

Looking further ahead, here is where our model projects Tesla could trade, extending the base-case trajectory from our five-year scenario.

Year 24/7 Wall St. Price Target 2026 $436 2027 $455 2028 $475 2029 $495 2030 $515 These projections assume Tesla executes on Cybercab, Optimus, and FSD monetization while defending automotive margin. Meaningful upside or downside could result from Robotaxi network economics, China FSD approval, or a sharper EV price war with BYD.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

KO hit a 52-week high as resilient demand, market share gains and strong execution fuel momentum, though its premium valuation remains stretched.

Amazon (AMZN +0.55%) certainly makes the short list of the best-performing stocks so far this century. Over the past two decades, shares have risen 12,350% (as of June 29). You would have over $1.2 million today if you made a hypothetical $10,000 investment in late June 2006.

The "Magnificent Seven" stock currently trades 13% off its peak, which can be viewed as an attractive entry point to acquire a disruptive enterprise with a strong position in online shopping, digital advertising, and cloud computing.

It's a good idea not to rush, though. Don't buy Amazon shares until you read this first.

Image source: The Motley Fool.

Pouring money into AI investments When Amazon announced its 2025 fourth-quarter financial results in February, what caught the market's attention was that the company upped its guidance for capital expenditures (capex). It plans $200 billion in capex in 2026, up from $131 billion last year.

The business is one of the hyperscalers; its Amazon Web Services (AWS) segment is the leading cloud computing platform in the world. The company is seeing robust demand from AWS customers, with a backlog of $364 billion as of March 31 (excluding the $100 billion Anthropic deal). This is leading to a surge in capital deployment.

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"This primarily relates to AWS and generative AI, as we invest to support strong customer demand," chief financial officer Brian Olsavsky said on the first-quarter 2026 earnings call when discussing his company's capex during the quarter. The business is investing aggressively to build data centers that power the AI revolution.

This is hitting Amazon's free cash flow (FCF). It posted just $1.2 billion in FCF in the past 12 months, down a notable 95% from the year-ago period. And the consensus view among sell-side analysts is that the business will report negative FCF of $10 billion in 2026.

Should the market give this business the benefit of the doubt? "We believe it to be a massive opportunity with the potential to drive long-term revenue and free cash flow," Olsavsky said on the call when referring to the AI landscape. Management clearly believes all this spending will benefit Amazon well into the future as it builds capacity that it can monetize.

Investors have to ask themselves if they're willing to buy what management is selling. That's the trillion-dollar question. Given the track records of founder Jeff Bezos and current CEO Andy Jassy, it's easy to give Amazon the benefit of the doubt. This company has always prioritized its customers' needs, adopted an extremely long time horizon, and didn't give in to Wall Street's short-term pressures.

This operational DNA is why the stock has performed so well. However, what makes things more complicated is that Amazon has raised more than $80 billion in debt so far in 2026. And we still have more than half of the year left.

It wouldn't be surprising if the market demands a higher return on this AI spending sooner rather than later.

© Drew Angerer / Getty Images News via Getty Images

The Magnificent Seven have been dragging their feet, at least relative to the rest of the tech scene in the past year. And while the semiconductor basket is the new leadership group that could continue to do more of the heavy-lifting as more investors crowd into the “pick and shovels” plays that are profiting in the moment, rather than spending heavily now with no clues as to what kind of monetization there will be in the future, I do think that the tides could turn and in a sudden manner that could once again crown the Magnificent Seven names as magnificent again. Because, of late, they’re anything but magnificent, especially when it comes to the hyperscalers that are raising the bar on CapEx.

Why the Mag Seven might be ready to take the lead again as semis step back Moving into the new year, the fear is that CapEx will go higher again for the broad basket of names, but what happens if the coming increase to the bill is already priced in? And what happens if the CapEx for next year comes in lighter than investors anticipate? Perhaps that could cause a massive reversal from the big AI money-makers (the chip plays) to the big spenders (the hyperscalers and Mag Seven).

Even if spending does keep moving higher, we can’t forget about the monetization factor, which many like to doubt, but might actually surprise everyone as the Mag Seven become more focused on finally bringing in cash flow from AI efforts, rather than just spending aggressively.

Meta Platforms‘ (NASDAQ:META | META Price Prediction) move to sell AI compute to others is just one of many moves that could bring some of the enthusiasm back to the Mag Seven as the market views them as not only big spenders, but big beneficiaries as the AI monetization wave looks to hit.

As always, though, the timing of such a wave remains a question mark, but for long-term investors, I’d say the risk/reward on much of the Mag Seven is just too good to ignore right now.

