Bank of America Securities (BofA) analyst Andrew G. Didora has adopted a more positive outlook on U.S. airlines ahead of second-quarter earnings, citing strong demand, stable fares, and lower fuel prices as key sector supports.
BofA noted that spring fare increases have mostly persisted, and stable summer capacity is expected to support unit revenue through the third quarter.
The firm raised estimates and price forecasts across its airline coverage, but warned that faster fourth-quarter capacity growth could moderate unit revenue gains later in 2026.
Buy-Rated Network Carriers: Delta, United, AlaskaDelta: Pricing Power Supports Buy Rating
BofA stated that Delta should benefit from premium and corporate exposure, strong margins, and solid free cash flow. Third-quarter unit revenue is expected to accelerate as bookings reflect higher fares.
United’s Margin Expansion Path Stands Out
BofA noted that United benefits from a strong industry position, healthy margins, and opportunities for further margin expansion. Third-quarter unit revenue and costs are expected to rise due to strong demand and fare increases.
Alaska: Valuation Offsets Hawaii Pressure
Despite near-term fuel pressure, BofA raised its 2026 EPS forecast to $1.04, citing Alaska’s premium exposure, international growth, and valuation as support for the Buy rating.
BofA noted that American faces higher earnings volatility due to leverage. While improving demand and pricing are positive, lower margins, higher leverage, and weaker free cash flow keep it behind other network airlines.
Allegiant: Demand Strength Meets Deal Risk
BofA stated that stronger demand and lower fuel costs support Allegiant’s outlook, but the risk associated with Sun Country integration limits potential upside.
BofA noted that Southwest should benefit from healthy demand and firm pricing, but its business transformation introduces execution risk as initiatives reach their third-quarter run rate.
JetBlue: Leverage Keeps BofA Cautious
BofA stated that JetBlue should benefit from Spirit’s exit and healthy demand, but rising second-half capacity, weak earnings, and high leverage keep the firm cautious.
Frontier: Margin Profile Limits Upside
BofA noted that lower fuel costs and utilization-driven capacity growth should benefit Frontier, but its weaker margin profile keeps the firm cautious.
Price Action: At the time of publication Wednesday, DAL shares were trading higher by 0.41% at $94.04, UAL by 0.22% at $136.01, AAL by 1.36% at $18.32, ALGT by 3.29% at $121.47, JBLU by 1.40% at $5.81 and ULCC by 0.06% at $7.92, while ALK slipped 0.48% to $52.18 and LUV fell 1.22% to $50.79.
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Comfort Systems USA, Inc. FIX is entering 2026 with unprecedented business momentum, but its record backlog also raises an important question: can the company execute this growing pipeline without compromising profitability? The mechanical and electrical contracting leader ended the first quarter of 2026 with a record backlog of $12.45 billion, nearly doubling from $6.89 billion a year earlier.
Investors might want to bet on ResMed (RMD - Free Report) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
Therefore, the Zacks rating upgrade for ResMed basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for ResMed imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for ResMedFor the fiscal year ending June 2026, this maker of medical products for respiratory disorders is expected to earn $11.13 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for ResMed. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.3%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of ResMed to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Investors might want to bet on Aramark (ARMK - Free Report) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
As such, the Zacks rating upgrade for Aramark is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
For Aramark, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for AramarkThis provider of food, facilities and uniform services is expected to earn $2.24 per share for the fiscal year ending September 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for Aramark. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.3%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Aramark to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
New technology investments will streamline planning, vendor selection, and move coordination while connecting consumers with trusted moving professionals
, /PRNewswire/ -- National Holding Company, one of the nation's most established moving and transportation enterprises, today announced the acquisition of Moving.com, one of the most recognized online moving marketplaces in the United States, and MoveAI, an AI-powered moving concierge technology designed to simplify the relocation process for consumers.
Together, the acquisitions create a unique platform to connect consumers, technology, and professional moving services at every stage of the moving journey, from initial planning and vendor research to booking and move day execution.
For nearly a century, National Holding Company has helped consumers and businesses navigate relocation with ease and confidence. The addition of Moving.com and MoveAI represents a significant investment in the future of the moving industry and reflects the company's commitment to enhancing the customer experience through innovation and technology.
"Moving is hard. You're leaving your church, your neighborhood friends, your kids' school, and countless parts of your daily life behind — on top of juggling a hundred details, including finding and hiring the right mover," said Tim Helenthal, Chairman & CEO of National Holding Company. "It's stressful, and it's a lot of work. After decades in this business, we know no one can make moving 'easy,' but we are confident that with these acquisitions and our experience we can make it far more convenient."
Moving.com is among the most visited consumer websites in the moving industry. The site is a resource for connecting individuals and families with professional movers across the country. MoveAI leverages artificial intelligence to streamline the vendor search by allowing users to share move details and receive tailored recommendations and quotes.
These acquisitions firmly position National Holding Company at the leading edge of a rapidly evolving industry, where consumers increasingly depend on digital platforms and AI-powered tools to guide critical purchasing decisions. National Holding Company intends to make strategic investments in the Moving.com platform, underscoring a long-term commitment to enhancing the overall experience and delivering greater value for both consumers and moving partners.
"Our vision is to build the most trusted and effective consumer moving platform in the industry," said Helenthal. "By combining Moving.com's audience, MoveAI's technology, and our decades of operational expertise, we're creating a stronger experience for consumers while generating new opportunities for movers and industry partners."
Moving.com has been a trusted name in the online moving marketplace for over 25 years," said Tricia Smith, SVP of Sales & Operations at Move, Inc. "This transaction allows us to sharpen our focus on the growth priorities central to our long-term strategy, while positioning Moving.com for a strong next chapter. With deep category expertise and a clear vision for the business, National Holding Company is well positioned to build on what we've created, and we're confident Moving.com's users and partners will be well served."
Current Moving.com customer agreements, lead routing processes, and service relationships will remain unchanged.
The acquisitions complement National Holding Company's existing portfolio, which includes National Van Lines, National Van Lines International, National Forwarding Co., National Claims, and Mighty Moving.
About National Holding Company
National Holding Company is a diversified transportation and relocation enterprise with nearly 100 years of experience delivering moving and logistics solutions to consumers and businesses across the United States.
Employee-owned since 2011, the company operates under an ESOP structure that gives every employee a direct stake in its success. This ownership culture drives accountability, service excellence and a shared commitment to customer satisfaction.
As the parent company of National Van Lines Inc., National Van Lines International, National Forwarding Co., National Claims, and Mighty Moving Inc., National Holding Company operates a worldwide network of vetted, reputable movers that deliver residential, commercial, military, and international moving solutions. Headquartered in Broadview, IL, the company is led by Chairman and Chief Executive Officer Tim Helenthal.
About Move, Inc./Realtor.com®
Move, Inc., a subsidiary of News Corp [Nasdaq: NWS, NWSA] [ASX: NWS, NWSLV], operates a family of websites and mobile experiences for consumers and professionals, including Realtor.com ®. For over 30 years, Realtor.com® has connected buyers, sellers, and renters with trusted insights, professional guidance and powerful tools to help them find their perfect home. Recognized as the #1 real estate site REALTOR® agents recommend, Realtor.com® delivers consumer connections and a robust suite of marketing tools to support business growth. Move licenses the Realtor.com URL from the National Association of REALTORS®. Move also offers software products and services to help real estate professionals serve their clients and grow their businesses, including ListHub™, the nation's leading listings syndicator and centralized intelligence platform for the real estate industry.
San Francisco, California--(Newsfile Corp. - July 1, 2026) - Peabody Energy Corporation (NYSE: BTU) faces a securities class action lawsuit related to surprise disclosures the company made to investors on March 30 and May 5, 2026 about problems with its flagship metallurgical coal asset ("Centurion").
The lawsuit seeks to represent investors who purchased or otherwise acquired shares of Peabody common stock between October 14, 2024 and May 4, 2026.
Between March 27 (the trading day before the first cryptic disclosure) and the May 5, 2026 fuller disclosure, investors saw the price of Peabody shares crumble $14.50 (-36%). Accordingly, the severe market reactions upon the company's revelations support national shareholder rights firm Hagens Berman's investigation into legal claims that Peabody and its co-defendants violated the federal securities laws.
The firm encourages Peabody investors who suffered substantial losses to submit your losses now.
Peabody Energy Corporation (BTU) Securities Class Action:
Peabody characterizes itself as a leading producer of metallurgical and thermal coal and has promoted Centurion, its underground longwall metallurgical coal mine in Queensland, Australia. According to the company, the mine commenced full-scale production in February 2026.
The litigation is focused on the propriety of Peabody's statements about Centurion's operational status and production capabilities.
For example, Peabody's management informed investors on February 5, 2026 that "the team was installing the very last shield and putting the finishing touches on the Centurion Mine[,]" and "our team is charged up and has started mining some of the best metallurgical coal in the world." The company and its management also assured investors that Centurion is "going to ramp up probably about 700,000 tons in Q1, about 1 million to 1.1 million tons in Q2 and Q3, and then it'll fall back down in Q4 as we have a longwall move." In response, the market rewarded these statements by sending the price of Peabody shares up about 7.8% the next day.
Just a few weeks later, on March 30, 2026, Peabody filed a current report with the SEC and abruptly disclosed that Centurion "is expected deliver approximately 250,000 tons in the first quarter[.]" In other words, the company slashed Centurion production by about 64%. The news sent the price of Peabody shares down almost 10%.
Then, on May 5, 2026, Peabody reported its Q1 2026 financial results. Of particular concern pertaining to Centurion, management revealed the truth about why it slashed the mine's Q1 production assurance.
Despite telling investors in February that it was mining Centurion and would produce 700,000 tons in Q1, a new narrative emerged - "as part of our commissioning in February, we encountered temporary mechanical and electrical issues" - and "[a]s a result, our full year sales outlook for Centurion is now 2.5 million tons compared to our original expectation of 3.5 million tons." This full year 28% reduction helped send the price of Peabody shares down nearly 6%.
"We're focused on whether Peabody and its management were sufficiently transparent about Centurion's operational capabilities during the Class Period and, if not, whether they violated federal securities laws," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Peabody Energy and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.
If you'd like more information and answers to other frequently asked questions about the Peabody case and the firm's investigation, read more.
Whistleblowers: Persons with non-public information regarding Peabody Energy should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
# # #
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303626
Source: Hagens Berman Sobol Shapiro LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Progressive (PGR - Free Report) , which belongs to the Zacks Insurance - Property and Casualty industry, could be a great candidate to consider.
This insurer has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 3.83%.
For the last reported quarter, Progressive came out with earnings of $4.96 per share versus the Zacks Consensus Estimate of $4.84 per share, representing a surprise of 2.48%. For the previous quarter, the company was expected to post earnings of $4.44 per share and it actually produced earnings of $4.67 per share, delivering a surprise of 5.18%.
Price and EPS Surprise
For Progressive, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Progressive has an Earnings ESP of +5.49% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Key Takeaways MTG generates recurring premium revenues from its mortgage insurance portfolio, supporting stable cash flow. Growth in insurance-in-force and purchase originations drives underwriting profitability. Investment income, prudent capital management, and reinsurance programs boost financial performance. MGIC Investment Corporation (MTG - Free Report) is one of the largest private mortgage insurance providers in the United States. Through its principal operating subsidiary, Mortgage Guaranty Insurance Corporation (“MGIC”), MTG provides private mortgage insurance on residential mortgage loans with high loan-to-value ratios, helping lenders and investors mitigate losses if borrowers default while expanding access to affordable homeownership.
Mortgage insurance is MGIC Investment's core business and primary source of revenues and earnings. The company generates recurring premium income from its large insurance-in-force (IIF) portfolio, with policies typically remaining in force until borrowers refinance, sell their homes or accumulate sufficient equity. This creates a stable, long-duration stream of premium revenues and predictable cash flow.
MGIC's mortgage insurance business benefits from growth in purchase mortgage originations, expanding insurance-in-force and sustained demand for private mortgage insurance as an alternative to government-backed mortgage programs. Strong underwriting discipline, high-quality new insurance written, favorable home price appreciation and healthy employment conditions generally contribute to low claim frequencies and strong underwriting profitability.
The mortgage insurer also earns investment income by investing premium collections before claims are paid, providing an additional source of earnings. Combined with prudent capital management, reinsurance programs and disciplined risk management help MGIC maintains a resilient balance sheet while optimizing capital efficiency.
Overall, mortgage insurance provides MGIC Investment with a scalable, capital-light business model that generates recurring premium revenues, consistent earnings and strong cash flow across housing cycles. Its focus on high-quality underwriting, effective risk management and capital discipline positions the company to deliver sustainable profitability and long-term shareholder value.
What About Its Peers?NMI Holdings, Inc. (NMIH - Free Report) is a pure-play private mortgage insurer whose core business is providing mortgage insurance on residential loans with high loan-to-value (LTV) ratios. NMIH generates recurring premium income by protecting lenders against losses if borrowers default, creating a stable and predictable revenue stream over the life of the insured mortgages. NMI's mortgage insurance business benefits from growth in purchase mortgage originations, expanding insurance-in-force, disciplined underwriting and strong credit performance, enabling the company to produce consistent underwriting profits and generate solid cash flow.
