Track market-moving stories before they get noisy

Teladoc (TDOC) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

OXY's stronger ROE, cheaper valuation, earnings estimate growth and six-month share gains give it an edge over CVX.

Key Takeaways Globus Medical outpaced Medtronic in share gains and analyst price target upside over the past year. GMED posted strong Spine and Trauma growth, stayed debt-free and continued investing in R&D and new product. MDT expanded robotics and digital surgery, increased its dividend and returned $4.2 billion to shareholders. Over the past year, shares of Globus Medical (GMED - Free Report) and Medtronic (MDT - Free Report) have gained 46.1% and 7.6%, respectively, significantly outperforming the industry’s 9.6% decline. U.S. medical stocks offer strong structural growth prospects driven by an aging global population, rising chronic disease prevalence and rapid technological integration. 

Given these positives, Globus Medical posted revenue growth of 27% year over year in the first quarter. Medtronic experienced 9.9% year-over-year revenue growth in the fiscal fourth quarter. 

It is time for investors to assess whether this momentum can extend through 2026. Let’s find out.

Image Source: Zacks Investment Research

The Case for GMEDGlobus Medical is taking share in Musculoskeletal Solutions, supported by broad-based growth across its core categories. In the first quarter of 2026, U.S. Spine marked its third straight quarter of 10% growth, with double-digit growth cited across standard fixation, minimally invasive surgery pedicle screws, expandable transforaminal lumbar interbody fusion, anteriorlumbar interbody fusion, posterior cervical and cervical plating. 

International Spine also grew 16.4% in the first quarter. Trauma revenues increased 30.4%, aided by continued adoption of the core trauma line and the Precice limb lengthening portfolio, with ANTHEM Elbow continuing to exceed expectations. 

The company continues to invest in R&D and product cadence as core part of its competitive positioning. In the first quarter of 2026, R&D expenses were 4.8% of sales, with management expecting it to be 5-6% of net sales for the full year, with spend ramping methodically through the year as product efforts progress. 

Its early FDA 510(k) clearances for patient-specific lumbar spacers and rods reinforced its roadmap of linking planning software, enabling technologies and implants into one workflow. This launch activity complements the broader post-merger strategy of compressing development timelines and keeping the portfolio fresh across spine and orthopedics.

Globus Medical ended the first quarter of 2026 with $560.9 million of cash and cash equivalents and $68.9 million of short-term marketable securities. The company remains debt-free, which preserves the capacity to fund R&D, sales-force investments and manufacturing expansion without relying on external financing. Liquidity is also being replenished internally, with $202.4 million of operating cash flow generated in the quarter. This supports continued capital spending and buybacks alongside ongoing integration work.

The Case for MDTWithin Medtronic’s Medical Surgical portfolio, growth is supported by Hugo robotic-assisted surgery, Touch Surgery, Endoscopy and Acute Care & Monitoring. Surgical & Endoscopy rose 3.5% organically in the fourth quarter, with Hugo contributing as procedure volumes expanded globally. 

Acute Care & Monitoring grew 10.5% organically in the fourth quarter, driven by Nellcor pulse oximetry, respiratory and airway products, and perioperative offerings. Management expects MedSurg growth to normalize in fiscal 2027, but the portfolio enters the year with broader robotics and digital capabilities.

Also, the company submitted Hugo to the FDA for general surgery and gynecologic indications, as well as for the LigaSure RAS vessel sealer. It received FDA clearance for ProGrip Advanced, a mesh optimized for robotic-assisted ventral hernia repair. Touch Surgery installations exceeded 1,400 and increased more than 30% sequentially, adding a digital layer to the robotics ecosystem.

Medtronic exited fiscal 2026 with $9.2 billion in cash and investments compared with $8.38 billion at the end of the fiscal third quarter. On the debt side, the company issued $1.75 billion of long-term debt and repaid $2.93 billion during fiscal 2026, while current debt obligations increased $9 million on a net basis.

Medtronic returned $4.2 billion to shareholders in fiscal 2026 and raised its quarterly dividend to $0.72 per share for the first quarter of fiscal 2027, marking the 49th consecutive year of dividend increases. The balance sheet position gives the company room to support tuck-in deals in coronary, neurovascular, neuromodulation and EP imaging while maintaining shareholder returns.

Valuation: GMED vs. MDTGlobus Medical currently trades at a forward, one-year, price-to-sales (P/S) of 3.55X, higher than its median. Medtronic’s 2.67X P/S sits below its median. Additionally, Globus Medical trades expensive than Medtronic. 

Image Source: Zacks Investment Research

Short Term Price Target Favors GMED Over MDTGMED: Based on short-term price targets offered by 12 analysts, the average price target of $109.83 represents an increase of 29.75% from the last closing price.

Image Source: Zacks Investment Research

MDT: Based on short-term price targets offered by 25 analysts, the average price target of $96.96 represents an increase of 20.42% from the last closing price.

Image Source: Zacks Investment Research

End NoteBoth Globus Medical and Medtronic are well positioned to benefit from long-term growth trends in musculoskeletal and medical technology markets, but they offer different investment profiles.

Globus Medical stands out for its strong execution in Spine and Trauma, robust product innovation pipeline, debt-free balance sheet and disciplined investment in R&D, positioning it as a higher-growth company. Meanwhile, Medtronic benefits from greater scale and a diversified portfolio, supported by expanding robotic-assisted surgery capabilities, digital surgery platforms and a long track record of shareholder returns through dividends and capital allocation. 

For investors, Globus Medical, currently carrying a Zacks Rank #2 (Buy), appears to be the stronger choice, given that it has outperformed Medtronic over the past year. However, for investors seeking a more discounted entry, Medtronic, carrying a Zacks Rank #4 (Sell) at present, may offer deeper value but with meaningfully higher risk. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.

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

Headquartered in Omaha, Union Pacific (UNP - Free Report) is a Transportation stock that has seen a price change of 16.01% so far this year. The railroad is currently shelling out a dividend of $1.38 per share, with a dividend yield of 2.06%. This compares to the Transportation - Rail industry's yield of 0.78% and the S&P 500's yield of 1.41%.

Looking at dividend growth, the company's current annualized dividend of $5.52 is up 1.5% from last year. Over the last 5 years, Union Pacific has increased its dividend 3 times on a year-over-year basis for an average annual increase of 7.19%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Union Pacific's current payout ratio is 46%, meaning it paid out 46% of its trailing 12-month EPS as dividend.

UNP is expecting earnings to expand this fiscal year as well. The Zacks Consensus Estimate for 2026 is $12.55 per share, with earnings expected to increase 7.63% from the year ago period.

From greatly improving stock investing profits and reducing overall portfolio risk to providing tax advantages, investors like dividends for a variety of different reasons. But, not every company offers a quarterly payout.

Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. During periods of rising interest rates, income investors must be mindful that high-yielding stocks tend to struggle. With that in mind, UNP is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).