Dan Ives likes the Mag Seven setup; doesn’t seem to mind the high CapEx I’m not the only fan of the Mag Seven at these prices. From Pershing Square’s Bill Ackman, who recently helped himself to a big stake in Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) last quarter, to the great Dan Ives, who recently departed Wedbush Securities to pursue a new venture, as well as many other hedge funds, there’s a lot of belief in the Mag Seven.

In a recent sitdown with Bloomberg, Dan Ives said that he expected the Mag Seven cohort to outperform “significantly” in the second half of the year. That’s big. And we’ve already seen glimmers of magnificence from the group in the past week, with Meta Platforms blasting off as Meta Compute was unveiled, while Apple (NASDAQ:AAPL) rocketed close to 5% on Thursday, while much of the semiconductor plays sagged lower.

I think this semi-to-Mag Seven rotation is just getting started as investors move on from just the picks and shovels. Ives justified the CapEx the Mag Seven is paying, comparing it to the construction of the Las Vegas Strip way back in the day. I think he’s right. They aren’t just “spending to spend,” as Ives put it.

The bottom line There’s a grand plan in place from some of the smartest minds in the tech world. And I think it makes sense to stick with the group, even as they fall relatively out of favor. While I like the broad basket, Microsoft definitely stands out, even after soaring nearly 10% in a week. The firm really “owns the enterprise,” as Ives put it. He’s absolutely right.

Contact [email protected] for any questions or corrections.

LOS ANGELES, July 03, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Microsoft Corporation (“Microsoft” or “the Company”) (NASDAQ: MSFT) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company’s securities between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 11, 2026.

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

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

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

According to the Complaint, the Company made false and misleading statements to the market. Microsoft’s Copilot AI products suffered from problems ranging from poor user experience to capacity limitations. The Company’s AI model ranked poorly against competitors on industry benchmark tests. The Company would need to spend billions on capital expenditures related to AI including diverting hardware away from profitable business units to improve its competitive posture in artificial intelligence. The Company was incapable of converting a large percentage of Microsoft 365 users to paid Copilot subscriptions, losing market share to rivals. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Microsoft, investors suffered damages.

Join the case to recover your losses.

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

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

CONTACT:

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

SOURCE:

 The Schall Law Firm

Alibaba (BABA - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this online retailer have returned -23.7%, compared to the Zacks S&P 500 composite's -1.7% change. During this period, the Zacks Internet - Commerce industry, which Alibaba falls in, has lost 5.7%. The key question now is: What could be the stock's future direction?

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

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

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

Alibaba is expected to post earnings of $2.59 per share for the current quarter, representing a year-over-year change of +25.7%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

For the current fiscal year, the consensus earnings estimate of $7.26 points to a change of +86.6% from the prior year. Over the last 30 days, this estimate has changed -1.3%.

For the next fiscal year, the consensus earnings estimate of $9.94 indicates a change of +36.8% from what Alibaba is expected to report a year ago. Over the past month, the estimate has changed -1.8%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Alibaba.

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

12 Month EPS

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

In the case of Alibaba, the consensus sales estimate of $38.72 billion for the current quarter points to a year-over-year change of +12%. The $166.44 billion and $182.97 billion estimates for the current and next fiscal years indicate changes of +14.5% and +9.9%, respectively.

Last Reported Results and Surprise HistoryAlibaba reported revenues of $35.28 billion in the last reported quarter, representing a year-over-year change of +8.3%. EPS of $0.09 for the same period compares with $1.73 a year ago.

Compared to the Zacks Consensus Estimate of $35.23 billion, the reported revenues represent a surprise of +0.15%. The EPS surprise was -92.62%.

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

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

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

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Alibaba is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Alibaba. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Nvidia is losing ground to Apple in the competition to be the world's largest company by market value.

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Weborama

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Zeta Global Corp.

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Happydemics

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Adobe Audience Manager, Adobe Experience Platform

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Localsensor B.V.

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Liftoff Monetize and Vungle Exchange

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The MediaGrid Inc.

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Go.pl sp. z o.o.

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HyperTV, Inc.

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Appier PTE Ltd

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6Sense Insights, Inc.

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Google Advertising Products

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GfK GmbH

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Clinch Labs LTD

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Amazon Ads

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LinkedIn Ireland Unlimited Company

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Aarki, Inc.

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Moloco, Inc.