Radian Group Inc. (RDN - Free Report) is a leading provider of private mortgage insurance in the United States. The company insures low-down-payment residential mortgages, protecting lenders against credit losses from borrower defaults while helping borrowers achieve homeownership with smaller upfront payments. Its mortgage insurance business generates recurring premium revenues and is supported by disciplined underwriting, advanced risk analytics and capital-efficient risk management.
MTG’s Price PerformanceShares of MTG have gained 1.1% over the past year, underperforming the industry.
Image Source: Zacks Investment Research
MTG’s UndervaluationThe stock is undervalued compared with its industry. Its forward price-to-book value of 1.18X is lower than the industry average of 2.83X. It carries a Value Score of B.
Image Source: Zacks Investment Research
Estimate Movement for MTGThe Zacks Consensus Estimate for MTG’s second-quarter and third-quarter 2026 EPS has moved down 1.3% and 1.2%, respectively, over the past 30 days. The same for the full-year 2026 and 2027 EPS has moved down 0.3% and 0.6%, respectively, in the past 30 days.
The consensus estimate for MTG’s 2027 EPS and revenues indicates a year-over-year increase.
Advanced Micro Devices (NASDAQ: AMD | AMD Price Prediction) and Marvell Technology (NASDAQ: MRVL) both just reported quarters that put AI infrastructure at the center of their stories.
AMD posted $10.25 billion in Q1 revenue powered by Instinct GPUs and EPYC servers. Marvell pulled $2.418 billion with custom AI silicon and high-speed optics. Same end market. Very different bets.
Instinct GPUs Carry AMD. Optics and Custom Silicon Carry Marvell. AMD’s Data Center segment hit $5.78 billion, up 57% YoY, and is now the dominant earnings engine. Lisa Su told investors “customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations.”
The Meta deal for up to 6 gigawatts of AMD Instinct GPUs gives that claim teeth. Client Ryzen revenue grew 26% YoY, while Gaming and Embedded stayed modest. The portfolio is broad, and it is finally working in sync.
Marvell came in narrower and faster. Data Center made up 76% of total revenue, growing 27% YoY. Matt Murphy said “we are seeing exceptional AI-related bookings” across 800G and 1.6T optics, 51.2T Ethernet switches, and custom XPU silicon. He raised both the fiscal 2027 and fiscal 2028 outlook. That is rare confidence.
Merchant GPU Heavyweight vs. Hyperscaler Co-Pilot AMD wants to be the alternative to NVIDIA in merchant AI accelerators. Marvell wants to be the silicon partner inside hyperscaler racks that build their own chips. Those are different theories of where AI margin pools settle.
Lens AMD Marvell Core Bet MI450 and Helios rack-scale AI Custom XPU plus optical interconnect Q2 Guide ~$11.2B, +46% YoY $2.7B, ~35% YoY Key Vulnerability China export controls on MI308 Hyperscaler vertical integration Forward P/E 74 66 Marvell also bought Celestial AI (photonic fabric, closed February 2, 2026) and XConn Technologies (chiplet connectivity) to deepen the interconnect moat.
AMD already operates at a different scale, with $2.57 billion in Q1 free cash flow, up 253% YoY. Marvell’s free cash flow of $483 million grew faster on a percentage basis but is roughly a fifth the size.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
The Next Test Is MI450 Volume and Marvell’s Bookings Conversion I will be watching whether AMD’s MI450 customer forecasts translate into shipped revenue through the back half of 2026. Lisa Su’s $11.2 billion Q2 guide implies that ramp is already starting.
For Marvell, you should keep an eye on whether those exceptional bookings actually pull forward, and whether custom XPU programs hold as hyperscalers like Google and Amazon push deeper into their own designs.
AMD has rallied 51.86% since filing. Marvell is up 39.78% over a shorter window. Both have already priced in plenty.
Why I Lean AMD for Breadth and Marvell for Pure AI Beta For steadier compounding exposure, AMD offers more diversified growth handles. The combination of EPYC, Instinct, and Ryzen gives the business multiple growth handles, and the Meta and OpenAI partnerships look durable. The forward multiple at 74x is rich, but the cash generation is real.
If you want concentrated upside tied directly to AI infrastructure spending, Marvell fits better. The narrower model amplifies bookings momentum and Murphy’s accelerating-each-quarter language is uncommon.
I would stay cautious on the customer concentration risk and the steady insider selling, which suggests executives are happy to lock in gains. Both stocks look richly valued, and both can work if AI capex stays this aggressive into 2027.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
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52-Week Range$160.07▼
$239.48Dividend Yield3.23%
P/E Ratio33.51
Price Target$217.50
After a sweet run-up in its stock back in February, Hershey NYSE: HSY is now trading 3.8% below its year-start price.
But while the share price is lingering, the company’s picture has changed. Having overcome soaring cocoa costs with remarkable pricing power, easing commodity pressures, and the proven strength of its brands, the company is positioning itself for a potential margin recovery.
Get Hershey alerts:
Most analysts rate it a Hold, with a 20% upside, as a balance of pricing and demand continues. Yet with a proven loyalty from customers and an alignment of new products, the company appears well-positioned if the market follows current trends.
Hershey's Pricing Power Is Paying OffWhat hurt the company recently was a well-known event. Cocoa prices surged to historic highs in late 2024 and 2025, squeezing the margins of every chocolate maker in the world. Hershey saw its net income drop from $797 million in the fourth quarter of 2024 to $224 million the next three months in 2025 and to $63 million the quarter after that.
For Hershey, which generated annual sales of $11.7 billion last year and holds a market capitalization of around $36 billion, the shock also arrived at an awkward moment. The company was already pursuing a broader portfolio reorganization. It was pushing harder into salty snacks, including Dot's Homestyle Pretzels. LesserEvil, and SkinnyPop, as well as protein products, such as Fulfil bars in North America.
Sales and Earnings Rebound Despite Higher CostsWhen cocoa prices soared, the story for Hershey shifted from long-term growth to short-term damage control. As a result, the company leaned into its pricing power. By the end of last year, organic price realization, or the benefit from price increases, rose 6% in the fourth quarter of 2025, then accelerated to 10% in the first quarter of 2026. Consumers might have grumbled, but they kept buying.
The first-quarter 2026 results told the broader story. Consolidated net sales reached $3.1 billion, up 10.6% from $2.8 billion a year earlier. Adjusted earnings per share came in at $2.35, an increase of 12.4%, and well above analyst estimates, compared with $2.09 in the prior-year period. Reported net income was $435 million, or $2.13 per share, from $1.10 a year earlier.
Operating results were also sharply higher. The first quarter’s reported operating profit rose 73.5% to $640.7 million, while the profit margin hit 20.6%, up 7.4 points from last year. The company said an increase in sales and prices helped offset higher commodity and tariff-related costs.
Looking ahead, management reaffirmed its full-year guidance of 4% to 5% net sales growth and 30% to 35% adjusted earnings per share (EPS) growth. The full-year adjusted EPS is projected to come in the range of $8.20 to $8.52 compared with $6.31 in 2025.
Lower Cocoa Prices Could Boost MarginsThe success of its salty snacks was evident in North America, which reported $2.5 billion in net sales. That segment recorded an acquisition-led 26% year-over-year increase, while North American confectionery products recorded an 8.3% increase.
The cost picture is improving, but not resolved. In the previous quarter, the gross margin fell 17 percentage points to 37% as cocoa prices remained high. Even in the first three months of 2026, adjusted gross margin rose to 40.4%, but was still down 80 basis points year over year due to elevated commodity and tariff-related costs.
The encouraging development is that cocoa prices have fallen dramatically from their late-2024 and early-2025 highs, which were well above $10,000 per metric ton. Having fallen below $4,000 earlier this year, the commodity is currently trading at nearly $5,000.
ONE Hershey Aims to Drive Long-Term GrowthBeyond cocoa, the company is making other structural moves.
In March, the company announced the unification of its sweet, salty, and protein brand portfolios under an integrated operating model called ONE Hershey. The company hopes that by having its products under a single umbrella, it can more effectively align strategy, cross-selling, brand messaging, in-store performance, and innovation.
The initiative also comes at a time of top management changes. A new president and CEO took over last August, and more recently, a new president of U.S. operations was appointed to oversee the integrated businesses.
Analysts See Upside But Remain CautiousOverall MarketRank™97th Percentile
Analyst RatingHold
Upside/Downside21.7% Upside
Short Interest LevelHealthy
Dividend StrengthStrong
News Sentiment0.79 Insider TradingSelling Shares
Proj. Earnings Growth17.04%
See Full Analysis
The financial picture around the stock reflects the tension between the business quality and the cost environment.
Over the past 52 weeks, Hershey has traded between $160 to nearly $240 per share. At current levels around $175 per share, its price/earnings ratio of over 33 is not cheap, and the consensus among 23 analysts is that the stock is currently a Hold. Sixteen analysts recommend a Hold, and seven recommend a Buy.
With an average 12-month price target of $217.50, the current upside on the stock is above 20%. The highest price target is $260 and the lowest is $185, suggesting genuine uncertainty about the pace of margin recovery.
Hershey also carries a sizable quarterly dividend of $1.45 per share for a yield above 3%. The company has raised its dividend for 15 consecutive years,
The Next Few Quarters Could Be CriticalWhether the momentum that Hershey has created continues will soon be seen in its second-quarter earnings.
The question is whether its pricing power has held and how much lower cocoa costs will help. New management will also help set direction.
For investors, Hershey presents a choice between patience and precision. Hershey is a category-leading company with a storied brand in the consumer staples sector. It has proven pricing power, a 15-year dividend growth streak, and a commodity headwind that appears to be easing. The next quarter or two should show if the trajectory continues.
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Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Vertiv Holdings Co. (VRT - Free Report) , which belongs to the Zacks Computers - IT Services industry.
This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.07%.
For the most recent quarter, Vertiv was expected to post earnings of $1.02 per share, but it reported $1.17 per share instead, representing a surprise of 14.71%. For the previous quarter, the consensus estimate was $1.29 per share, while it actually produced $1.36 per share, a surprise of 5.43%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for Vertiv. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Vertiv has an Earnings ESP of +4.43% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Key Takeaways Jabil has climbed 78.4% in a year, though it trails Flex and Celestica's stronger industry gains.Jabil's optical transceiver modules use Intel silicon photonics to support faster AI data transmission.Jabil's fiscal 2026 and 2027 earnings estimates rose, signaling bullish growth sentiment. Jabil, Inc. (JBL - Free Report) has soared 78.4% over the past year compared with the industry’s growth of 104.2%. It has underperformed peers like Flex Ltd. (FLEX - Free Report) and Celestica Inc. (CLS - Free Report) over this period. While Celestica has gained 145%, Flex surged 234.3%.
One-Year JBL Stock Price Performance
Image Source: Zacks Investment Research
JBL Rides on AI StrengthJabil's extensive manufacturing footprint and expertise position it as an ideal partner in the burgeoning AI/ML ecosystem. The company's commitment to providing unparalleled value to customers underscores its strategic importance in the optical module space. The company’s photonics-based optical transceiver modules are designed to fuel the AI/ML revolution, promise unparalleled performance and scalability, thanks to the collaborative efforts of industry giants.
The breakthrough technology leverages Intel Corporation's (INTC - Free Report) cutting-edge silicon photonics platform, renowned for its manufacturing efficiency and reliability. The collaboration sets a new standard for speed, efficiency and reliability in data transmission. Intel's volume-proven silicon photonics platform, with on-chip laser sources fabricated, tested and burned-in at wafer scale, ensures unparalleled reliability and simplicity in module integration. With a focus on reliability, scalability and performance, its optical transceiver modules are poised to drive significant advancements in data-intensive applications with considerable improvement in the bandwidth capacity of data center racks without requiring modifications to existing infrastructure.
Diversified Bouquet Lends SupportWith a presence across 100 locations in 30 countries, Jabil is likely to gain from secular growth drivers with strong margins and cash flow dynamics. Moreover, its unmatched end-market experience, technical and design capabilities, manufacturing know-how, supply chain insights and global product management expertise have put it in good stead. Its extensive global footprint is further strengthened by a centralized procurement process, which, coupled with a single Enterprise Resource Planning system, aids customers with end-to-end supply chain visibility.
Jabil’s focus on end-market and product diversification is a key catalyst. The company’s target that “no product or product family should be greater than 5% operating income or cash flows in any fiscal year” is commendable. The diversification increases the reliability of the company’s earnings and revenues, thereby driving long-term returns for investors.
The company is likely to gain from the rapid adoption of 5G wireless and cloud computing in the long run. It is benefiting from solid demand in key end markets, diligent execution of operational plans and skillful management of supply chain dynamics. A large-scale portfolio of business sectors offers Jabil a high degree of resilience during macroeconomic and geopolitical disruptions.
Image Source: Zacks Investment Research
Estimate Revision TrendThe Zacks Consensus Estimate for Jabil’s fiscal 2026 earnings has surged 14.9% to $12.74 per share over the past year, while the same for fiscal 2027 has increased 25.1% to $16.59. The positive estimate revision depicts bullish sentiments about the stock’s growth potential.