RTX (RTX - Free Report) appears an attractive pick, 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.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

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 RTX 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.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for RTX 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 RTXThis an aerospace and defense company is expected to earn $6.91 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for RTX. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.5%.

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 RTX 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.

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David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific warning. His tell is more clinical. “I think a bubble gets ready to pop is when you start seeing companies have the good news everyone’s been talking about and cheerleading and then the stocks don’t respond,” he told CNBC.

The companies are still delivering. The buyers have stopped showing up at the price.

Price action in the AI bellwethers backs him up.

The Palantir and NVIDIA disconnect Palantir (NASDAQ:PLTR | PLTR Price Prediction) just printed one of the cleanest quarters any large-cap software company has produced. Revenue grew 84.71% year over year to $1.63 billion, U.S. commercial revenue jumped 133%, and CEO Alex Karp announced a Rule of 40 score of 145%, a number he claimed only NVIDIA (NASDAQ:NVDA), Micron (NASDAQ:MU), and SK Hynix can match. Management raised the full-year guide to roughly 71% growth. You can read the press release on the SEC’s site.

The stock filed at $144.45 on May 4 and has traded down to $116.86. Year to date PLTR is down 36.47%. Bahnsen on CNBC: “Palantir just had the two greatest quarters it’s ever going to have and the stock is down 50%. Nvidia has not moved in nine months.”

NVIDIA reported Q1 FY27 revenue of $81.6 billion, up 85.2% year over year, with Data Center at $75.25 billion and a Q2 guide of $91.0 billion. Yet over the past nine months, from September 29, 2025 through June 26, 2026, NVDA is up only 6.01%. For the most important compute platform on earth posting free cash flow growth of 74.51%, that is something close to a stall.

Broadcom (NASDAQ:AVGO) follows the same pattern. AI semiconductor revenue grew 143% to $10.8 billion, with management guiding to $16.0 billion next quarter, up over 200% year over year. The stock filed at $495 on June 3, traded to $419.60 within an hour, and now sits near $373.90. Three companies, three blowouts, three weak responses.

The 50x-forever problem Bahnsen separates the chip from the multiple. “You don’t have to be a doubter in AI. You don’t have to be a doubter in even some of these individual companies.” Rather, you “just have to doubt that it’s worth 50 times earnings forever and ever,” he said on CNBC. PLTR currently trades at a P/E near 159x. That sets a high bar for the next decade of execution.

Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.

His complaint about Wall Street’s S&P 500 targets near 7,800 applies the same logic at the index level. Those targets assume roughly 20x multiples and flawless earnings. “I think the forward earnings are not realistic. And I also think the assumptions of continued growth to rationalize even a lower multiple are very likely not realistic,” he told the show. The S&P is already up 8% year to date, much of that carried by the same names now stalling.

What Bahnsen actually predicts His call diverges from the usual perma-bear script. “I think you will have a moment in which things reprice. We saw it with dot com and you had five companies survive and you had 99% go to the graveyard,” he said, then walked it back from a timing call. “I’m not talking about timing anything. I’m just simply saying the investor psychology always 100% of the time gets ahead of itself.”

His base case for the next couple of years is a grind. “What I would say is a better prediction is that you wake up in a couple of years and you have a very muted return that along the way there’s rallies but there’s sell offs.” Margin debt at record levels gives him pause, though the composition differs from the 1999 retail mania.

Strong fundamentals do not mechanically beat starting valuations. If you own these names, the question is whether the next leg of earnings growth has already been priced in. Retail is starting to wonder out loud.

Reddit data shows Palantir sentiment flipping from a bullish 72 in early June to a very bearish 18 by June 3, triggered partly by a viral Michael Burry post calling the stock “a sand castle supported only by AI applications narrative.” Bahnsen would put it less colorfully. The good news stopped working, and that is the data point worth tracking.

Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.

Pan American Silver Corp (NYSE:PAAS) has seen choppy trading this year, most recently pulling back to familiar support at the $44 level. A fresh, strong bullish signal has the shares looking at a strong bounce off this region, however. 

According to Schaeffer's Senior Quantitative Analyst Rocky White, PAAS is trading within 0.75 times the 260-day moving average's 20-day average true range (ATR), after spending at least 80% of the previous two weeks and 80% of the prior 42 trading sessions above that trendline. This setup has appeared nine times over the last decade, after which the stock was higher one month later 100% of the time, averaging a large 15.4% gain. A similar move from the stock's current perch at $44.61 would have it trading at $51.47.

An unwinding of pessimism amongst options traders could provide a tailwind as well. PAAS' 50-day put/call volume ratio of 2.71 at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) ranks higher htan 90% of readings from the past year, showing puts being picked up at a much faster-than-usual rate. 

Key Takeaways Palo Alto Networks partnered with IBM and Red Hat to speed protection against software vulnerabilities.PANW teamed up with Deutsche Telekom to launch Sovereign Cortex for regulated European industries.PANW's partnerships expand AI security capabilities and support broader enterprise customer opportunities. Palo Alto Networks (PANW - Free Report) is using strategic partnerships to expand its AI security platform and address new cybersecurity challenges. Rapid adoption of AI by enterprises requires the need for better protection against cyber threats and solutions that meet regulatory requirements. The company's recent partnerships with IBM, Red Hat and Deutsche Telekom support the above-mentioned goals as they expand PANW's security capabilities, while helping the company reach new customer segments.

PANW's partnership with IBM and Red Hat focuses on reducing the time between vulnerability discovery and protection. AI has made it possible to identify software vulnerabilities much faster, giving attackers less time to exploit them before organizations apply software patches. Under the partnership, PANW's Virtual Patching technology can immediately block attacks at the network level, while IBM and Red Hat's Project Lightwell provide software fixes that customers can test and deploy later. The solution also expands protection across open-source software, commercial applications, operational technology and healthcare systems.

The partnership with Deutsche Telekom is aimed at regulated industries in Europe. The companies launched Sovereign Cortex with T Security, an AI-driven security operations platform with additional data sovereignty controls. The solution provides European data residency, Europe-based support, encryption key controls and audited access logs to help organizations comply with regulations such as GDPR, NIS2 and DORA. The solution is scheduled to be released in the third quarter of fiscal 2026 and is initially targeted at customers in healthcare, financial services, the public sector and critical infrastructure.

The above-mentioned strategic partnerships strengthen different parts of PANW's business. The IBM and Red Hat partnership strengthens PANW's vulnerability management capabilities, while the Deutsche Telekom partnership expands PANW's presence in regulated European markets. Together, these partnerships should strengthen PANW's AI security platform, while creating additional opportunities for the company to win enterprise customers as AI adoption continues to grow.

How Competitors Fare Against PANWCompetitors like CrowdStrike (CRWD - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.

CrowdStrike ended its first quarter of fiscal 2027 with $5.51 billion in ARR, reflecting 24% year-over-year growth. The robust increase was fueled by the growing adoption of CrowdStrike’s Falcon Flex subscription model.

Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.