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Nielsen International SA

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Mintegral International Limited

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PRECISO SRL

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Microsoft Advertising

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xpln.ai SAS

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The Walmart (NYSE:WMT | WMT Price Prediction) partnership with Google to build a Gemini-powered agentic shopping experience reshapes who captures value when artificial intelligence handles browsing, recommending, and buying. The retailer supplies the catalog and customer base, but the stack underneath (the model, card network, checkout financing, discovery layer) is where public-market investors own a piece of the shift. Ranking beneficiaries by execution, growth, and centrality to agentic commerce infrastructure reveals a clear top five of winners.

5. PayPal: The Rail That Needs a Reboot PayPal (NASDAQ:PYPL) is the checkout button agentic shoppers already recognize. New CEO Enrique Lores delivered a Q1 FY26 beat with shares at $45.47 after non-GAAP EPS of $1.34 vs. $1.27 expected on revenue of $8.35 billion, up 7.2% year over year, with total payment volume of $463.95 billion. Branded checkout underperformed, GAAP operating margin contracted 182 basis points to 17.8%, and management guided Q2 non-GAAP EPS to decline roughly 9% year over year. Prediction markets peg odds of a full Stripe takeover in 2026 at just 11.5%. The stock is down 22.1% year to date. Relevant, but the weakest execution in this group.

4. Wayfair: Agentic Discovery for a Giant Catalog Wayfair (NYSE:W) is the natural laboratory for AI-assisted shopping. Millions of home goods SKUs are exactly what a Gemini agent needs to excel. CEO Niraj Shah’s Q1 FY26 showed revenue of $2.93 billion, up 7.4% year over year, active customers of 21.4 million, AOV of $312, and the best Q1 adjusted EBITDA margin in five years at 5.2%. Shares trade near $94.50, up 67.4% over the past year, with analyst target at $93.54. Wayfair carries a $2.8 billion stockholders’ deficit and $2.9 billion in long-term debt, so leverage remains a meaningful overhang. It wins if AI agents turn browsing paralysis into completed carts.

3. Affirm: BNPL Along for the Ride Affirm (NASDAQ:AFRM) is the financing layer that an agentic checkout presents when a cart reaches a certain size. Q3 FY26 revenue rose 32.6% year over year to $1.04 billion, gross merchandise volume (GMV) hit $11.60 billion (the 10th consecutive quarter above 30% growth), Affirm Card GMV jumped 146% to $2.10 billion, and cardholders doubled to 4.4 million. Cost of funds fell to 5.8%, its lowest in three and a half years. Management called it “genuine product market fit.” Shares trade at $84.58, up 19.1% over the past month, with forward P/E of 42x. Concentration risk: top five partners drive 42% to 46% of GMV.

2. Mastercard: Every Agentic Swipe Settles Here Mastercard (NYSE:MA) is the pipe every agent-initiated purchase rides. CEO Michael Miebach is explicitly building for this future with Mastercard Agent Pay and a planned acquisition of BVNK for stablecoin settlement. Q1 FY26 delivered adjusted EPS of $4.60 vs. $4.41 expected, revenue of $8.40 billion up 15.8% year over year, cross-border volume up 13%, value-added services up 22%, and adjusted operating margin of 60.8%. The company returned $4.0 billion via buybacks. Shares at $539.39 rallied 12.9% over the past month, though the stock is still down 5.5% year to date. It is boring, essential, and quietly reworking its rails for the agent era.

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1. Alphabet: The Engine That Does the Shopping Alphabet (NASDAQ:GOOGL) is the deal. Walmart’s agentic shopping surface runs on Gemini, scaling faster than any other Alphabet asset. Q1 FY26 revenue hit $109.90 billion, up 21.8% year over year, EPS came in at $5.11 vs. $2.63 expected, Google Cloud grew 63% to $20.03 billion with backlog above $460 billion, and Gemini API usage reached more than 16 billion tokens per minute, up 60% sequentially. Sundar Pichai said, “Our AI investments and full stack approach are lighting up every part of the business.” 2026 capital expenditure is guided to $180 billion to $190 billion.

Shares at $359.91 are up 101.5% over the past year and 15.0% year to date, with forward P/E near 25x and analyst target of $432.65. Prediction markets see a 76.8% chance the next Gemini Pro ships within weeks. If Walmart proves the model, every big-box retailer will call Mountain View next.

The Bottom Line Alphabet owns the model doing the work; Mastercard, Affirm, Wayfair, and PayPal each capture a slice of what happens after the agent decides. Agentic commerce is early and unproven. Consumers may resist letting software authorize purchases, and regulators are watching buy-now-pay-later and AI-mediated transactions closely. Alphabet is the cleanest way for investors to own the pick-and-shovel of AI-driven retail, backed by $402.8 billion in annual revenue and a cloud business compounding at triple-digit rates on a large base.

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