Image Source: Zacks Investment Research
End NoteJabil is bullish on its long-term prospects. The company is well-positioned to capitalize on growth opportunities in areas such as AI data center hardware, power and energy infrastructure, software-defined electric and hybrid vehicles, and healthcare. Strong margins and robust free cash flow are likely to enable continued investment in profitable growth and capital returns to shareholders.
The uptrend in estimate revisions further portrays positive sentiments about the stock’s growth potential. JBL has a long-term earnings growth expectation of 28.5% and delivered a trailing four-quarter average earnings surprise of 5.9%. It has a VGM Score of A. Jabil carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
With a solid Zacks Rank and healthy fundamentals, Jabil appears primed for further price appreciation. Consequently, investors are likely to profit if they bet on this high-flying stock now.
Key Takeaways Datadog acquired Adaptive ML to add RLOps technology to its AI Research for specialized AI models.DDOG topped $1B in Q1 2026 revenue as AI cohorts helped drive customer and bookings growth.Datadog raised full-year 2026 revenue guidance after expanding AI capabilities and research investment. Datadog (DDOG - Free Report) is deepening its bet on artificial intelligence with the acquisition of Adaptive ML, a startup building what the company describes as the world's first Reinforcement Learning Operations (RLOps) platform. Announced on June 30, 2026, the deal brings Adaptive ML into Datadog AI Research, the company's dedicated lab for advancing world models and agentic large language model post-training. The move gives enterprises using Datadog's platform a new pathway to build, own, and continuously improve their own specialized AI agents and models.
The acquisition builds on momentum from Datadog's June 9, 2026, announcement of over 100 new capabilities aimed at helping customers manage AI and security complexity, and follows the company's FedRAMP High certification for its government offering earlier this year. By folding Adaptive ML's RLOps technology into its research arm, Datadog is positioning observability data as fuel for training specialized AI agents, extending its dual strategy of applying AI internally while building end-to-end observability for customers' AI stacks.
The strategic logic is backed by solid underlying performance. Datadog's first-quarter 2026 results, released on May 7, 2026, showed revenues climbing 32% year over year to $1,006 million, its first quarter above the $1 billion mark. The customer base generating at least $100,000 in annual recurring revenue grew to roughly 4,550, up from about 3,770 a year earlier, while new logo annualized bookings set an all-time record. Management noted that AI-related cohorts drove much of this acceleration, with about 20% of customers, representing 80% of ARR, now using AI integrations.
Looking ahead, Datadog guided second-quarter 2026 revenues to $1.07-$1.08 billion, implying 29-31% year-over-year growth, with non-GAAP operating income of $225-$235 million. For the full fiscal year, the company raised its outlook to $4.3-$4.34 billion in revenues, indicating 25-27% growth, with non-GAAP earnings per share projected between $2.36 and $2.44. With R&D investment exceeding $1 billion annually, the Adaptive ML deal reinforces Datadog's intent to convert expanding AI research capacity into durable product differentiation.
How Competitors Compare on AI-Driven ObservabilityDatadog's push into RLOps places it alongside Dynatrace (DT - Free Report) and Elastic (ESTC - Free Report) in the race to embed AI deeper into observability platforms. Dynatrace has centered its strategy on its Davis AI engine, pairing causal and generative AI to automate root-cause analysis across enterprise environments. Elastic, meanwhile, has focused on integrating AI-driven search and vector database capabilities into its observability and security offerings. While Dynatrace emphasizes automation for large enterprises and Elastic leans on open, search-based architecture, neither Dynatrace nor Elastic has announced an RLOps-specific acquisition comparable to Datadog's move with Adaptive ML.
DDOG’s Price Performance, Valuation & EstimatesShares of Datadog have appreciated 91.5% year to date, outperforming the Zacks Computer and Technology sector’s return of 18.3%.
DDOG Stock’s Price Performance
Image Source: Zacks Investment Research
Datadog is trading at a forward 12-month price-to-sales multiple of 19.45 compared with the broader Zacks Internet - Software industry’s multiple of 3.66, suggesting a stretched valuation. DDOG carries a Value Score of F.
DDOG’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for DDOG’s 2026 earnings is pegged at $2.41 per share, indicating a 17.56% increase from 2025’s reported figure.
Datadog currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Investors interested in Engineering - R and D Services stocks are likely familiar with Babcock International Group PLC (BCKIY) and Quanta Services (PWR). But which of these two stocks presents investors with the better value opportunity right now?
Quanta Services, Inc. PWR is significantly increasing capital investments to capitalize on one of the strongest infrastructure spending cycles in decades. While its aggressive capital expenditure strategy may pressure near-term cash flows, it could also strengthen its competitive position for years to come.
Key Takeaways HII secured a nearly $417.7M Navy contract for carrier and amphibious ship maintenance support.Huntington Ingalls supports fleet readiness through maintenance, modernization and technical services.HII's shipbuilding and sustainment expertise positions it for long-term naval modernization demand. Huntington Ingalls Industries (HII - Free Report) continues to strengthen its position in the naval sustainment market through its long-standing partnership with the U.S. Navy and broad portfolio of shipbuilding, maintenance and lifecycle support capabilities. The company provides mission-critical maintenance, modernization and technical support services that help ensure the operational readiness of some of the Navy's most advanced surface vessels.
A key example is HII's latest U.S. Navy contract. In June 2026, the company secured a nearly $417.7 million contract from the Naval Sea Systems Command to provide maintenance and repair support for aircraft carriers and amphibious ships. The contract is expected to be completed by June 2031.
Aircraft carriers and amphibious assault ships play a critical role in projecting naval power and supporting expeditionary operations worldwide. Maintaining key systems, such as aircraft elevators, is essential to ensuring uninterrupted flight deck operations, efficient movement of personnel and equipment, and overall mission readiness. HII's expertise in providing long-term sustainment and maintenance services reinforces its role in supporting the operational availability of the U.S. Navy's fleet.
With governments worldwide increasing investments in naval modernization and fleet readiness, demand for maintenance, repair and lifecycle support services is expected to remain strong. Huntington Ingalls' extensive experience in naval shipbuilding, sustainment and modernization, combined with its long-standing relationship with the U.S. Navy, positions it well to benefit from long-term defense modernization initiatives and the growing focus on maintaining combat-ready naval fleet.
Other Naval Sustainment Stocks to WatchOther aerospace and defense companies strengthening their presence in the naval sustainment market are discussed below:
Lockheed Martin (LMT - Free Report) : The company's Rotary and Mission Systems segment supports advanced naval warfare programs, including the AEGIS Combat System, the Littoral Combat Ship and Multi-Mission Surface Combatant programs, strengthening the operational capabilities of the U.S. Navy and allied fleet.
BAE Systems plc (BAESY - Free Report) : The company designs, builds, modernizes and supports a wide range of naval platforms, including aircraft carriers, destroyers and frigates. Its broad naval sustainment capabilities and shipbuilding expertise position it to benefit from rising global investments in naval fleet modernization.
The Zacks Rundown for HIIShares of HII have surged 11.9% in the past year compared with the industry’s 6.4% growth.
Image Source: Zacks Investment Research
The company shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 0.83X compared with its industry’s average of 2.62X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for HII’s 2026 earnings has moved north over the past 60 days.
Key Takeaways ArcBest is benefiting from tighter truckload capacity and a more supportive pricing environment. ARCB's renewals rose in the March quarter and Asset-Based tonnage per day also increased in the period. AI route optimization delivered $15 million in annualized savings and better asset utilization. ArcBest Corporation (ARCB - Free Report) is benefiting from a freight market that is becoming more constructive after a prolonged downturn.
The company’s setup combines tightening truckload capacity, disciplined pricing, technology-led productivity and an integrated logistics model that can support margins if freight demand continues to normalize.
ARCB Benefits From a Tighter Freight CycleTruckload capacity is tightening as carriers exit the industry, while manufacturing indicators have moved into expansion. That backdrop is helping create a more supportive pricing environment for ArcBest.
The company’s first-quarter 2026 contract renewals and deferred pricing agreements averaged a 6.3% increase. Asset-Based shipments per day rose 1.8%, while tonnage per day increased 6.5%, giving ARCB a better base for operating leverage as demand improves.
ArcBest Uses AI to Improve Route DensityTechnology is central to the margin story. ArcBest’s continuous improvement training has reached roughly 75% of its network and generated $32 million in annualized cost savings.
Its AI-enabled city route optimization program has delivered $15 million in annualized savings. The system supports optimized pickup and delivery routes, daily demand projections and better asset utilization, helping the company improve service and lower cost without relying only on aggressive capital spending.
ARCB Cross-Sell Model Supports Better PricingArcBest is not just a traditional trucking name. It combines ABF Freight’s asset-based less-than-truckload network with Asset-Light logistics offerings, including brokerage, managed transportation and expedited services.
About 70% of Asset-Light customers also use Asset-Based services, and cross-sold accounts generate more than three times the revenue and profit per account. This integrated positioning differs from pure less-than-truckload peers such as Old Dominion Freight Line (ODFL - Free Report) , one of North America’s largest less-than-truckload carriers, and asset-light logistics players such as C.H. Robinson Worldwide (CHRW - Free Report) , which focuses on global logistics, freight brokerage and supply-chain technology.
ArcBest View adds another layer to that model by letting customers quote, book and track shipments across logistics solutions through one interface. The expanding dynamic quote pool also helps ARCB selectively fill capacity and optimize yield.
ArcBest Faces Inflation and Mix PressuresThe recovery is not without friction. In the first quarter, Asset-Based operating ratio worsened to 97.3% from 95.9% a year earlier as labor, fuel and equipment depreciation costs rose.
Mix also remains a drag. Asset-Based billed revenue per shipment increased 0.6%, but billed revenue per hundredweight fell 3.9% as the freight profile shifted toward heavier shipments.
Asset-Light margins remain sensitive to purchased transportation costs. Purchased transportation expense was 86.2% of Asset-Light revenues in the first quarter, leaving profitability exposed to carrier-cost swings as capacity conditions change.
ARCB Style Scores Fit a Trend-Driven SetupThe bottom line: ARCB’s investment case is tied to whether pricing discipline, freight-cycle improvement and productivity initiatives can translate into durable margin expansion.
The Zacks Consensus Estimate for ArcBest’s June-quarter, September-quarter and current-year sales implies a year-over-year improvement of 15.3%, 13.3% and 11.4%, respectively. ARCB’s EPS indicates upward revisions over the past 60 days for the June-quarter, September-quarter and current-year, reflecting optimism.
Image Source: Zacks Investment Research
The stock currently sports a Zacks Rank #1 (Strong Buy), along with a VGM Score of B. It also has a Momentum Score of B, which fits a trend-driven setup supported by improving pricing conditions and positive estimate revisions. You can see the complete list of today’s Zacks #1 Rank stocks here.
ARCB’s Value Score of C and Growth Score of C are more balanced signals. They suggest the story is not simply about a cheap valuation or a clean growth profile, but about execution through a freight-cycle recovery.
Key Takeaways Natera partnered with Aveta to integrate Signatera into a global Phase 3 LA-HNSCC trial.Signatera will assess MRD and treatment response across neoadjuvant to follow-up care.The trial may enroll 826 patients globally, with enrollment expected in the second half of 2026. Natera (NTRA - Free Report) recently announced a partnership with Aveta Biomics to support AVTA 30-01, a global Phase 3 registrational trial of its oral immunotherapy, APG-157, in patients with locally advanced head and neck squamous cell carcinoma (LA-HNSCC). Natera’s Signatera test will be integrated into the AVTA 30-01 Phase 3 study to assess molecular residual disease (MRD) and treatment response during neoadjuvant, induction, adjuvant and follow-up care.
Management noted that growing clinical evidence continues to demonstrate the value of Signatera for MRD detection in head and neck cancer. The company believes its collaboration with Aveta on the AVTA 30-01 trial will further demonstrate Signatera’s potential to advance the field and improve patient care.
Likely Trend of NTRA Stock Following the NewsShares of NTRA have lost 0.3% since the announcement on Monday. Year to date, the stock has gained 18.5% against the industry’s 2.3% decline. The S&P 500 has risen 9.7% in the same timeframe.
The partnership with Aveta Biomics is a positive development for Natera as it expands the clinical use of Signatera in a global Phase 3 registrational trial. Successful validation of Signatera for MRD monitoring and treatment response in head and neck cancer could strengthen its clinical evidence and support wider adoption. Over time, the collaboration could enhance Natera’s position in precision oncology while creating opportunities for biopharma partnerships centered on MRD-guided treatment strategies.
NTRA currently has a market capitalization of $39.00 billion.
Image Source: Zacks Investment Research
More on the NewsAPG-157 is Aveta’s first-in-class oral immunotherapy designed to benefit both immune-hot and immune-cold tumors in LA-HNSCC. The therapy has received FDA Fast Track and Orphan Drug Designations for this indication. The Phase 3 study builds on Phase 2 results that demonstrated favorable safety, evidence of tumor control, deep molecular responses and promising event-free survival outcomes.
The trial is expected to enroll approximately 826 patients across North America, Europe, Asia-Pacific and Australia, with patient enrollment to begin in the second half of 2026. It will include separate randomized cohorts for patients with resectable and unresectable locally advanced disease, with both treatment and control arms. Signatera will serve as a secondary endpoint to generate insights into disease recurrence and therapeutic response through circulating tumor DNA (ctDNA) monitoring to assess MRD.