PANW’s Price Performance, Valuation & EstimatesShares of Palo Alto Networks have jumped 65.1% in the year-to-date period compared with the Zacks Security industry’s return of 49.8%.

PANW’s YTD Price Return Performance
Image Source: Zacks Investment Research

From a valuation standpoint, Palo Alto Networks trades at a forward price-to-sales ratio of 18.35X compared with the industry’s average of 16.34X. The Zacks Value Score of F also suggests that PANW stock is overvalued.

PANW Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Palo Alto Networks’ fiscal 2026 and 2027 earnings implies year-over-year growth of 12.9% and 8.1%, respectively. The estimates for fiscal 2026 and 2027 have been revised up by 6 cents and 8 cents, respectively, over the past 30 days.

Image Source: Zacks Investment Research

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

Key Takeaways STM is growing its automotive sensing business with new design wins and the NXP MEMS acquisition.NXPI is gaining traction in software-defined vehicles with processors, radar and automotive Ethernet products.Both companies are expanding AI and automotive offerings while expecting higher 2026 sales growth. The automotive semiconductor market is evolving rapidly as vehicles become more connected, software-driven and electrified. Growing adoption of advanced driver assistance systems, electric vehicles, smart sensors and in-vehicle connectivity is creating long-term growth opportunities for chipmakers with strong automotive businesses.

Against this backdrop, STMicroelectronics N.V. (STM - Free Report) and NXP Semiconductors N.V. (NXPI - Free Report) have established themselves as key suppliers to global automakers, providing a broad range of chips that power next-generation vehicles. While both companies are well positioned to benefit from these industry trends, differences in their product offerings, customer exposure, financial performance and growth strategies make the investment choice less straightforward. So, which stock stands out as the better pick now?

The Case for STMSTMicroelectronics is strengthening its position in the automotive semiconductor market through a combination of product innovation and strategic expansion. During the first quarter, the company reported a return to year-over-year growth in automotive revenues and highlighted strong design activity with global automakers and Tier 1 suppliers. New wins across electric vehicles, hybrid platforms and traditional internal combustion models covered onboard chargers, powertrain systems, active suspension, vehicle control electronics and automotive sensors. The acquisition of NXPI's MEMS sensor business further expands STMicroelectronics' automotive sensing capabilities by adding complementary technologies, broadening its product portfolio and deepening customer relationships.

Beyond automotive, STMicroelectronics is benefiting from several high-growth technology trends that can support long-term earnings expansion. Management pointed to strong booking momentum across all end markets, normalized channel inventories and rising demand tied to artificial intelligence infrastructure. The company expects AI-related revenues to exceed $500 million in 2026 and surpass $1 billion in 2027, supported by silicon photonics, power semiconductors, microcontrollers and optical connectivity solutions. A multiyear commercial engagement with Amazon Web Services and collaborations with NVIDIA further reinforce ST's growing role in next-generation AI data centers and intelligent robotics.

STMicroelectronics also appears well-positioned to improve profitability as demand recovers. Management expects double-digit revenue growth in 2026, backed by stronger bookings, expanding customer programs and increasing AI opportunities. Gross margin is projected to improve sequentially throughout the year as factory utilization rises, product mix becomes more favorable and manufacturing efficiency gradually improves. At the same time, the company continues to invest in advanced manufacturing, silicon carbide and next-generation technologies that should strengthen its competitive position and support sustainable growth over the coming years.

The Case for NXPINXP Semiconductors continues to strengthen its leadership in automotive chips by capitalizing on the industry's transition toward software-defined vehicles, advanced driver assistance systems and vehicle electrification. During the first quarter, the company delivered automotive revenue growth driven by rising demand for its processing platforms, radar solutions and automotive Ethernet products. Management highlighted strong customer adoption of its next-generation S32N and S32K5 processors, which are expected to become the foundation of future vehicle architectures. New design wins across radar, connectivity and zonal computing also expand semiconductor content per vehicle and reinforce NXP Semiconductors' long-term growth prospects in the automotive market.

Beyond automotive, NXP Semiconductors is benefiting from powerful secular trends in industrial automation, physical AI and data center infrastructure. The company reported robust growth in Industrial and IoT, supported by strong demand for its latest processing platforms and increasing customer commitments to AI-enabled edge computing. Management also expects its data center business to more than double this year as customers adopt NXPI solutions for power management, cooling, networking and secure control applications. These opportunities diversify the company's revenue base while creating additional avenues for sustained growth.

NXPI's financial outlook also reflects improving business momentum and disciplined execution. Management expects broad-based growth across all major end markets in the second quarter, supported by strengthening order visibility and expanding customer adoption of its differentiated products. At the same time, the company projects further gross margin expansion through higher factory utilization, a richer product mix and operational efficiencies while maintaining its long-term commitment to shareholder returns through dividends and share repurchases. These factors position NXP Semiconductors to deliver profitable growth while remaining focused on long-term value creation.

How Does the Zacks Consensus Estimate Compare for STM & NXPI?The Zacks Consensus Estimate for STM’s 2026 sales implies a 21.6% year-over-year increase. The consensus estimate for earnings per share for 2026 is $1.17, compared with 53 cents reported in 2025. Earnings estimates for the current year have increased in the past 30 days.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for NXPI’s 2026 sales and EPS implies year-over-year growth of 14.3% and 25.2%, respectively. Earnings estimates for 2026 have remained stable in the past 30 days.

Image Source: Zacks Investment Research

Price Performance & ValuationSTM stock has surged 134.8% in the past year compared with the S&P 500’s growth of 21.8%. Conversely, NXPI’s shares have risen 26.8% in the same time frame.

Price Performance
Image Source: Zacks Investment Research

STM is trading at a forward 12-month price-to-earnings ratio of 36.78X, above its median of 25.35X over the last year. NXPI’s forward earnings multiple sits at 18.71X, down from its median of 19.06X over the same time frame.

P/E (F12M)
Image Source: Zacks Investment Research

End NotesBoth STMicroelectronics and NXP Semiconductors are well positioned to benefit from the growing demand for automotive chips, backed by expanding product portfolios, strong design wins and exposure to long-term trends such as vehicle electrification and software-defined vehicles.

However, STMicroelectronics appears to hold a slight edge at present. The company is expected to deliver stronger revenue and earnings growth, supported by its expanding presence in automotive sensing, silicon carbide and AI infrastructure. The company has also seen upward revisions to earnings expectations, reflecting improving confidence in its near-term outlook. Although STM trades at a richer valuation following the strong share price rally, its superior growth profile and favorable earnings momentum justify the premium.

STMicroelectronics sports a Zacks Rank #1 (Strong Buy), while NXP Semiconductors has a Zacks Rank #2 (Buy), making the former a slightly more attractive choice for investors seeking exposure to the automotive semiconductor space. You can see the complete list of today’s Zacks #1 Rank stocks here.