Head and neck cancer affects roughly 950,000 people worldwide each year, and recurrence remains a significant cause of mortality despite advances in surgery, radiation and immunotherapy. This collaboration further expands Natera’s clinical evidence in head and neck cancer, following the positive results from the recently concluded Phase 2 SINERGY trial, which supported the use of Signatera MRD-guided monitoring in this disease setting.
Industry Prospects Favoring the MarketGoing by the data provided by Precedence Research, the minimal residual disease testing market was valued at $1.70 billion in 2025 and is expected to witness a CAGR of 12% through 2034.
Factors like the demand for highly sensitive technologies like next-generation sequencing and digital PCR, which accurately detect minimal residual cancer cells to guide treatment decisions and predict patient outcomes, are boosting the market’s growth.
Other NewsNatera recently announced a collaboration with CytoDyn to evaluate ctDNA dynamics and generate real-world molecular data in support of the latter’s metastatic colorectal cancer (mCRC) program.
In May, Natera announced a collaboration with Diakonos Oncology to incorporate its Signatera molecular residual disease test into Diakonos’ DOC-RM Phase I/II investigational immunotherapy trial for patients with refractory melanoma.
Natera received the FDA approval of Signatera CDx as a companion diagnostic (CDx) for use with adjuvant atezolizumab immunotherapy in patients with muscle-invasive bladder cancer.
NTRA’s Zacks Rank & Key PicksNatera currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks from the broader medical space are BrightSpring Health (BTSG - Free Report) , Globus Medical (GMED - Free Report) and West Pharmaceutical (WST - Free Report) .
BrightSpring Health, currently carrying a Zacks Rank #2 (Buy), reported first-quarter 2026 adjusted earnings per share (EPS) of 39 cents, which beat the Zacks Consensus Estimate by 34.5%. Revenues of $3.61 billion surpassed the Zacks Consensus Estimate by 8.35%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BrightSpring Health has an estimated long-term earnings growth rate of 46.5%. BTSG’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 14.6%.
Globus Medical, currently carrying a Zacks Rank #2, reported a first-quarter 2026 adjusted EPS of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%.
GMED has an estimated long-term earnings growth rate of 10.2%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.
West Pharmaceutical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.
West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 19.4%.
LOS ANGELES, July 01, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming July 27, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired AeroVironment, Inc. (“AeroVironment” or the “Company”) (NASDAQ: AVAV) securities between June 25, 2025 and March 10, 2026, inclusive (the “Class Period”).
IF YOU SUFFERED A LOSS ON YOUR AEROVIRONMENT INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS.
What Happened?
On January 20, 2026, AeroVironment disclosed that the US government had issued a stop work order on the Company’s agreement to deliver BADGER phased array antenna systems to the US Space Force’s SCAR program. The Company stated the stop work order “allows for the parties to negotiate an amended agreement for the future of the SCAR program” and that “[t]he Company expects to continue to deliver capabilities and products for the SCAR program.”
On this news, AeroVironment’s stock price fell $61.97, or 15.8%, to close at $330.89 per share on January 20, 2026, thereby injuring investors.
Then, on March 2, 2026, Space News reported that the US Space Force was reopening the SCAR program and “reassessing how to move forward.”
On this news, AeroVironment’s stock price fell $43.93, or 17.4%, to close at $208.32 per share on March 2, 2026.
Then, on March 10, 2026, AeroVironment released its third quarter fiscal 2026 financial results, reporting an operating loss of $179 million, compared to $3.1 million the previous year. The results reflected the impact of a $151.3 million goodwill impairment after the stop work order on the BADGER systems. The Company also revealed that the US Space Force had terminated the Company’s contract for the SCAR program and, as a result, it would have to “recompete” for the program.
On this news, AeroVironment’s stock price fell $13.84, or 6.2%, to close at $207.73 per share on March 11, 2026.
Then, on March 31, 2026, the US Space Force announced its decision to diversify suppliers and rely on less costly commercial, off-the-shelf solutions in connection with its work to upgrade the Satellite Control Network (“SCN”), instead of pursuing another single-vendor bespoke solution.
What Is The Lawsuit About?
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force’s ongoing efforts to modernize the SCN; (2) accordingly, Defendants overstated AeroVironment’s business and financial prospects; and (3) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
If you purchased or otherwise acquired AeroVironment securities during the Class Period, you may move the Court no later than July 27, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
If you inquire by email, please include your mailing address, telephone number and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.
ISTANBUL, July 01, 2026 (GLOBE NEWSWIRE) -- Freedom Finansal Hizmetler A.Ş., a subsidiary of Freedom Holding Corp. (NASDAQ: FRHC), an international diversified financial services group operating in more than 20 countries, today announced that Türkiye’s Banking Regulation and Supervision Agency (BRSA) and Competition Authority of Türkiye has approved its planned acquisition of 99.32% of the share capital of Turkish Bank A.Ş.
BRSA approval is an important step toward completing the transaction and supports Freedom Holding Corp.’s strategy to build integrated financial services platforms in selected growth markets. Upon closing, Turkish Bank A.Ş., a Turkish banking institution with a history dating back to 1982, will become part of the Group’s regional platform in Türkiye, alongside its brokerage, investment and capital markets businesses.
“Türkiye is a strategic market for Freedom, and we are entering it with a clear understanding of what we want to build. In Kazakhstan, we have already proven that a digital ecosystem can become part of people’s everyday lives. In less than two years since its launch, Freedom SuperApp has reached 5.67 million users and has become one of the country’s fastest-growing digital services. We have brought financial services and advanced digital products together on a single platform, allowing them to complement and strengthen one another,” said Timur Turlov, founder and Chief Executive Officer of Freedom Holding Corp.“This is the experience we intend to bring to the Turkish market, where the potential client base could be four to five times larger than in Kazakhstan. The acquisition of a bank creates the foundation for scaling a model that has already proven its effectiveness, and BRSA approval is an important step toward launching it in Türkiye,” Turlov added.
Following completion of the acquisition, Turkish Bank will continue to operate under Turkish regulatory supervision and will gain access to Freedom’s expertise in digital financial services, technology-driven distribution and client-focused product development.
BRSA approval also comes as Freedom Holding is in the final stage of establishing its brokerage business in Türkiye. Final authorization from the Capital Markets Board of Türkiye would allow the Group to expand its financial products and services for retail, affluent and high-net-worth clients, as well as small and medium-sized businesses and corporate clients.
The Bank is expected to support Freedom’s regional strategy by enabling deeper integration of banking services, capital markets, insurance and cross-border financial solutions. Over time, the model may be expanded through non-financial services, including e-commerce, telecommunications and lifestyle offerings.
“BRSA approval is an important step toward implementing our strategy in Türkiye,” said H. Cenk Eynehan, Chief Executive Officer of Freedom Finansal Hizmetler A.Ş. “Following completion of the transaction, we will have the opportunity to combine the heritage and market position of an established Turkish banking institution with Freedom’s technology, entrepreneurial culture and international expertise. Our priority will be to create additional value for clients through innovation, accessibility and an expanded range of financial products and services.”
Freedom plans to implement a modernization and growth program focused on digital transformation, client channels, product expansion and operational efficiency. Integration will focus on technology infrastructure, client experience, product development and cooperation among Freedom’s Turkish business lines.
The transaction is expected to expand Freedom Holding Corp.’s presence across Eurasia, the Middle East and Central Asia and support the Group’s long-term investment strategy in selected growth markets.
The Freedom Holding Corp.'s banking business is already present in Tajikistan. In November last year, The Agency of the Republic of Kazakhstan for Regulation and Development of the Financial Market granted the holding company approval to establish a bank in Georgia. In early June, Freedom Holding Corp. submitted an application to the French regulator for a banking license. Timur Turlov noted that the company plans to invest approximately €500 million in developing its digital ecosystem in France.
About Freedom Holding Corp.
Freedom Holding Corp. provides financial services in 22 countries, including Kazakhstan, the United States, Cyprus, Poland, Spain, Uzbekistan, and Armenia. The Company’s principal executive office is located in New York City. In Kazakhstan, Freedom is actively developing its financial and digital ecosystem, which includes Freedom Bank, Freedom Broker, the insurance companies Freedom Life and Freedom insurance, as well as a lifestyle segment that features Arbuz.kz, Freedom Ticketon, and Aviata. Freedom Holding Corp. shares are traded on the U.S. technology exchange NASDAQ, the Kazakhstan Stock Exchange (KASE), and the Astana International Exchange (AIX) under the ticker symbol FRHC. Freedom Holding Corp. is regulated by the U.S. Securities and Exchange Commission (SEC) and the common stock is included in Russell 3000 Index.
Freedom Finansal Hizmetler A.Ş., a wholly owned subsidiary of Freedom Holding Corp., was established in 2022 to support the Group’s expansion in Türkiye’s financial services sector. The company focuses on financial consulting and investments across banking, insurance, capital markets, payment systems and other financial services, including supporting the capitalization and development of portfolio companies.
In 2025, the Capital Markets Board of Türkiye granted the company an establishment license. Freedom Yatırım Menkul Değerler A.Ş. was subsequently established and is working toward obtaining an operating brokerage license upon meeting the regulator’s requirements.
Turkish Bank A.Ş. is a commercial bank operating in Türkiye and a member of TurkishBank Group. The bank provides a range of financial services, including corporate, commercial and retail banking solutions.
TurkishBank Group, established in 1901, is a privately owned financial services group operating across Türkiye, the Turkish Republic of Northern Cyprus and the United Kingdom. The Group provides banking, financial and wealth management solutions through an international network.
Contact
Head of Public Relations
Natalia Kharlashina
Freedom Holding Corp. [email protected]
+77013641454
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/6db975c8-cd09-47b5-85de-8c3e5db261ec
Key Takeaways Bell delivered a helicopter to Texas DPS for law enforcement, emergency response and surveillance missions.TXT's Bell 407GXi offers versatility, advanced avionics and support for patrol, rescue and disaster response.Textron is positioned to benefit as governments and commercial operators modernize helicopter fleet. Textron (TXT - Free Report) continues to strengthen its position in the helicopter market through its Bell business, which develops advanced rotorcraft for military, government and commercial customers worldwide. Bell's helicopters are designed to deliver reliable performance, mission flexibility and advanced capabilities across a wide range of operational environments.
A key example is Bell's latest delivery to the Texas Department of Public Safety. In May 2026, the company delivered a new Bell 407GXi helicopter to the agency, reinforcing its long-standing relationship with Texas DPS. The aircraft will support a variety of missions, including law enforcement, emergency response and aerial surveillance.
The Bell 407GXi is a light single-engine helicopter known for its versatility, reliability and advanced avionics. Its ability to perform missions ranging from patrol and search-and-rescue to disaster response makes it a preferred platform for government agencies and commercial operators. The helicopter enhances operational flexibility while enabling operators to respond effectively to evolving mission requirements.
With governments and commercial operators continuing to modernize their helicopter fleet, demand for advanced rotorcraft is expected to remain healthy. Textron's broad helicopter portfolio, combined with Bell's decades of experience in rotorcraft manufacturing and innovation, positions it well to benefit from long-term opportunities in the global helicopter market.
Other Companies Expanding Their Helicopter CapabilitiesOther aerospace and defense companies expanding their helicopter capabilities are discussed below:
Northrop Grumman Corporation (NOC - Free Report) : The company's Fire Scout is a combat-proven autonomous helicopter system that provides real-time intelligence, surveillance, reconnaissance, target acquisition, laser designation and battle management capabilities without relying on manned aircraft or space-based assets.
Lockheed Martin Corporation (LMT - Free Report) : Through its Sikorsky business, the company manufactures renowned military helicopters used for combat, transport and rescue missions worldwide. Its portfolio includes the Black Hawk, Seahawk and CH-53K King Stallion heavy-lift helicopters.
The Zacks Rundown for TXTShares of TXT have surged 12% in the past year compared with the industry’s 6.3% growth.
Image Source: Zacks Investment Research
The company shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 1.00X compared with its industry’s average of 2.62X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for TXT’s 2026 earnings has moved north over the past 60 days.
Key Takeaways VIAV is gaining from AI infrastructure demand, product innovation and the Spirent business acquisition.VIAV expanded margins as revenues rose 42.8% and non-GAAP operating margin reached 21% in fiscal Q3 2026.Viavi expects AI networking, data centers, 5G, fiber, aerospace and defense demand to support growth. Viavi, Solutions, Inc. (VIAV - Free Report) shares have skyrocketed 167.9% year to date compared with the industry’s growth of 150.2%. The stock has outperformed the Zacks Computer & Technology sector and the S&P 500 during the same time frame.
Image Source: Zacks Investment Research
The company has outperformed its peers like Keysight Technologies, Inc. (KEYS - Free Report) , and Ciena Corporation (CIEN - Free Report) . Shares of Keysight have jumped 72.3% and shares of Ciena have risen 109.7%.
VIAV Rides on Strength in AI Infrastructure VerticalViavi is witnessing solid traction in its Network and Service Enablement, backed by ongoing AI infrastructure buildout. Growing demand from the data center ecosystem, including hyperscalers and semiconductor-driven infrastructure, is driving revenues in the NSE segment.
The company recently launched the industry's first Ultra Ethernet Transport validation solution for AI fabrics. The platform enables hyperscalers, cloud providers and network equipment vendors to verify AI networks with costly GPU infrastructure. The innovation boost Viavi’s prospects across multiple use cases, such as validation of large language model traffic, congestion control and AI workload emulation and several others.
Viavi recently introduced AI Experts, an AI-driven software layer integrated into its testing platforms. Its capabilities include automated configuration, diagnostics assistance, workflow automation, real-time troubleshooting and faster wireless validation. This shows that VIAV is moving towards intelligent software-enabled testing instead of simply selling hardware. This can improve customers’ brand loyalty and boost software revenues over time. The company also recently secured PCIe 6.0 Certification. The certification enhances VIAVI's credibility as a trusted provider of compliance and validation solutions for advanced computing technologies.
One of the largest contributors to growth is the acquisition of Spirent's high-speed Ethernet, network security and channel emulation businesses. Following the buyout, the company benefited from a broader customer base, an Ethernet testing portfolio expansion, stronger AI networking capabilities and increased cross-selling opportunities. A diverse portfolio, innovation initiatives are boosting its competitive edge against its peers such as Keysight, Ciena and Teradyne.
Strong Operating Margin Growth is a PositiveStrong margin expansion shows improving operating leverage. Revenue grew 42.8% year over year, while non-GAAP operating income grew 79.2% during the same time period. Non-GAAP operating margin improved to 21% in the third quarter of fiscal 2026, up from 16.7% in the year-ago quarter. This reflects higher volumes and a favorable product mix within Network and Service Enablement. Segment profitability benefited from acquisition synergies and stronger demand across data center and aerospace markets. Fourth quarter fiscal 2026 outlook indicates additional operating margin expansion, signaling continued operating leverage as revenues scale and a greater portion of sales comes from differentiated testing and software-oriented offerings.
Estimate Revision TrendThe company’s earnings estimates for 2026 has remained unchanged and for 2027 it has improved over the past 60 days.
Image Source: Zacks Investment Research
Key Valuation Metric of VIAVFrom a valuation standpoint, VIAV is currently trading at a discount compared to the industry. Going by the price/earnings ratio, the company’s shares currently trade at 51.16 forward 12-month earnings, lower than 58.46 for the industry.
Image Source: Zacks Investment Research
End NoteViavi is positioning itself as a critical supplier to AI networking infrastructure. Strong demand from data centers, continued 5G and fiber network upgrades, and steady aerospace and defense demand are expected to be major growth drivers for the upcoming quarters. Portfolio expansion through strategic acquisition and a strong focus on innovation is a positive factor. Hence, with a Zacks rank #2 (Buy), Viavi appears to be a good investment option at the moment. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
NextEra Energy (NYSE: NEE | NEE Price Prediction) and Dominion Energy (NYSE: D) reported Q1 2026 results, then confirmed a $66.8 billion all-stock deal making NextEra the buyer of Dominion’s Virginia franchise. The earnings explain the bid: Dominion’s grid sits under the world’s densest data center cluster, and NextEra needs that real estate.
Virginia Volumes Carry Dominion. Florida Solar Carries NextEra. Dominion’s quarter was a Virginia story. Revenue hit $5.02 billion, up 23.1% year over year, with adjusted EPS of $0.95 against a $0.91 estimate. Dominion Energy Virginia operating earnings jumped $109 million as Loudoun County hyperscaler load compounded. Management reaffirmed a $64.7 billion five-year capital plan aimed at that demand, though a $78 million nonregulated solar impairment and offshore wind tariff costs trimmed gains.
NextEra’s earnings report leaned on Florida and renewables backlog. Adjusted EPS rose 10% to $1.09, FPL added roughly 100,000 customers, and NextEra Energy Resources added 4 GW to backlog, taking the total to about 33 GW. CEO John Ketchum stated: “NextEra Energy builds all forms of energy infrastructure and has experience across the entire energy value chain at massive scale with a balance sheet to back it up.” The Dominion bid is what that balance sheet just bought.
One Owns the Wires. The Other Owns the Megawatts. Dominion controls regulated transmission corridors into Northern Virginia, the undisputed data center capital of the world. NextEra owns generation scale across 49 states, plus the recommissioning of the 615-megawatt Duane Arnold nuclear plant with Google and a 9.5 GW gas build in Texas and Pennsylvania under the U.S.-Japan trade deal.
Lens Dominion NextEra Core Bet Loudoun County rate base National renewables and gas scale EPS CAGR Target 5%-7% through 2030 8%+ through 2032 Dividend Yield 3.84% 2.65% Forward P/E 19 22 Dominion shareholders get an implied $76 per share via 0.8138 NEE shares plus a $360 million cash sweetener. The stock trades at $69.39, up 20.88% year to date, so the market is pricing regulatory friction.
The Virginia State Corporation Commission Decides Everything Watch the 12 to 18 month approval window and the $2.25 billion in promised customer bill credits. Virginia regulators remember NextEra’s $150 million Florida political interference settlement. CVOW cost recovery, the July 4, 2026 clean-energy tax-credit deadline, and the $2.24 billion termination fee matter more than the next quarterly earnings report.
Why I Lean Toward Dominion Here Dominion offers the cleaner setup today on the numbers. Holders currently see a 3.84% yield and a roughly 10% spread to the $76 implied deal price while regulators work. If the deal closes, you convert into NextEra shares at a baked-in ratio. If it breaks, Dominion still owns the Loudoun corridor every hyperscaler needs. NextEra’s profile fits an 8%+ growth thesis with exposure to integration friction, share issuance, and the Virginia political fight. NEE’s path likely stays choppy until the SCC signals its hand.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and NextEra Energy didn't make the cut. Grab the names FREE today.
NEW YORK, July 01, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Verra Mobility Corporation (NASDAQ: VRRM) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Verra securities between February 24, 2026 and May 26, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/VRRM.
Verra Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants misrepresented the nature and stability of Verra’s relationship with Avis Budget Group (“Avis”), including the likelihood of securing a contract extension; Defendants downplayed the risk that major rental car companies, including Avis, could replace Verra’s services with in-house solutions or alternative third-party providers; and as a result, Defendants’ statements about the Company’s business, operations, and prospects were materially false and misleading at all relevant times. What's Next for Verra Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/VRRM. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Verra you have until August 4, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Verra Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Verra Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
LOS ANGELES, July 01, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming August 4, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Verra Mobility Corporation (“Verra” or the “Company”) (NASDAQ: VRRM) common stock between February 24, 2026 and May 26, 2026, inclusive (the “Class Period”).
IF YOU SUFFERED A LOSS ON YOUR VERRA INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS.
What Happened?
On May 26, 2026, Verra disclosed that it had received a termination notice from Avis Budget Group regarding its contract. The Company accordingly lowered its full year 2026 financial outlook.
On this news, Verra’s stock price fell $9.23, or 70.6%, to close at $3.85 per share on May 27, 2026, thereby injuring investors.
On June 1, 2026, Verra announced that its President and Chief Executive Officer had been terminated as “the Board determined that a change in leadership [was] needed[.]”
What Is The Lawsuit About?
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Verra’s optimistic plan for continued growth in its Commercial Services business was dependent on its relationship with Avis, and in particular obtaining a contract extension with Avis Budget; (2) the Company minimized concerns that major RACs could replace Verra with in-house solutions or outsourced alternatives, making Verra’s 2026 full year guidance increasingly unlikely to be met; and (3) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
If you purchased or otherwise acquired Verra common stock during the Class Period, you may move the Court no later than August 4, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
If you inquire by email, please include your mailing address, telephone number and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.
San Francisco, California--(Newsfile Corp. - July 1, 2026) - Hagens Berman (HBSS), a securities litigation leader, is broadening its investigation into Verra Mobility Corp. (NASDAQ: VRRM) following the company's disclosure of an abrupt leadership transition. The news comes in the wake of a securities action suit stemming from the catastrophic loss of a major contract.
On June 1, 2026, Verra Mobility announced that long-time CEO David Roberts has abruptly stepped down, ending a 12-year tenure. This departure follows a volatile period for the company, initiated by the unexpected termination of a key contract with Avis Budget Group-a move that wiped out approximately $1.4 billion in shareholder value.
The Board of Directors has appointed former Chief Transformation and Legal Officer Jon Keyser as interim President and CEO while retaining a global search firm for a permanent replacement. Hagens Berman is investigating whether the departure is causally related to the allegations in the securities class action suit.
Verra Mobility Corporation (VRRM) Securities Class Action:
The complaint alleges Verra made false and misleading statements and did not disclose important information to investors about the true state of the Verra/Avis relationship and the likelihood of Verra receiving an Avis contract renewal.
The truth allegedly emerged on May 26, 2026, when Verra disclosed that it received a termination notice effective September 2026 from Avis regarding the companies' contract, that it is taking immediate actions to cut costs, adapt operations, and reposition its business, and revised its 2026 outlook that significantly deviated from that given just twenty days prior.
Verra also revealed that it was reviewing the parties' negotiations and handling of confidential information.
The news promptly sent the price of Verra shares 70% crashing lower on May 27, 2026, amputating $1.4 billion from the company's market capitalization in a single day.
View our latest video summary of the allegations: youtu.be/FVEw5XACoGA
"Our investigation is focused on the extent to which and when Verra and its executives knew that renegotiations with Avis were far from constructive, as the May 26 surprise reveals," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Verra and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.
If you'd like more information and answers to other frequently asked questions about the Verra case and the firm's investigation, read more.
Whistleblowers: Persons with non-public information regarding Verra should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
# # #
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303621
Source: Hagens Berman Sobol Shapiro LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Investors with an interest in Utility - Electric Power stocks have likely encountered both ENGIE - Sponsored ADR (ENGIY) and Pinnacle West (PNW). But which of these two companies is the best option for those looking for undervalued stocks?
It has been about a month since the last earnings report for Credo Technology Group Holding Ltd. (CRDO - Free Report) . Shares have added about 18.8% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Credo Technology Group due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Credo Technology Group Holding Ltd. before we dive into how investors and analysts have reacted as of late.
Credo's Q4 Earnings & Revenue BeatCredo Technology reported fourth-quarter fiscal 2026 non-GAAP diluted earnings per share of $1.16, which beat the Zacks Consensus Estimate of $1.03 by 12.6%. GAAP diluted earnings rose to 88 cents from 20 cents in the prior-year quarter.
Revenues surged 157% year over year to $437 million and surpassed the consensus mark of $430.1 million by 1.6%. The upside was driven by strong AI connectivity demand, with the top four end customers each contributing at least 10% of revenues.
Management said fourth-quarter revenues exceeded the company’s total fiscal 2025 revenues, highlighting the speed of the current AI infrastructure ramp. Fiscal 2026 revenues surpassed $1.3 billion, more than tripling year over year.
The company’s portfolio is positioned around high-speed copper and optical interconnects that help large AI clusters improve reliability, power efficiency and signal integrity. Management noted that connectivity has become a critical constraint as clusters scale from tens of thousands to hundreds of thousands of GPUs.
AECs remained a key growth engine. In addition to AEC, CRDO is now focusing on the IC portfolio (retimers and DSPs). The company expects mid-single-digit sequential growth in the first half of fiscal 2027, followed by a stronger second-half acceleration buoyed by its optical portfolio. Management projects more than $600 million in optical revenues, with ZeroFlap optics, silicon photonics PICs and optical DSPs each contributing more than $100 million. This is expected to support more than 80% year-over-year revenue growth for the full year.
The acquisition of Dust Photonics strengthens Credo’s high-speed optical connectivity portfolio with silicon photonics PIC technology. The deal adds advanced technology, including 800G and 1.6T solutions, and would aid in developing upcoming 3.2T solutions.
Margins Reflect Strong Operating LeverageNon-GAAP gross profit was $298.4 million in the fourth quarter compared with $114.5 million in the year-ago period. Non-GAAP gross margin expanded to 68.3% from 67.4% a year earlier.
Non-GAAP operating expenses increased to $81.7 million from $52 million in the prior-year quarter. The increase reflected continued investment in research and development. Non-GAAP operating income rose to $216.7 million from $62.5 million. Non-GAAP net margin reached 51.9% in the fiscal fourth quarter, underscoring the company’s ability to convert top-line growth into bottom-line profitability.
For fiscal 2026, the company reported a non-GAAP gross margin of 68.1%, improving by 310 basis points year over year, while operating margins expanded significantly to 47.8%.
Cash Flow NumbersCash flow from operations was a record $182.2 million in the quarter. Capital expenditures were $4.8 million, resulting in free cash flow of $177.5 million. Credo ended the quarter with cash, cash equivalents and short-term investments of $1.4 billion, up from $431.3 million at the end of the year-ago period.
Outlook Points to Continued ExpansionFor the first quarter of fiscal 2027, Credo expects revenues of $465-$475 million. Non-GAAP gross margin is projected between 67% and 69%, while non-GAAP operating expenses are expected in the range of $86-$90 million.