, /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Iridium Communications Inc. (NASDAQ: IRDM) related to its sale to Rocket Lab Corporation. Under the terms of the proposed transaction, Iridium shareholders are expected to receive $27.00 in cash and a number of shares of Rocket Lab common stock calculated pursuant to an exchange ratio. Is it a fair deal?

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Are IRDM, TBPH, SYNA, TECH Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, June 29, 2026

Key Takeaways PLUG is gaining from electrolyzer demand, while FLUX faces order delays and weak sales.Plug Power's electrolyzer pipeline exceeds $8B, but cash fell 39% in Q1 2026.Flux Power posted a 60.5% revenue drop in Q3 FY26 amid tariffs and lower volumes. Plug Power Inc. (PLUG - Free Report) and Flux Power Holdings, Inc. (FLUX - Free Report) are well-known names in the clean energy space. Both companies are engaged in developing advanced energy solutions for commercial and industrial equipment worldwide.

Plug Power continues to capitalize on opportunities in the expanding green hydrogen market, while Flux Power is benefiting from robust demand for sustainable energy storage solutions in the material handling industry. Which of these companies has the stronger upside potential? Let us take a detailed look at their fundamentals, growth drivers and challenges to find out.

The Case for PLUGPlug Power's first-quarter 2026 results continued to show signs of improvement. After growing12.9% in 2025, PLUG’s revenues surged 22% year over year in the quarter. Revenues were driven by an increase in demand for its electrolyzer product line and a volume increase in hydrogen fuel sales. In the quarter, revenues from the electrolyzer product line rose steeply approximately 345% on a year-over-year basis.

The robust growth was fueled by rising demand for the company's GenEco proton exchange membrane (PEM) electrolyzers in the industrial and energy markets. The company has more than 320 MW of electrolyzer capacity deployed worldwide and more than $8 billion in project pipeline across industrial and energy applications. With strong expertise in providing and installing electrolyzers, Plug Power is well-positioned to capitalize on the increasing demand for renewable fuels and green ammonia globally.

Also, last month, PLUG secured a contract for supplying 30 MW of GenEco PEM electrolyzers for the industrial hydrogen production plant located in Barrow-in-Furness, Cumbria. The project will deploy PLUG’s six 5 MW GenEco PEM electrolyzers for the production of green hydrogen.

Also, in April, Plug Power finalized one of the largest electrolyzer project deals in its history. The company received the Front-End Engineering Design (FEED) contract from Hy2gen Canada to deliver a 275 MW GenEco PEM electrolyzer system for the latter’s “Courant” decarbonized ammonium nitrate project.

PLUG’s Project Quantum Leap is also enabling it to boost its cash flow and reduce its cash burn rate. As part of the project, it is benefiting from sales growth, pricing actions, inventory and capex management, and increased leverage of its hydrogen production platform.

However, a key challenge facing Plug Power is its continued inability to generate positive gross margins and cash flows. In the first quarter, the company reported a negative gross margin of 13%, while operating cash outflow amounted to $150 million.

Plug Power's liquidity position also remains a concern. The company ended the first quarter of 2026 with cash equivalents of $223.2 million, down 39% from the level at 2025-end.

The Case for Flux PowerFlux Power has been witnessing a decline in customer orders due to delays in new orders for its energy storage solutions, reflecting deferrals of new forklift purchases by certain large customer fleet amid lower capital spending and global tariff uncertainties. Tariffs have also negatively impacted the company’s revenues, profitability and cash flows. These factors hurt the company’s performance in the third quarter of fiscal 2026 (ended March 31, 2026), with revenues declining 60.5% year over year. Lower volumes in the material handling and airport ground support equipment markets further weighed on results.

Flux Power has been dealing with the adverse impacts of lower volumes and pricing pressures. In the third quarter of fiscal 2026 (ended March 2026), cost of sales declined 58.2% year over year, but gross profit fell 66%. Although the company lowered expenses through labor and overhead cost reductions, it continued to face profitability challenges. It reported an operating loss of $3 million in the quarter, wider than the prior-year quarter's operating loss of $1.6 million.

Also, given its weak liquidity position, the company has continued to rely on debt and equity financing to fund operations. As of March 31, 2026, Flux Power had an accumulated deficit of $111.5 million and cash and cash equivalents of only $0.4 million. During the first nine months of fiscal 2026, the company used $5.7 million in operating activities and incurred a net loss of $5.1 million.

Despite these headwinds, the company remains focused on improving profitability through cost-reduction, sourcing and pricing recovery initiatives. Flux Power also continues to invest in research and development and expand its portfolio of advanced lithium-ion energy storage solutions. With increasing electrification trends across industrial and commercial sectors, demand for lithium-ion and environmentally friendly energy storage solutions should support FLUX’s long-term growth prospects.

How Does the Zacks Consensus Estimate Compare for PLUG & FLUX?The Zacks Consensus Estimate for PLUG’s 2026 sales is $812.5 million, implying year-over-year growth of 14.5%. The consensus estimate for its bottom line is pegged at a loss of 35 cents per share.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for FLUX’s fiscal 2026 (ending June 2026) sales is approximately $41.8 million, indicating a decline of 37.1% year over year. The consensus estimate for its bottom line is pegged at a loss of 34 cents per share.

Image Source: Zacks Investment Research

Price Performance and Valuation of PLUG & FLUXIn the past six months, shares of Plug Power have soared 30.9%, while Flux Power stock has declined 39.9%.

Image Source: Zacks Investment Research

From a valuation standpoint, both PLUG and FLUX are trading at a negative forward price-to-earnings ratio.

Image Source: Zacks Investment Research

ConclusionDespite PLUG's ongoing challenges related to negative gross margins, cash burn and a weakening liquidity position, its strong presence in the green hydrogen market, expanding electrolyzer business, robust project pipeline and cost-saving initiatives under Project Quantum Leap are expected to support its long-term growth prospects. On the other hand, Flux Power continues to grapple with weak customer demand, lower sales volumes, pricing pressures, persistent operating losses and a fragile liquidity position, which are likely to weigh on its near-term performance.

Considering the long-term growth prospects, expanding market opportunities and recent revenue momentum, PLUG appears to be a better investment choice than FLUX at present. While PLUG currently carries a Zacks Rank #3 (Hold), FLUX has a Zacks Rank #5 (Strong Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways CCJ Q1 2026 adjusted EBITDA rose 44% YoY to CAD 509M ($372M).CCJ EBITDA growth driven by uranium price strength and Westinghouse, with 2025 EBITDA up 26% to CAD 1.93B.CCJ fuel services EBITDA fell 28% in Q1 2026 as prices dropped; Westinghouse 2026 EBITDA seen $370-$430M. Cameco Corporation’s (CCJ - Free Report) adjusted EBITDA has shown a strong and sustained upward trajectory over the past few years, driven primarily by uranium price strength and contributions from Westinghouse. 