For fiscal 2027, management expects more than 80% year-over-year revenue growth. The company anticipates non-GAAP gross margin to remain broadly consistent with fiscal 2026 levels and non-GAAP operating expenses to rise approximately 50%, well below the expected revenue growth rate.
Four hyperscalers each contributed 10% or more of total revenues in the last reported quarter, with the top three customers representing 34%, 27% and 16% of revenues. Beyond the traditional hyperscalers, Credo is also seeing increasing demand from emerging Neocloud providers.
Credo continues to expect that three to four customers will account for more than 10% of revenues in the upcoming quarters.
How Have Estimates Been Moving Since Then?It turns out, estimates review have trended upward during the past month.
The consensus estimate has shifted 18.12% due to these changes.
VGM ScoresAt this time, Credo Technology Group has a nice Growth Score of B, however its Momentum Score is doing a bit better with an A. However, the stock has a score of F on the value side, putting it in the fifth quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Credo Technology Group has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry PlayerCredo Technology Group is part of the Zacks Electronics - Semiconductors industry. Over the past month, Marvell Technology (MRVL - Free Report) , a stock from the same industry, has gained 2.4%. The company reported its results for the quarter ended April 2026 more than a month ago.
Marvell reported revenues of $2.42 billion in the last reported quarter, representing a year-over-year change of +27.6%. EPS of $0.80 for the same period compares with $0.62 a year ago.
Marvell is expected to post earnings of $0.93 per share for the current quarter, representing a year-over-year change of +38.8%. Over the last 30 days, the Zacks Consensus Estimate has changed -1.5%.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Marvell. Also, the stock has a VGM Score of F.
Key Takeaways AXON's Software & Services revenues rose 35% in Q1 2026, driven by growth in network users.Software growth is fueled by digital evidence management, software adoption and premium add-on demand.Dedrone platform revenues grew about 300% as Axon launched the upgraded Dedrone C2 platform. Axon Enterprise, Inc. (AXON - Free Report) is benefiting from persistent strength in its Software & Services segment. In the first quarter of 2026, the segment’s revenues increased 35% year over year, driven by an increase in the aggregate number of users to the Axon network.
Growing popularity for the company’s digital evidence management and higher adoption of its latest software offerings are driving the segment’s growth. Also, strong demand for premium add-on features is aiding the segment. Existing customers are consistently returning to purchase additional services, reflecting strong customer satisfaction and engagement. This ongoing expansion supports a growing base of annual recurring revenues (ARR).
Given the rising global demand for Counter-Unmanned Aircraft Systems (CUAS), Axon is also witnessing strong momentum in its Dedrone platform. Revenues from the Dedrone platform saw robust growth of about 300% year over year in first-quarter 2026. The company also recently launched Dedrone C2, an upgraded version of the platform. This C2 version comes with enhanced sensor fusion technology, offering stronger detection capabilities.
Strong customer alignment, increased adoption across sectors and continuous product innovation led Axon to issue bullish guidance for 2026. The company currently expects revenues to increase approximately 30-32% year over year compared with 27-30% guided earlier.
Segment Performance of AXON's PeersAmong its major peers, Kratos Defense & Security Solutions, Inc. (KTOS - Free Report) Government Solutions segment’s first-quarter 2026 revenues increased 20.4% year over year to $288.4 million. Higher sales of Kratos’ Defense and Rocket Support, Turbine Technologies and Microwave Products units aided the results. Kratos Defense derived 77.7% of its total revenues from this segment during the quarter.
Its another peer, Woodward, Inc.’s (WWD - Free Report) Industrial business segment reported net sales of $387 million in the second quarter of fiscal 2026, up 20% year over year. Woodward generated 35% of its total sales from this segment in the quarter. The revenue growth for Woodward’s Industrial business segment was driven by higher demand for power generation equipment and services, along with favorable conditions in marine transportation and steady investment in parts of oil and gas.
AXON’s Price Performance, Valuation and EstimatesShares of Axon have gained 14.4% in the past month against the industry’s decline of 0.2%.
Image Source: Zacks Investment Research
From a valuation standpoint, AXON is trading at a forward price-to-earnings ratio of 60.72X, above the industry’s average of 48.00X. Axon carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for AXON’s 2026 earnings has increased 15.6% over the past 60 days.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
NEW YORK, July 01, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Calix, Inc. (NYSE: CALX) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Calix securities between January 28, 2026 and April 21, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/CALX.
Calix Case Details
The Complaint alleges that throughout the Class Period, defendants failed to disclose to investors:
(1)the Company’s first quarter margins had significantly benefited from advanced purchasing of memory components;(2)that the Company’s advanced supply of memory components was dwindling;(3)that, as a result, the Company was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and(4)that, as a result of the foregoing, Defendants’ positive statements about the Company’s margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
What's Next for Calix Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/CALX. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Calix you have until July 27, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Calix Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Calix Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Contact Info
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Leveraging the Calix One platform, Alaska Communications Systems delivers exceptional subscriber experiences across markets—driving 193 percent small business subscriber growth with SmartBiz and winning strategic multi-dwelling unit (MDU) market opportunities with SmartMDU
SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) announced today that Alaska Communications Systems (ACS) is extending their investment in the Calix One™ platform, adopting SmartMDU™ to broaden their SmartLife™ managed services portfolio. This builds on their success serving residential (SmartHome™) and small business (SmartBiz™) subscribers. With these managed services on Calix One, ACS is transforming operations to accelerate the delivery of differentiated experiences—enabling their team to compete and win across multiple markets.
"Our Calix SmartBiz success gave us the foundation to simplify delivery and drive adoption at scale, and extend that approach into SmartMDU as new opportunities came into focus," said Cindy Christopher, senior director of sales at ACS.
ShareBuilding on a strong partnership with Calix, ACS continues to drive rapid growth by:
Winning a large-scale multi-unit housing bid and opening significant MDU opportunities. ACS secured an agreement focused on subscriber success by showcasing instant activation, self-service upgrades, and reduced truck rolls. ACS is also using flexible monetization models, property-level management tools, and support for long-term agreements to grow into other MDUs.Increasing SmartBiz adoption 193 percent after bundling secure managed Wi-Fi into every small business plan. By making SmartBiz a standard component of all small business service plans, ACS streamlined sales, eliminated decision friction, and scaled adoption while improving service delivery.Becoming Alaska’s first and only Wi-Fi 7 provider to deliver differentiated, always-on experiences. Powered by SmartHome and GigaSpire® appliances, ACS enables secure, high-performance Wi-Fi for streaming, gaming, and remote work, ensuring consistent, high-quality connectivity across Alaska’s rugged terrain, urban centers, remote communities, and widely dispersed homes and businesses.Cindy Christopher, senior director of sales at Alaska Communications Systems, said: “We realized early that offering connectivity alone wasn’t enough to compete—we needed a more compelling, experience-driven approach for our subscribers. With Calix, we deliver SmartBiz as a Wi-Fi solution that gives our small business subscribers secure, reliable connectivity with simple, self-service control so they can focus on running their businesses while we handle complexity behind the scenes. That success gave us the foundation to simplify delivery and drive adoption at scale, and extend that approach into SmartMDU as new opportunities came into focus.”
John Durocher, chief operating officer at Calix, said: “In today’s broadband market, subscriber expectations are moving fast. Providers need more than new services; they need a strategy for turning demand into repeatable execution across offer design, activation, support, and ongoing engagement. The Calix One platform gives teams a single operating foundation to standardize how managed services are launched, delivered, and scaled, reducing complexity while improving speed and consistency. Alaska Communications is demonstrating how this approach enables providers to quickly and cost-effectively enter, serve, and support residential, business, and MDU markets—and turn them into sustained growth.”
Learn how SmartMDU enables providers to optimize service delivery and turn MDU opportunities into repeatable growth.
About Calix
Calix, Inc. (NYSE: CALX) is an AI platform company that enables service providers to transform their operations and accelerate delivery of differentiated experiences—so they can compete and win in the markets and communities they serve.
Through the AI-native Calix One platform, service providers can securely and privately activate agentic AI alongside their human teams to acquire new subscribers, grow existing subscriber revenue, and build loyalty across residential, business, municipal, and MDU markets. More than 1,200 customers of all sizes leverage the Calix One platform, which has evolved over 15 years at an investment of more than $2 billion.
Calix innovation cycles are underpinned by a strong financial balance sheet and a people-first culture that routinely earns broad industry recognition—winning 81 culture and innovation awards since 2025 alone, as well as Fortune’s 100 Best Companies to Work For® in 2026.
This press release contains forward-looking statements that are based upon management’s current expectations and are inherently uncertain. Forward-looking statements are based upon information available to us as of the date of this release, and we assume no obligation to revise or update any such forward-looking statement to reflect any event or circumstance after the date of this release, except as required by law. Actual results and the timing of events could differ materially from current expectations based on risks and uncertainties affecting Calix’s business. The reader is cautioned not to rely on the forward-looking statements contained in this press release. Additional information on potential factors that could affect Calix’s results and other risks and uncertainties are detailed in its quarterly reports on Form 10-Q and Annual Report on Form 10-K filed with the SEC and available at www.sec.gov.
Calix and the Calix logo are trademarks or registered trademarks of Calix and/or its affiliates in the U.S. and other countries. A listing of Calix’s trademarks can be found at https://www.calix.com/legal/trademarks.html. Third-party trademarks mentioned are the property of their respective owners.
Floor & Decor stock is showing improving technical momentum as the housing market begins to stabilize and home improvement names regain leadership. (Bridget Bennett/Bloomberg)
The housing market is beginning to show signs of renewed strength, creating opportunities beyond the homebuilders themselves. As activity improves, companies tied to home construction, remodeling, and renovation could also benefit from increased demand. One such name is Floor & Decor, a leading specialty retailer that may be well positioned to participate in a broader housing recovery.
Since the release of ChatGPT in November 2022, Nvidia stock has surged by over 1,090%, helping make it one of the most valuable artificial intelligence (AI) stocks around. Now hyperscalers are facing bottlenecks in power and equipment and are scrambling to secure reliable energy.
One company making headlines in recent weeks for its partnership with Nvidia to power next-generation AI factories is Fluence Energy (FLNC 5.13%). Could Fluence be the next big AI winner? Let's dive into the company and its new partnership to find out.
Image source: Getty Images.
Fluence's partnership with Nvidia could be a game changer Established in 2018 as a joint venture between Siemens and global independent power producer AES Corp., Fluence went public in 2021. The company offers modular, utility-scale battery energy storage systems (BESS) for commercial, utility, and industrial customers, along with software optimization tools to stabilize electrical grids.
Because high-density AI computing workflows place highly volatile load demands on power infrastructure, hyperscale data centers are vulnerable to severe voltage drops. On top of this, hyperscalers face multiyear delays in utility interconnections to the power grid. As a result, Fluence's quick-to-deploy, containerized battery system enables data centers to power massive facilities ahead of traditional public transmission line upgrades.
On June 1, Fluence Energy, along with Siemens and nVent Electric, partnered with Nvidia to provide industrial power and electrical architecture to power Nvidia's next-generation AI factories. Fluence's Smartstack architecture will be integrated within Siemens' AI data center reference architecture blueprint for Nvidia's advanced DSX Vera Rubin NVL72 AI factory platform. Fluence's battery system will act as a shock absorber, using software to handle severe load fluctuations and provide supply voltage and frequency ride-through protection for sensitive GPU clusters against disruptions.
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Barclays analyst Christine Cho notes this could open up a massive new sales channel for Fluence Energy. The move could rerate Fluence stock, not only for its growth but also for its high-margin, recurring software platform, which could help margins grow long-term.
Is Fluence stock right for you? Buying Fluence today carries risks, primarily due to fierce competition from Tesla and other domestic automotive manufacturers repurposing underutilized factory space for utility-scale grid battery storage. Other risks include its cash burn over the years and low gross margin amid heightening competition.
That said, Fluence Energy's deal with Nvidia incorporates its technology into the design of new AI factories, and the move could give the stock a much-needed boost after years of negative free cash flow. Analysts covering the stock think its earnings could improve as soon as 2027, thanks to this new growth avenue.
Investors must balance the risks of rising competition with the potential rewards of long-term growth and margin expansion from this partnership with Nvidia. For that reason, the stock is best suited to aggressive investors bullish on the long-term outlook for Fluence's energy solutions business.
Courtney Carlsen has positions in Fluence Energy and Nvidia. The Motley Fool has positions in and recommends Fluence Energy, Nvidia, and Tesla. The Motley Fool recommends Barclays Plc and Siemens Energy Ag. The Motley Fool has a disclosure policy.
, /PRNewswire/ -- Kyndryl (NYSE: KD), a leading provider of mission-critical enterprise technology services, today announced that it will release results for the quarter ended June 30, 2026, the first quarter of its 2027 fiscal year, on Wednesday, August 5, 2026 at approximately 7:00 a.m. ET, and at 8:30 a.m. ET Chairman and Chief Executive Officer Martin Schroeter and Interim Chief Financial Officer Harsh Chugh will host an earnings conference call and webcast.
The live webcast can be accessed by visiting investors.kyndryl.com on Kyndryl's investor relations website. A slide presentation will be made available on Kyndryl's investor relations website before the call on August 5, 2026. Following the event, replays will be available via webcast for twelve months at investors.kyndryl.com.