In the first quarter of 2026, adjusted EBITDA rose 44% year over year to CAD 509 million ($372 million). This follows a strong 2025 performance, during which adjusted EBITDA rose 26% year over year to CAD 1.93 billion ($1.41 billion).  Over a longer horizon, profitability has expanded materially, with adjusted EBITDA rising more than fourfold from CAD 431 million in 2022 to CAD 1.93 billion in 2025.

The uranium segment remains the primary engine of EBITDA growth. In 2025, adjusted EBITDA increased 6% year over year to CAD 1.26 billion ($ 0.92 billion). This was supported by a 7% rise in revenues driven by a 9% increase in average realized uranium prices in Canadian dollar terms, somewhat offset by a 2% dip in sales volumes. Total cost of sales (including depreciation and amortization) increased 3%. 

Momentum strengthened further in the first quarter of 2026, when uranium revenues rose 15% to CAD 712 ($520 million) on higher volumes and prices. Cost of sales (including D&A) increased 9%. Adjusted EBITDA for the segment rose 48% year over year to CAD 423 million ($309 million).

The fuel services segment delivered strong growth in 2025 but showed some normalization in early 2026. In 2025, adjusted EBITDA increased 51% to CAD 219 million ($160 million). Revenues were up 22% for the year, attributed to a 14% increase in realized pricing. Total cost of products and services sold (including D&A) increased 10%. 

However, in the first quarter of 2026, adjusted EBITDA declined 28% to CAD 54 million ($39 million). Revenues dipped 1% with higher volumes being offset by a 17% decline in average realized prices.  Total cost of products and services sold (including D&A) increased 35%, weighing on the profitability in the quarter.

Westinghouse has emerged as a rapidly growing contributor to Cameco’s overall EBITDA profile. In 2025, adjusted EBITDA from Westinghouse increased 61% to CAD 780 million ($572 million) in 2025. This reflects the increase in Cameco’s share of Westinghouse’s second-quarter revenues tied to the Dukovany construction project. In the first quarter of 2026, adjusted EBITDA was CAD 122 million ($89 million), up 33% year over year. Management expects continued momentum, with 2026 guidance indicating Cameco’s share of Westinghouse’s adjusted EBITDA between $370 million and $430 million.

Looking ahead, Cameco’s EBITDA growth is expected to remain supported by sustained strength in uranium pricing, driven by structurally tight supply conditions and rising nuclear energy demand tied to energy security and decarbonization goals. The fuel services segment is expected to remain a stable contributor, supported by consistent conversion demand and improving pricing dynamics. 

Westinghouse represents an increasingly important long-term growth driver, offering exposure to global reactor restarts and nuclear construction pipelines. The Department of Energy’s (DOE) Office of Energy Dominance Financing (EDF) recently announced a conditional commitment of up to $17.5 billion in loan facilities to support investment in U.S. nuclear reactors. This is expected to provide the majority of the financing for Westinghouse to purchase the long-lead time items for up to 10 AP1000 nuclear reactors in the United States. The DOE financing package, combined with previous U.S. government initiatives supporting nuclear power, could create substantial opportunities for both Westinghouse and Cameco.

CCJ’s Price Performance, Valuation & EstimatesIn the past year, Cameco shares have gained 40.7% compared with the industry’s 21.3% growth. Uranium peers Energy Fuels (UUUU - Free Report) gained 154.2% while Centrus Energy (LEU - Free Report) dipped 9.7%. 

Image Source: Zacks Investment Research

CCJ stock is trading at a forward price-to-sales ratio of 17.92 compared with the industry’s 5.21. Energy Fuels is trading higher at 19.93, while Centrus Energy is trading lower at 6.76.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Cameco’s earnings for 2026 of $1.21 per share indicates year-over-year growth of 17.5%. The same for 2027 implies growth of 58.7%.

Image Source: Zacks Investment Research

The consensus estimate for Cameco’s earnings for 2026 has moved up over the past 60 days, while the same for 2027 has moved down, as shown in the chart below.

Image Source: Zacks Investment Research

The company currently carries a Zacks Rank #3 (Hold).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

NEW YORK, June 29, 2026 (GLOBE NEWSWIRE) -- IMPORTANT DATE: July 28, 2026. Investors who purchased Lucid Group, Inc. (NASDAQ: LCID) securities between February 25, 2026 and April 13, 2026 and wish to seek appointment as lead plaintiff must file a motion by this date. Start your claim now before the deadline. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

LCID shares lost 0.44 per share (4.76%) on April 14, 2026 when preliminary Q1 revenue of 284 million fell $150 million short of consensus expectations. A securities class action is now pending in the U.S. District Court for the Northern District of California.

What Is a Lead Plaintiff?

Under the Private Securities Litigation Reform Act of 1995, the lead plaintiff is the shareholder or group of shareholders appointed by the court to represent the interests of the entire class. In the LCID action, the lead plaintiff will direct litigation strategy, approve major decisions, and work with lead counsel to maximize recovery for all class members who purchased shares during the February 25 to April 13, 2026 Class Period.

Lead Plaintiff Facts

The court typically appoints the applicant with the largest financial interest in the relief soughtLead plaintiff applicants must demonstrate they purchased LCID securities during the Class Period and suffered lossesServing as lead plaintiff does not require any out-of-pocket payment or upfront costThe lead plaintiff is not personally liable for legal fees if the case is unsuccessfulLead plaintiffs receive the same per-share recovery as all other class members, plus reimbursement of reasonable costsMultiple investors may apply jointly as a lead plaintiff group Post-Deadline Procedures

After the July 28, 2026 deadline passes, the court will review all competing motions and select a lead plaintiff. This process typically takes 30 to 60 days. Once appointed, the lead plaintiff selects lead counsel, and the litigation proceeds through discovery, class certification, and ultimately trial or settlement.

Absent Class Member Rights

Investors who do not apply for lead plaintiff status are not excluded from the case. Absent class members retain full rights to participate in any recovery. No action is required before the deadline to preserve your ability to share in a future settlement or judgment. The deadline applies only to those seeking the lead plaintiff role.

Find out if you qualify to recover losses or contact Joseph E. Levi, Esq. at (212) 363-7500.

"The lead plaintiff process is designed to ensure the class is represented by shareholders with substantial interests. In the Lucid case, where alleged concealment of a supplier quality crisis preceded over $150 million in missed revenue expectations, investors with significant losses should evaluate whether lead plaintiff appointment serves their interests." -- Joseph E. Levi, Esq.

Levi & Korsinsky, LLP | Top 50 Securities Firm | (212) 363-7500 | www.zlk.com

Frequently Asked Questions About the LCID Lawsuit

Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.

Q: How do I know if I lost enough money to be the lead plaintiff? A: There is no minimum loss threshold. Courts appoint the investor with the largest provable loss who is willing and able to represent the class adequately. Contact Levi & Korsinsky before July 28, 2026 to evaluate.

Q: What do LCID investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as a class member.

Q: What if I already sold my LCID shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.

Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.

Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171

New York, New York--(Newsfile Corp. - June 29, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lucid Group, Inc. (NASDAQ: LCID) between February 25, 2026 and April 13, 2026, inclusive (the "Class Period"), of the important July 28, 2026 lead plaintiff deadline.

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

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

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

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on Lucid's business and financial results; (3) accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

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

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

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

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303342

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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The passenger aircraft landed safely and reported no damage, the FAA said.

Applied Materials AMAT shares drew investor attention on Monday, rising more than 10% after KeyBanc Capital Markets issued early commentary ahead of the company’s upcoming third-quarter earnings.

The move came as markets reassessed expectations around the semiconductor equipment maker’s near-term performance and longer-term growth outlook tied to artificial intelligence infrastructure demand.

More than a month before Applied Materials reports its third-quarter results, KeyBanc highlighted what it described as elevated expectations across the company’s key business segments.

This includes the semiconductor capital equipment, electronic manufacturing services, and outsourced semiconductor assembly and test operations.

The firm noted that expectations are now higher than ever, increasing short-term risk around results.

According to TheFly, KeyBanc said that for the stock to continue rising, investors would need to see earnings beats on key metrics, guidance above consensus, and management commentary supporting continued positive out-year revisions.

While the firm remained constructive, maintaining an ‘Overweight’ rating, it also raised its price target by $200 to $750, implying roughly 20% upside from the previous closing price on Friday.

KeyBanc also warned that any disappointment—actual or perceived—could trigger downside volatility, referencing patterns seen in the prior quarter.

Investor sentiment toward Applied Materials has also been shaped by its recent 2026 DRAM and Advanced Packaging Master Class event.

During the presentation, the company projected that semiconductor industry revenue could reach $1 trillion this year.

Brokerage commentary following the event reinforced a positive long-term view.

B. Riley described AMAT as well-positioned for a sustained multi-year semiconductor equipment investment cycle and a “larger-than-expected long-term” opportunity, with potential for increased market share.

Wells Fargo also said the event reinforced its constructive outlook on the company’s product portfolio.

Cantor Fitzgerald added that the artificial intelligence infrastructure buildout is accelerating industry growth, stating that expectations could reach roughly $3 trillion by 2029 and potentially exceed $3.5 trillion by 2030.

A key theme emerging from the company’s messaging is demand tied to next-generation computing constraints.

The June 25 Master Class event highlighted new chipmaking systems aimed at accelerating DRAM production and advanced packaging for AI chips, addressing what management described as a “memory wall” constraining AI compute performance.

A wave of analyst price target revisions has also supported sentiment around Applied Materials in recent weeks.

Jefferies raised its target to $770 from $510, B. Riley lifted its target to $790 from $550, Wells Fargo increased its target to $740 from $715, and BofA moved its target to $720 from $540, with all firms maintaining Buy or Overweight ratings.

The upgrades come alongside strong company guidance for fiscal Q3, projecting revenue of approximately $8.95 billion and non-GAAP EPS of $3.36, implying roughly 36% year-over-year earnings growth.

Sector conditions have also provided a supportive backdrop.

Peer Micron’s recent earnings report highlighted surging AI-driven memory demand, reinforcing the broader industry narrative benefiting semiconductor equipment suppliers like Applied Materials.

Taken together, KeyBanc’s caution on elevated expectations, strong AI-driven structural demand, and a steady stream of analyst upgrades have combined to keep Applied Materials firmly in focus as investors position ahead of its upcoming earnings release.

NEW YORK, June 29, 2026 (GLOBE NEWSWIRE) -- Institutional investors holding positions in Zoetis Inc. (NYSE: ZTS) during the period January 14, 2025 through May 6, 2026 may wish to evaluate lead plaintiff opportunities in a pending securities class action. Request an institutional investor loss assessment. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

Zoetis shares declined from 87.31, a loss of nearly $24 per share. The lead plaintiff deadline is July 27, 2026.

Fiduciary Obligations and Recovery Options

Pension funds, endowments, and asset managers with fiduciary duties to beneficiaries should assess whether participation in this action serves portfolio recovery objectives. Under ERISA and common law fiduciary standards, institutional holders face obligations to evaluate potential recoveries when portfolio companies become subjects of securities fraud litigation. Lead plaintiff appointment offers institutional investors direct oversight of litigation strategy, settlement negotiations, and counsel selection.

Zoetis' Companion Animal segment generated approximately 70% of total company revenue, making institutional portfolio exposure to the alleged misconduct substantialFour separate corrective disclosures between August 2025 and May 2026 progressively revealed concealed competitive and safety deteriorationThe Company raised full-year guidance on August 5, 2025, then sharply reduced it less than nine months later on May 7, 2026Institutional holders who acquired shares relying on management's representations of "durable growth" and market leadership face concentrated lossesLead plaintiff appointment carries no additional financial obligation and provides direct influence over case directionThe PSLRA favors institutional investors with the largest financial interest for lead plaintiff selection Portfolio Impact Assessment

The securities action alleges Zoetis and certain officers portrayed flagship products as competitively dominant while concealing that FDA safety warnings were dampening veterinarian prescribing of Librela, that lower-priced competing therapies were capturing significant market share from Simparica Trio, and that dermatology franchise leadership was eroding. The lawsuit contends these concealed trends made the Company's public growth projections and competitive positioning claims materially misleading to investors who relied on them for portfolio allocation decisions.

Contact us for institutional recovery options or call (212) 363-7500.

Case Summary

The complaint details how management repeatedly assured investors that veterinarian satisfaction remained high and that competitive entrants posed minimal risk, even as internal trends allegedly showed the opposite. When the full scope of deterioration was disclosed on May 7, 2026, shares fell 21.5% in a single session.

"Institutional investors play a critical role in securities class actions. Their participation as lead plaintiffs helps ensure that cases involving significant portfolio losses are managed with the rigor and oversight that benefits the entire shareholder class." -- Joseph E. Levi, Esq.

INSTITUTIONAL INVESTOR REPRESENTATION -- Levi & Korsinsky, LLP provides sophisticated counsel to institutional investors evaluating lead plaintiff opportunities. The firm has recovered hundreds of millions of dollars. Ranked among ISS Top 50 for seven consecutive years. The Court has set July 27, 2026 as the deadline to apply for lead plaintiff appointment.

Frequently Asked Questions About the ZTS Lawsuit

Q: Who is eligible to join the ZTS investor lawsuit? A: Investors who purchased ZTS stock or securities between January 14, 2025 and May 6, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses, not on whether you still hold the shares.

Q: How much did ZTS stock drop? A: Shares fell approximately 21.5% on the final corrective disclosure alone, a decline of $23.91 per share on May 7, 2026.

Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.

Q: What documents do I need to make a claim? A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.

Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: What if I already sold my ZTS shares, can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.

Q: Has Levi & Korsinsky handled similar cases before? A: Yes, including securities class actions involving revenue inflation, earnings guidance fraud, dividend misrepresentation, and executive misconduct across numerous industries.

CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171

Image: Bigstock

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Key Takeaways Toyota's global vehicle sales fell 7.2% in May, marking a fourth straight month of year-over-year decline.TM's China sales dropped 31.7%, while Middle East sales fell 38.6%, weighing on global results.Toyota forecasts lower fiscal 2027 retail sales and operating income despite higher expected revenues. Toyota Motor Corporation’s (TM - Free Report) global vehicle sales declined for the fourth straight month in May, as weak demand in China and the Middle East dragged down overall performance.

Worldwide sales fell 7.2% year over year to 834,279 vehicles. International sales decreased 9.6%, while domestic sales in Japan increased 11.1%, supported by strong demand for models including the RAV4 and bZ4X.

Regionally, sales in China tumbled 31.7% due to challenging market conditions, partly due to higher gasoline prices, while sales in the Middle East dropped 38.6%. In the United States, Toyota's largest market, sales were nearly flat, slipping just 0.6%.

Global vehicle production fell 5.5% year over year, as lower output in the United States and Asia, down 3.8% and 13.3%, respectively, outweighed higher production in Japan. The figures include the sales and production of Toyota's luxury brand, Lexus.

Per the automaker, overall demand remained stable, but year-over-year production declined because some manufacturing facilities operated for fewer days during the month.

For fiscal 2027, Toyota projects total retail vehicle sales of 11.18 million units, indicating a decline from 11.28 million units sold in fiscal 2026. Fiscal 2027 sales are expected to total ¥51 trillion compared with ¥50.68 trillion recorded in fiscal 2026. Operating income is projected to be ¥3 trillion, indicating a contraction of 20.3% year over year.

Pretax profit is estimated to be ¥4.23 trillion, implying a decline from ¥5.12 trillion generated in fiscal 2026. R&D expenses are envisioned to be ¥1.6 trillion compared with ¥1.52 trillion spent in fiscal 2026. Capex is forecasted to be ¥2.3 trillion compared with ¥2.39 trillion spent in fiscal 2026.

TM’s Zacks Rank & Key PicksToyota currently has a Zacks Rank #3 (Hold).

Some better-ranked stocks in the auto space are Geely Automobile Holdings Limited (GELHY - Free Report) , Douglas Dynamics, Inc. (PLOW - Free Report) and Garrett Motion Inc. (GTX - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for GELHY’s 2026 sales and earnings implies year-over-year growth of 77.1% and 40.3%, respectively. The EPS estimate for 2026 and 2027 has improved 18 cents and 7 cents, respectively, over the past 30 days.

The Zacks Consensus Estimate for PLOW’s 2026 sales and earnings implies year-over-year growth of 16.7% and 31.4%, respectively. The EPS estimate for 2026 and 2027 has improved 39 cents and 29 cents, respectively, over the past 60 days.

The Zacks Consensus Estimate for GTX’s 2026 sales and earnings implies year-over-year growth of 5.6% and 20.4%, respectively. The EPS estimate for 2026 has improved 12 cents over the past 60 days, while the EPS estimate for 2027 has improved a penny over the past 30 days.

Published in auto-tires-trucks electric-vehicles

Many electric vehicle (EV) stocks skyrocketed in 2021, when interest rates were low, and consumers ramped up vehicle purchases after the pandemic. But many of those stocks fizzled as inflation drove up their expenses and interest rates spiked in 2022 and 2023.

The market's interest in EV stocks remains tepid, since many growth-oriented investors are chasing hotter AI stocks. Yet the EV market is still expanding -- so it could be a great time to buy Rivian (RIVN +6.75%), BYD (BYDDY 0.53%), and Joby Aviation (JOBY 3.00%)

Image source: Rivian.

Rivian Automotive When Rivian went public in 2021, it initially sold three vehicles: the R1T pickup, R1S SUV, and custom electric delivery vans (EDVs) for Amazon. It subsequently produced custom EDVs for other companies and launched its cheaper R2 SUV earlier this year.

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Rivian has struggled to ramp up its production. After more than doubling its production to 57,232 vehicles in 2023, that figure dropped to 49,476 in 2024 and 42,284 in 2025. It attributed that slowdown to its supply chain constraints, reduced EV subsidies, and intense competition. Its high starting prices ($77,500 for the R1T and R1S) further limited its mainstream appeal.

However, it expects the R2, which starts at $57,990, to expand its addressable market and boost its annual deliveries to 62,000-67,000 vehicles this year. It plans to launch an even cheaper version of the R2, starting at around $45,000, in late 2027. Selling a higher mix of R2 SUVs will also boost Rivian's gross margins, since it's cheaper to manufacture than the R1.

From 2025 to 2028, analysts expect Rivian's revenue to more than triple, with its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) turning positive in the final year. With an enterprise value of $22.6 billion, it trades at just three times this year's sales -- and it could command a higher valuation if it proves its business model is sustainable.

BYD BYD, China's largest automaker, surpassed Tesla as the world's largest EV maker by annual vehicle sales in 2025. It sold 4.6 million vehicles in 2025, compared to its 1.9 million vehicles in 2022 -- the year it entirely phased out its gas-powered vehicles.

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Today, BYD sells plug-in hybrid EVs (PHEVs) and battery-powered EVs (BEVs). It differentiates itself from its competitors by producing its own lithium iron phosphate (LFP) batteries, which are safer, cheaper, and more power-efficient than conventional lithium-ion batteries. It also created a vertically integrated supply chain by producing its own motors, chips, and power electronics.

BYD is expanding into Asia, Europe, and Latin America to reduce its dependence on China. In China, it's upgrading its own fast-charging network, increasing its production capacity, and integrating new AI features into its mid-range vehicles. It's also unified its production lines with its e-Platform 3.0 architecture across multiple vehicles.

From 2025 to 2028, analysts expect BYD's revenue and EPS to grow at CAGRs of 13% and 23%, respectively. At 14 times this year's earnings, it's a bargain relative to its growth potential.

Joby Aviation Joby produces electric vertical takeoff and landing (eVTOL) aircraft. Its S4 eVTOL carries a single pilot and four passengers, travels up to 150 miles on a single charge, and reaches a maximum speed of 200 miles per hour. The S4 can fly faster and farther than many other eVTOLs because it uses lighter tilt-rotor propellers that alternate between lifting and cruising modes, instead of the separate lifting and cruising propellers used by its competitors.

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Big investors and customers, including Toyota, Delta Air Lines, and Uber, already back Joby. Toyota will help Joby manufacture its commercial eVTOLs, Delta will use the S4 for its airport-to-home air taxi services, and Uber will integrate its flights into its new Uber Air platform. It has already completed test flights in the UAE, South Korea, and Japan, and plans to launch its first commercial flights in the U.S. in the near future.

The Federal Aviation Administration (FAA) hasn't fully certified Joby's commercial flights yet, but that certification could significantly boost its sales over the next decade. Analysts expect its revenue to rise nearly ninefold from 2025 to 2028.

With an enterprise value of $8.7 billion, it might seem pricey at 78 times this year's sales. But it has plenty of upside potential: according to Eve Air Mobility's Global Market Outlook, there could be 30,000 eVTOLs carrying three billion passengers by 2045.