About Kyndryl
Kyndryl (NYSE: KD) is a leading provider of mission-critical enterprise technology services, offering advisory, implementation and managed service capabilities to thousands of customers in more than 60 countries. As the world's largest IT infrastructure services provider, the Company designs, builds, manages and modernizes the complex information systems that the world depends on every day. For more information, visit www.kyndryl.com.
NEW YORK, July 01, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against FS KKR Capital Corp. (NYSE: FSK) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired FS KKR Capital securities between May 8, 2024 and February 25, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/FSK.
FS KKR Capital Case Details
The Complaint alleges that throughout the Class Period, Defendants failed to disclose to investors that:
(1) the Company overstated the effectiveness of its portfolio restructuring efforts for its nonaccrual companies;
(2) the Company overstated the valuation of its portfolio investments and/or overstated the effectiveness of the Company’s portfolio valuation process;
(3) the Company overstated the durability of its quarterly distribution strategy; and
(4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
What's Next for FS KKR Capital Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/FSK. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in FS KKR Capital you have until July 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to FS KKR Capital Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for FS KKR Capital Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Bronstein, Gewirtz & Grossman, LLC
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, /PRNewswire/ -- Fulton Financial Corporation ("Fulton") (Nasdaq: FULT) today announced that it will distribute its second quarter 2026 earnings release and accompanying charts on Wednesday, July 22, at approximately 4:30 p.m. Eastern Time.
Fulton will host a conference call with analysts on Thursday, July 23, at 10 a.m. Eastern Time. Curt Myers, Chairman, CEO and President, will host the call. He will be joined by Rick Kraemer, Senior Executive Vice President and CFO.
The link to the webcast of this call can be found at https://investor.fultonbank.com. Participants can also access the audio-only webcast at: https://edge.media-server.com/mmc/p/pw9xpnze.
Fulton, a $34 billion Lancaster, Pa.-based financial holding company, has more than 3,400 employees and operates more than 200 financial centers in Pennsylvania, New Jersey, Maryland, Delaware and Virginia through Fulton Bank, N.A. and Blue Foundry Bank. Additional information on Fulton can be found at https://investor.fultonbank.com.
Media Contact: Rachel Sharkey (717) 291-2831
Investor Contact: Patrick Lafferty (717) 327-2556
The Zacks Leisure and Recreation Services continues to face pressure from cautious discretionary spending amid persistent inflation and macroeconomic uncertainty. Elevated labor costs and higher interest expenses remain key challenges, weighing on margins and limiting investment capacity for some operators. However, companies are benefiting from ongoing digital initiatives, strategic partnerships and operational efficiencies that are supporting profitability. Robust demand for live entertainment, resilient cruise bookings and steady leisure travel trends continue to provide a solid tailwind for the industry. Firms such as Life Time Group Holdings, Inc. (LTH - Free Report) , Atour Lifestyle Holdings Limited (ATAT - Free Report) , Lindblad Expeditions Holdings, Inc. (LIND - Free Report) and The Marcus Corporation (MCS - Free Report) are likely to benefit from the trends mentioned above.
Industry Description The Zacks Leisure and Recreation Services industry comprises various recreation providers, such as cruise, entertainment and media owners, golf-related leisure and entertainment venue businesses and theme park makers, resort operators and event organizers. Some industry players have ski and sports businesses, while some operate health and wellness centers onboard cruise ships and at destination resorts. Many companies are engaged in hospitality and related businesses. A few industry participants also provide weight management products and services. These companies primarily thrive on overall economic growth, which fuels consumer demand for products. Demand, which is highly dependent on business cycles, is driven by a healthy labor market, rising wages and growing disposable income.
5 Trends Shaping the Leisure & Recreation Services Industry's Future Macroeconomic Pressure and Cautious Consumer Spending: The industry remains highly sensitive to economic conditions. Persistent inflation and macroeconomic uncertainty have made consumers more selective in their discretionary spending. While demand for premium travel and experiences has remained resilient, some households continue to moderate spending on leisure and recreation, affecting attendance and customer spending in certain segments.
Rising Labor and Operating Costs: Leisure and recreation businesses remain labor-intensive, with elevated wages and ongoing labor costs weighing on profitability. In addition, expenses related to utilities, food, maintenance and marketing continue to increase. These cost pressures are squeezing margins and encouraging companies to improve operating efficiency while selectively passing higher costs on to consumers.
Robust Demand Supports Cruise Operators: Cruise operators continue to benefit from healthy consumer demand, strong booking trends and resilient pricing across North American and European itineraries. Higher onboard spending and premium offerings are also supporting revenue growth and profitability.
Digital Tools Improving Engagement: Companies continue to invest in online booking platforms, mobile applications and personalized marketing to enhance customer engagement. At the same time, data analytics and automation are improving staffing, scheduling and capacity management, helping operators boost efficiency and support margins.
Premium Experiences and Membership Models Drive Revenues: Leisure operators are expanding premium offerings, bundled packages and membership programs to increase customer spending and strengthen loyalty. These higher-value experiences and recurring revenue models help improve profitability while reducing reliance on volume growth alone.
Macroeconomic Pressure and Cautious Consumer Spending: The industry remains highly sensitive to economic conditions. Persistent inflation and macroeconomic uncertainty have made consumers more selective in their discretionary spending. While demand for premium travel and experiences has remained resilient, some households continue to moderate spending on leisure and recreation, affecting attendance and customer spending in certain segments.
Rising Labor and Operating Costs: Leisure and recreation businesses remain labor-intensive, with elevated wages and ongoing labor costs weighing on profitability. In addition, expenses related to utilities, food, maintenance and marketing continue to increase. These cost pressures are squeezing margins and encouraging companies to improve operating efficiency while selectively passing higher costs on to consumers.
Robust Demand Supports Cruise Operators: Cruise operators continue to benefit from healthy consumer demand, strong booking trends and resilient pricing across North American and European itineraries. Higher onboard spending and premium offerings are also supporting revenue growth and profitability.
Digital Tools Improving Engagement: Companies continue to invest in online booking platforms, mobile applications and personalized marketing to enhance customer engagement. At the same time, data analytics and automation are improving staffing, scheduling and capacity management, helping operators boost efficiency and support margins.
Premium Experiences and Membership Models Drive Revenues: Leisure operators are expanding premium offerings, bundled packages and membership programs to increase customer spending and strengthen loyalty. These higher-value experiences and recurring revenue models help improve profitability while reducing reliance on volume growth alone.
Zacks Industry Rank Indicates Dull Prospects The Zacks Leisure and Recreation Services industry is grouped within the broader Zacks Consumer Discretionary sector. The industry carries a Zacks Industry Rank of #195, placing it in the bottom 21% of 246 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bright, near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by more than two to one.
The industry’s position in the top 50% of the Zacks-ranked industries results from a positive earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are gradually losing confidence in the group’s earnings growth potential.
Before we present a few stocks that investors can consider, let us analyze the industry’s recent stock-market performance and valuation picture.
Industry Outperforms the Sector The Zacks Leisure and Recreation Services industry has underperformed the Zacks S&P 500 composite but outperformed its sector in the past year. Stocks in the industry have collectively grown 4.2% in the past year against the broader sector’s decline of 15.3%. The S&P 500 has risen 23.7% in the same time frame.
1-Year Price Performance
Valuation Based on the forward 12-month P/S, the industry trades at 2.67X compared with the S&P 500’s 5.06X and the sector’s 2.35X. In the past five years, the industry has traded as high as 4.64X and as low as 1.80X, the median being 2.31X, as the charts show.
P/S Ratio (F12M) Compared With S&P
4 Leisure & Recreation Services Stocks to Keep an Eye On Atour Lifestyle Holdings: The company is benefiting from resilient travel demand in China, steady expansion of its hotel network and a growing mix of managed hotels. Higher brand recognition, increasing membership engagement and strong growth in its retail business are further supporting revenue and earnings growth.
Shares of this Zacks Rank #1 (Strong Buy) company have declined 3.6% in the past year. The company’s sales and earnings in 2026 are likely to witness growth of 40.2% and 26.7%, respectively. You can see the complete list of today’s Zacks #1 Rank stocks here.
Price & Consensus: ATAT
Marcus: The company is benefiting from resilient demand for moviegoing and out-of-home entertainment, improving box office performance and steady attendance at its theaters and hotels.
Shares of this Zacks Rank #1 company have gained 37.2% in the past year. In 2026, MCS’ sales and earnings are expected to witness year-over-year growth of 5.7% and 722.2%, respectively.
Price & Consensus: MCS
Life Time Group Holdings: The company is benefiting from resilient demand for premium fitness and wellness services, higher membership dues and increased spending on in-center offerings. Continued club expansion, growing digital engagement and operational efficiencies are further supporting revenue growth and profitability.
Shares of this Zacks Rank #2 (Buy) company have surged 39.3% in the past year. In 2026, LTH’s sales and earnings are expected to witness year-over-year growth of 11.2% and 17.5%, respectively.
Price & Consensus: LTH
Lindblad Expeditions Holdings: The company is benefiting from strong demand for expedition travel, healthy booking trends and premium pricing. Fleet expansion, higher occupancy and increased demand for experiential and adventure tourism are supporting revenue growth and improving profitability.
Shares of this Zacks Rank #2 company have jumped 123.5% in the past year. In 2026, LIND’s sales and earnings are expected to witness year-over-year growth of 10.1% and 130.8%, respectively.
A month has gone by since the last earnings report for SAIC (SAIC - Free Report) . Shares have lost about 2.6% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is SAIC due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Science Applications International Corporation before we dive into how investors and analysts have reacted as of late.
Science Applications' Q1 Earnings Beat Expectations, Revenues Rise Y/YScience Applications International reported better-than-expected results for the first quarter of fiscal 2027, wherein both top and bottom lines surpassed the Zacks Consensus Estimate.
SAIC’s non-GAAP earnings of $3.23 per share beat the Zacks Consensus Estimate of $2.26 by 42.9%. The bottom line increased 68.2% from the year-ago quarter’s earnings of $1.92.
Science Applications' fiscal first-quarter revenues increased 1.5% year over year to $1.91 billion and surpassed the Zacks Consensus Estimate of $1.78 billion by 6.9%.
SAIC’s Q1 in DetailSegment-wise, revenues from Defense and Intelligence, which accounted for 76.9% of revenues, totaled $1.47 billion and increased 2.3% year over year. Civilian revenues, which constitute 23.1% of revenues, totaled $440 million and decreased 0.9% year over year.
Net bookings were approximately $2.1 billion in the first quarter, which reflected a book-to-bill ratio of 1.1. The company’s trailing 12-month book-to-bill ratio was 1.0 at the end of the fiscal first quarter. SAIC’s estimated backlog at the end of the quarter was approximately $22.9 billion. Of the total backlog amount, approximately $3.7 billion was funded.
Selling, general and administrative (SG&A) expenses decreased 6.7% to $83 million. SG&A expenses, as a percentage of revenues, declined to 4.4% from 4.7% in the year-ago quarter.
Non-GAAP operating income increased year over year to $221 million from the year-ago quarter’s operating income of $158 million. The non-GAAP operating margin expanded 320 basis points (bps) year over year to 11.6%.
Adjusted EBITDA rose 41% to $222 million. Adjusted EBITDA margin for the quarter was 11.6% compared with 8.4% in the prior-year quarter.
Balance Sheet & Cash Flow Details of SAICScience Applications ended the fiscal first quarter with cash and cash equivalents of $109 million, significantly down from the previous quarter’s $182 million.
As of May 1, 2026, Science Applications’ long-term debt (net of the current portion) was $2.46 billion compared with $2.47 billion as of Jan. 30, 2026.
The company generated operating and free cash flows of $127 million and $118 million, respectively, in the fiscal first quarter.
During the fiscal first quarter, Science Applications repurchased shares worth $175 million and paid $17 million in dividends.
SAIC Provides Fiscal 2027 GuidanceScience Applications expects fiscal 2027 revenues between $7 billion and $7.2 billion.
Adjusted EBITDA is anticipated to be in the range of $720-$730 million, up from the earlier guidance of $705-$715 million. Adjusted EBITDA margin is expected to be in the band of 10.1-10.3%, up from the previous guided range of 9.9-10.1% band.
The company forecasts adjusted EPS in the range of $9.90-$10.10, up from the earlier guidance of $9.50-$9.70.
Science Applications estimates free cash flow for fiscal 2027 to exceed $600 million.
How Have Estimates Been Moving Since Then?It turns out, fresh estimates have trended downward during the past month.
VGM ScoresAt this time, SAIC has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with a D. However, the stock was allocated a score of A on the value side, putting it in the top 20% for this investment strategy.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, SAIC has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Investors interested in Schools stocks are likely familiar with Strategic Education (STRA - Free Report) and Lincoln Educational Services Corporation (LINC - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
Right now, Strategic Education is sporting a Zacks Rank of #2 (Buy), while Lincoln Educational Services Corporation has a Zacks Rank of #3 (Hold). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that STRA has an improving earnings outlook. But this is just one factor that value investors are interested in.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
STRA currently has a forward P/E ratio of 10.64, while LINC has a forward P/E of 63.70. We also note that STRA has a PEG ratio of 0.71. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. LINC currently has a PEG ratio of 4.25.