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

© Pascal Le Segretain / Getty Images

Electric vehicle stocks are surging in midday trading on Monday as a broad tech rebound lifts high-beta names across the market. Tesla (NASDAQ:TSLA | TSLA Price Prediction) stock is up 8% to $409.29, leading the group with a company-specific catalyst layered on top of the sector bounce.

Rivian (NASDAQ:RIVN) stock is climbing 7% to $16.67, while Lucid (NASDAQ:LCID) stock is gaining 7% to $6.32. Both moves look like sympathy trades tied to the broader risk-on tape.

The rally caps a rough stretch for the group. Tesla stock came into the session off a rough stretch, and the NASDAQ 100 is up 2.33% on the session.

FSD V14 Lite Rollout Anchors Tesla’s Move Tesla began rolling out FSD (Full Self-Driving) V14 Lite to early-access Hardware 3 owners, extending a long-awaited self-driving software upgrade to millions of older vehicles. Tesla AI chief Ashok Elluswamy stated the build “distills the driving behavior from AI4’s v14 series” into the older hardware, with “significantly improved safety” as the headline upgrade.

The nuance matters. The feature remains supervised, meaning drivers must stay attentive, and Tesla has said Hardware 3 cannot support unsupervised FSD. The rollout also follows a U.S. regulatory probe into a fatal Tesla incident, so the catalyst is meaningful but not unambiguously bullish.

Analysts are also positioning ahead of Tesla’s upcoming Q2 2026 delivery figures. Polymarket’s crowd-sourced distribution places a 35% probability on deliveries landing in the 400,000 to 425,000 range, with a 29% probability of 475,000 or more.

Retail sentiment remains divided. Reddit sentiment scores were bearish heading into Monday morning, suggesting today’s bounce in Tesla stock is being driven by institutional and technical flows rather than retail enthusiasm.

Rivian and Lucid Ride the Sector Tape Rivian stock and Lucid stock are moving in sympathy with the broader EV rally rather than on individual catalysts. Both names have been under pressure for months, and today’s pop reads as a bounce within a tough year.

Rivian stock entered Monday down 21% year to date (YTD), with a composite prediction sentiment score of 36.29 (bearish). The longer-term overhang reflects soft EV demand and heavy spending tied to the R2 launch.

Lucid stock had been hit harder, sitting 44% lower year to date through Friday’s close. The Gravity SUV ramp and the Uber Technologies (NYSE:UBER)-Nuro robotaxi partnership remain key story stocks, but cash burn keeps a lid on conviction.

Tech Rebound Powers the Risk-On Trade The bounce in Tesla, Rivian, and Lucid is unfolding alongside a broader megacap-tech recovery after last week’s selloff. The NASDAQ 100 was under pressure heading into the session before today’s rebound, and high-beta autonomy and AI names are leading the way back.

Polymarket’s near-term Tesla price ladder reflects a constructive tilt, with an 88% probability the stock closes the week above $412.50 and a 47% probability of closing above $410 by month-end.

Tesla still carries an elevated P/E ratio of 345x, and analysts are split with 23 Buy, 17 Hold, and 7 Sell ratings.

What to Watch Into the Close Investors can watch whether Tesla stock holds above the $405 level into the close and whether the FSD V14 Lite reception broadens beyond the initial early-access cohort. Tesla’s Q2 2026 delivery figures are the next concrete catalyst, and analyst delivery previews could swing intraday sentiment.

For Rivian and Lucid, today is a sympathy rally on a high-beta tape. These remain volatile names, and a single session doesn’t reset the longer-term picture. Investors should consider keeping their position sizes modest given the wide range of outcomes still on the table.

Investors looking for stocks in the Steel - Producers sector might want to consider either Usinas Siderurgicas de Minas Gerais SA (USNZY - Free Report) or Steel Dynamics (STLD - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.

Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.

Usinas Siderurgicas de Minas Gerais SA and Steel Dynamics are both sporting a Zacks Rank of #2 (Buy) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that both of these companies have improving earnings outlooks. But this is just one piece of the puzzle for value investors.

Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.

Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.

USNZY currently has a forward P/E ratio of 5.93, while STLD has a forward P/E of 14.63. We also note that USNZY has a PEG ratio of 0.14. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. STLD currently has a PEG ratio of 0.48.

Another notable valuation metric for USNZY is its P/B ratio of 0.2. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, STLD has a P/B of 3.94.

These are just a few of the metrics contributing to USNZY's Value grade of A and STLD's Value grade of C.

Both USNZY and STLD are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that USNZY is the superior value option right now.

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Rocket Lab USA Inc (NASDAQ:RKLB) announced that it has agreed to acquire Iridium Communications in a cash-and-stock transaction valued at approximately $8 billion in a deal that would combine a leading launch and spacecraft manufacturer with an established global satellite communications operator.

Under the terms of the agreement, Iridium shareholders will receive $27 in cash and a portion of Rocket Lab stock for each Iridium share, subject to a collar mechanism tied to Rocket Lab’s share price. The total consideration implies a value of about $54 per Iridium share.

Following the announcement, Rocket Lab shares surged almost 12% to about $94, while Iridium stock jumped 22% to about $53.

The companies said the combination would unite Rocket Lab’s launch services and satellite manufacturing capabilities with Iridium’s low Earth orbit communications network, global spectrum rights and subscriber base. The merged group would operate as a vertically integrated space company spanning launch, spacecraft production and satellite-based communications services.

Iridium operates a LEO constellation supporting more than 2.5 million subscribers across government, maritime, aviation and commercial markets. The company generated $871.7 million in revenue and $495 million in OEBITDA in 2025, according to the announcement.

Rocket Lab said the acquisition would expand its business beyond launch and manufacturing into recurring satellite services, while improving cash flow and profitability. The company also said the deal would eliminate third-party launch costs for future constellation deployment and give it direct access to spectrum and end-user applications, including IoT, direct-to-device connectivity and positioning, navigation and timing services.

Iridium CEO Matt Desch said the deal would help accelerate development of next-generation satellite communications and other space-based applications,

Rocket Lab founder and CEO Sir Peter Beck said the combined company would be positioned to expand into new markets beyond its existing launch and spacecraft manufacturing business.

Under its financing plan, Rocket Lab has secured a $3.6 billion bridge loan commitment from Deutsche Bank and Wells Fargo and intends to fund the remaining cash portion through a mix of balance sheet resources and additional financing.

The transaction is expected to close in mid-2027, pending regulatory approvals and Iridium shareholder consent.

The mid-term elections likely going against President Trump and the GOP is the biggest reason Richard Safran sees behind the U.S. defense stock slump seen in Northrop Grumman (NOC) and RTX Corp. (RTX) among others. In Europe, he believes the continent has underinvested in defense and attributes the rally in companies like Rheinmetall (RNMBY) as a catch-up trade — until those shares also slid in recent months.