Another notable valuation metric for STRA is its P/B ratio of 1.06. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, LINC has a P/B of 7.95.
These metrics, and several others, help STRA earn a Value grade of A, while LINC has been given a Value grade of D.
STRA has seen stronger estimate revision activity and sports more attractive valuation metrics than LINC, so it seems like value investors will conclude that STRA is the superior option right now.
LOS ANGELES, July 01, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming August 3, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Badger Meter, Inc. (“Badger Meter” or the “Company”) (NYSE: BMI) common stock between April 18, 2024 and April 16, 2026, inclusive (the “Class Period”).
IF YOU SUFFERED A LOSS ON YOUR BADGER METER INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS.
What Happened?
On July 22, 2025, Badger Meter released its second quarter 2025 financial results, reporting below-consensus earnings, revenue growth decline, and margin deterioration. The Company also expected that “absolute sales [would] decline sequentially in the third quarter of 2025.”
On this news, Badger Meter’s stock price fell $40.42, or 16.5%, to close at $204.80 per share on July 22, 2025, thereby injuring investors.
Then, on January 28, 2026, Badger Meter released its fourth quarter 2025 financial results, revealing missed revenue expectations and a “6% sequential decline in utility water sales” due to “previously communicated project pacing effects.”
On this news, Badger Meter’s stock price fell $18.09, or 11%, to close at $146.32 per share on January 28, 2026.
Then, on April 17, 2026, Badger Meter released its first quarter 2026 results, disclosing that total sales were “9% lower than the prior year,” “[u]tility water sales declined 10% year-over-year,” “[o]perating earnings of $35.2 million, with an operating margin of 17.4%, compared to operating earnings of $49.4 million and an operating margin of 22.2% in the prior year,” and “[d]iluted earnings per share (EPS) of $0.93, down from $1.30 in the first quarter of 2025.” The Company cited “project timing” and “softer short-cycle municipal customer ordering.”
On this news, Badger Meter’s stock price fell $36.75, or 24.1%, to close at $115.54 per share on April 17, 2026, thereby injuring investors further.
What Is The Lawsuit About?
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Badger Meter’s financial results during the Class Period were at least partially attributable to the Company’s practice of pulling-forward customer orders to recognize revenue early, which concealed weakening demand and deteriorating near-term order trends; (2) this practice also depleted revenue otherwise available for future periods, ultimately causing the disappointing financial results the Company later reported; and (3) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
If you purchased or otherwise acquired Badger Meter common stock during the Class Period, you may move the Court no later than August 3, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
If you inquire by email, please include your mailing address, telephone number and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.
If you sort all the top politicians with a portfolio of above $1 million using their annual gains, who do you expect at the top? Likely Nancy Pelosi, but that’s not the case. A Republican Senator named Ashley Moody has gained 310% in the past year using her portfolio.
Her portfolio and her (lack of) trades make everything stand out from everyone else’s.
Is this a new Nancy Pelosi on the other side of the aisle, or are her gains an artifact of a few lucky trades? Let’s take a look.
How Ashley Moody outperformed Moody’s last batch of trades was in April of last year as the market was recovering from the tariff crisis. She reported buying Ares Capital (NASDAQ:ARCC | ARCC Price Prediction), Howmet Aerospace (NYSE:HWM), Energy Transfer (NYSE:ET), JPMorgan Chase (NYSE:JPM), and Super Micro Computer (NASDAQ:SMCI).
Out of all these stocks, HWM is up the most, and it is only up 54% in the past year. Some have even collapsed, with SMCI stock down 41% in the past year.
A month earlier in March, she bought both Nvidia (NASDAQ:NVDA) and Eli Lilly (NYSE:LLY). NVDA stock is up 28% in the past year, with LLY up 53%. The biggest gains came from AMD, which Moody bought in late February. AMD stock is up 306% in the past year.
Is Moody the next Pelosi? Moody’s trades and gains are quite different from those of Nancy Pelosi. Nancy Pelosi herself does not make the trades attributed to her, and it’s instead her husband who makes these moves. Ashley Moody’s trades are “never approved or initiated” by her and are attributed to her because she was part of an extended family investment partnership managed by an adviser.
Moreover, Moody has been far less successful compared to the Pelosis. One year of outperformance is not enough compared to the sustained outperformance of the Pelosis’ portfolio over decades. These trades are even more hit-or-miss, since she owns several stocks (like SMCI) that are down 40-70% in the past year.
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She’s no longer trading Ashley Moody’s portfolio became awkwardly high-performing right as she presented herself as a reformer on congressional stock trading. She ended up exiting the family investment arrangement last year and wants a trading ban so members cannot even appear to profit from office.
Stock market trades with a politician’s name attached to it will always draw eyeballs, but she’s not going to build a reputation like Nancy Pelosi with one outlier year.
All that said, the public record does not show that she or the investment firm sold all the trades. If you like the moves made by whichever investment firm this is, you can still track her stocks, though this is unlikely to yield you an advantage. When people track Pelosi’s trades, they are following trades handpicked by her husband, who is a seasoned venture capitalist. Malice involved or not, following the Pelosi portfolio has historically put you in good hands.
When it comes to Moody’s portfolio, this is now a stale roster of stocks I wouldn’t mirror.
The three stocks I’d still buy from the portfolio Moody held solid names like AMD, NVDA, and HWM. I expect these three to continue outperforming in the coming years. AMD and Nvidia are making good use of the AI tailwinds, with AMD in particular still being rather undervalued if you take future AI CPU demand into account. Some analysts say AI CPUs will be needed just as much as AI GPUs are today. AMD could be a multibagger if the buildout reaches this stage without a hiccup.
As for Howmet Aerospace, this company is already seeing significant tailwinds from high military spending. The U.S. is expected to spend well above a trillion on its military, with other NATO members collectively bumping up their spending towards a new target of 5% of their GDPs. A plurality of military spending goes into aerospace.
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Howmet Aerospace Inc.’s (HWM - Free Report) shares have surged 52.6% in the past year, outpacing the industry and the S&P 500, which have returned 7.1% and 24.6%, respectively. The company has also outshone its peers like Textron Inc. (TXT - Free Report) and RTX Corporation (RTX - Free Report) , which have returned 13.3% and 31.6%, respectively, over the same time frame.
HWM Outperforms the Industry, S&P 500 & Peers
Image Source: Zacks Investment Research
Closing at $268.86 in the last trading session, the stock is trading close to its 52-week high of $290.63 and significantly higher than its 52-week low of $169.45. It is trading above both its 50-day and 200-day moving averages, indicating solid upward momentum and confidence in the company's long-term prospects.
Let’s take a look at HWM’s fundamentals to better analyze how to play the stock.
Factors Driving HWM’s PerformanceThe strongest driver of Howmet Aerospace’s business at the moment is the persistent strength in its commercial aerospace market. In the first quarter of 2026, the company’s revenues from the commercial aerospace market increased 20% year over year (exceeding $1.2 billion), which accounted for 53% of its quarterly sales. Strong air travel activities have been positive for the company, as the increased usage of aircraft has driven spending on parts and products that it provides.
This uptick significantly benefited Howmet’s Engine Products segment, which reported a 29% year-over-year revenue increase in the first quarter. The sustained strength was attributed to solid momentum in the commercial aerospace, defense aerospace and gas turbine markets. Driven by strength across the commercial and defense aerospace markets, revenues from the Fastening Systems segment also increased 14% year over year.
Also, Boeing is witnessing a gradual production increase, particularly in the 737 MAX widebody aircraft, which is boosting demand for Howmet Aerospace’s products in the market. Healthy build rates at Airbus for A320 (narrowbody) and A350 (widebody) aircraft also hold promise for HWM’s engine spares demand.
Strong momentum in its defense aerospace market is also a positive for the company. Revenues from the defense aerospace market increased 10% year over year in first-quarter 2026. The surge in revenues was driven by the solid demand for engine spares, particularly related to the F-35 program, and an increase in orders for legacy fighter jet spares.
It's worth noting that the fiscal year 2026 Defense Appropriations Act was signed into law in February 2026, providing a strong budgetary allocation for defense. Such robust provisions set the stage for Howmet Aerospace, which remains focused on its defense business.
HWM’s measures to reward shareholders are encouraging. In the first three months of 2026, the company paid dividends of $48 million and repurchased shares worth $300 million. In August 2025, the company hiked its dividend by 20% to 12 cents per share (annually: 48 cents), marking its second dividend hike in 2025. Also, in July 2024, its board approved an increase in the share repurchase program by $2 billion to $2.487 billion of its common stock.
Howmet Aerospace is a key player in the aerospace and defense markets, alongside companies such as Textron and RTX Corp.
HWM’s Estimate RevisionsThe Zacks Consensus Estimate for HWM’s bottom line for 2026 has increased 7.7% in the past 60 days.
Image Source: Zacks Investment Research
ValuationHowmet Aerospace is trading at a forward 12-month price-to-earnings (P/E) ratio of 49.06X, much higher than the industry average of 33.28X. This elevated valuation could make the stock vulnerable to further pullbacks if market sentiment sours.
Image Source: Zacks Investment Research
In comparison with HWM’s valuation, its peers, Textron and RTX Corp., are trading cheaper. TXT and RTX are currently trading at 13.17X and 26.27X, respectively.
ConclusionStrength across both the commercial and defense aerospace markets, driven by solid aircraft build rates, strong engine spares demand and elevated defense spending, positions Howmet Aerospace well for sustained growth in the coming quarters. Supported by a healthy liquidity position, the company’s shareholder-friendly initiatives further enhance its investment appeal.
Despite its premium valuation, favorable analyst sentiment and strong growth prospects suggest that investors may consider this Zacks Rank #2 (Buy) stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Diodes (DIOD - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.
A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
As such, the Zacks rating upgrade for Diodes is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
For Diodes, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for DiodesThis semiconductor components maker is expected to earn $2.58 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for Diodes. Over the past three months, the Zacks Consensus Estimate for the company has increased 14.7%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Diodes to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of Piper Sandler Companies (PIPR - Free Report) and Moody's (MCO - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
Piper Sandler Companies has a Zacks Rank of #2 (Buy), while Moody's has a Zacks Rank of #3 (Hold) right now. This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that PIPR is likely seeing its earnings outlook improve to a greater extent. But this is only part of the picture for value investors.
Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.
The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.
PIPR currently has a forward P/E ratio of 15.83, while MCO has a forward P/E of 27.14. We also note that PIPR has a PEG ratio of 1.45. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. MCO currently has a PEG ratio of 2.44.
Another notable valuation metric for PIPR is its P/B ratio of 3.31. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, MCO has a P/B of 25.17.
These are just a few of the metrics contributing to PIPR's Value grade of B and MCO's Value grade of D.
PIPR sticks out from MCO in both our Zacks Rank and Style Scores models, so value investors will likely feel that PIPR is the better option right now.
MasTec (MTZ - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.
A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
As such, the Zacks rating upgrade for MasTec is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
For MasTec, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for MasTecThis utility contractor is expected to earn $8.90 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for MasTec. Over the past three months, the Zacks Consensus Estimate for the company has increased 3.5%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of MasTec to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
FactSet Research Systems Inc. (FDS) Q3 2026 Earnings Call July 1, 2026 9:00 AM EDT
Company Participants
Kevin Toomey - Head of Investor Relations
Sanoke Viswanathan - CEO & Director
Joshua Warren - Chief Financial Officer
Conference Call Participants
Ashish Sabadra - RBC Capital Markets, Research Division
Faiza Alwy - Deutsche Bank AG, Research Division
Alex Kramm - UBS Investment Bank, Research Division
Kelsey Zhu - Autonomous Research US LP
Manav Patnaik - Barclays Bank PLC, Research Division
Shlomo Rosenbaum - Stifel, Nicolaus & Company, Incorporated, Research Division
Surinder Thind - Jefferies LLC, Research Division
Yehuda Silverman - Morgan Stanley, Research Division
Andrew Nicholas - William Blair & Company L.L.C., Research Division
Keen Fai Tong - Goldman Sachs Group, Inc., Research Division
Jason Haas - Wells Fargo Securities, LLC, Research Division
Curtis Nagle - BofA Securities, Research Division
Presentation
Operator
Good day, and thank you for standing by. Welcome to the FactSet Third Quarter Earnings Call. [Operator Instructions] Please be advised that today's conference is being recorded.
I would now like to hand the conference over to your speaker today, Kevin Toomey, Head of Investor Relations. Please go ahead.
Kevin Toomey
Head of Investor Relations
Thank you, and good morning, everyone. Welcome to FactSet's Third Quarter Fiscal 2026 Earnings Call. Before we begin, the slides we reference during this presentation can be found through the webcast on the Investor Relations section of our website at factset.com. A replay of today's call will be available on our website. After our prepared remarks, we will open the call to questions.
The call is scheduled to last for 1 hour. To be fair to everyone, please limit yourself to one question. You may reenter the queue for additional follow-up questions, which we will take if time permits.
Before we discuss our results, I encourage all listeners to review the legal notice on Slide 2. Discussions on
