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A month has gone by since the last earnings report for Dycom Industries (DY - Free Report) . Shares have lost about 7.8% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Dycom Industries due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.

Dycom Q1 Earnings & Revenues Top, Raises FY2027 OutlookDycom Industries reported stellar results for the first quarter of fiscal 2027 (ended May 2, 2026). Adjusted earnings and contract revenues surpassed the Zacks Consensus Estimate and grew year over year.

Q1 Earnings & Revenue DiscussionDycom reported adjusted earnings per share (EPS) of $4.42, which topped the Zacks Consensus Estimate of $2.73 by 61.9%. In the year-ago quarter, it reported an adjusted EPS of $2.39.

Contract revenues of $1.96 billion surpassed the consensus mark of $1.67 billion by 18.0% and grew 56.1% year over year. The metric rose 24.7% on an organic basis.

Management noted that demand for fiber infrastructure deployments and data center builds remained robust during the quarter. Power Solutions also outperformed in its first full quarter as part of the Building Systems segment.

Operations & Backlog DetailsAdjusted EBITDA increased 74.6% to $262.5 million from a year ago. Adjusted EBITDA margin of 13.4% expanded 141 basis points (bps) from the year-ago level.

Dycom’s backlog as of the first fiscal quarter totaled $11.91 billion, up 46.5% year over year from $8.13 billion. Of the current backlog position, $6.40 billion is projected to be completed in the next 12 months.

Segmental DetailsBeginning in the fourth quarter of fiscal 2026, Dycom reports results through two reportable segments: Communications and Building Systems.

Communications: This segment’s contract revenues increased 24.7% year over year to $1.57 billion. Growth was driven by expansion into additional geographies and fiber-to-the-home builds that ramped ahead of expectations, supported by favorable seasonal conditions. Adjusted EBITDA increased to $192.4 million from $150.4 million a year ago. Adjusted EBITDA margin of 12.3% expanded 31 bps from the year-ago level. This segment’s total backlog grew to $10.80 billion from $8.13 billion a year ago, with a 12-month backlog of $5.38 billion.

Building Systems: The segment generated contract revenues of $395.4 million. Adjusted EBITDA was $70.0 million and adjusted EBITDA margin was 17.7%. Total backlog stood at $1.11 billion, with a 12-month backlog of $1.02 billion. The segment benefited from strong execution and demand that exceeded initial expectations.

Balance Sheet & Cash FlowAs of May 2, 2026, Dycom had cash and cash equivalents of $538.8 million compared with $709.2 million as of fiscal 2026-end. Long-term debt was $2.81 billion, relatively unchanged from $2.81 billion at fiscal 2026-end.

During the first fiscal quarter, DY repurchased 100,000 shares for $36 million.

Q2 GuidanceDycom expects contract revenues between $1.94 billion and $2.01 billion for the second quarter of fiscal 2027. Adjusted EBITDA is expected to be between $284 million and $303 million. The company anticipates adjusted EPS in the range of $4.40-$4.82.

Fiscal 2027 ViewBased on strong fiscal first-quarter results and expectations for the remainder of the year, Dycom raised its fiscal 2027 outlook. The company now expects contract revenues between $7.38 billion and $7.65 billion, up from its prior guided range of $6.85 billion to $7.15 billion. The updated outlook implies a 33.1-37.9% year-over-year rise and 12.6-15.8% organic growth.

The company continues to anticipate adjusted EBITDA margin expansion in fiscal 2027. In the Communications segment, Dycom expects modest adjusted EBITDA margin improvement as operating leverage offsets continued investment to support growth. In the Building Systems segment, the company now expects adjusted EBITDA margin in the high teens, an improvement from its earlier expectation of a mid-teen margin.

For fiscal 2027, Dycom expects Communications segment revenues between $6.03 billion and $6.20 billion, while Building Systems revenues are projected between $1.35 billion and $1.45 billion.

How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a upward trend in fresh estimates.

The consensus estimate has shifted 16.49% due to these changes.

VGM ScoresCurrently, Dycom Industries has a strong Growth Score of A, though it is lagging a lot on the Momentum Score front with a C. Charting a somewhat similar path, the stock has a score of D on the value side, putting it in the bottom 40% for value investors.

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

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Dycom Industries has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.

NEW YORK, June 26, 2026 (GLOBE NEWSWIRE) -- Lowey Dannenberg P.C., a preeminent law firm in obtaining redress for consumers and investors, is investigating The Ensign Group (NASDAQ: ENSG) (“Ensign” or the “Company”) for potential violations of the federal securities laws.

On June 8, 2026, Hunterbrook published a detailed short-seller report alleging that the company engaged in systemic quality-measure gaming, falsified care-quality data, and improper related-party billing across its skilled nursing operations. Following this news, the price of Ensign stock fell significantly, causing millions of dollars in shareholder losses.

Then, on June 11, 2026, Muddy Waters Research published a short report on Ensign Group, alleging possible Medicare and Medicaid fraud via a scheme to rent licenses of administrators of skilled nursing facilities who are not actually managing the facilities, potentially in violation of the False Claims Act. This news caused the price of Ensign stock to drop even further.

“Our investigation concerns whether the company and its executives provided investors with accurate and complete information about the company,” said Andrea Farah, Lowey Dannenberg, P.C., Partner and Head of the firm’s securities practice.

If you suffered a loss in Ensign securities and wish to participate, check your eligibility through Lowey’s case management platform, https://claimmagic.com/cases/the-ensign-group. Alternatively, you can contact our attorneys Andrea Farah ([email protected]) at (914)733-7256 or Vincent R. Cappucci Jr. ([email protected]) at (914)733-7278.

About Lowey Dannenberg

Lowey Dannenberg is a national firm representing institutional and individual investors who suffered financial losses resulting from corporate fraud and malfeasance in violation of federal securities and antitrust laws. The firm has significant experience in prosecuting multi-million-dollar lawsuits and has previously recovered billions of dollars on behalf of investors.

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Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Sunstone Hotel Investors (SHO - Free Report) and National Health Investors (NHI - 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.

We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great 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, Sunstone Hotel Investors is sporting a Zacks Rank of #1 (Strong Buy), while National Health Investors has a Zacks Rank of #5 (Strong Sell). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that SHO is likely seeing its earnings outlook improve to a greater extent. But this is just one piece of the puzzle for value investors.

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.

SHO currently has a forward P/E ratio of 12.69, while NHI has a forward P/E of 15.70. We also note that SHO has a PEG ratio of 2.60. 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. NHI currently has a PEG ratio of 4.15.

Another notable valuation metric for SHO is its P/B ratio of 1.32. 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, NHI has a P/B of 2.43.

These are just a few of the metrics contributing to SHO's Value grade of B and NHI's Value grade of D.

SHO has seen stronger estimate revision activity and sports more attractive valuation metrics than NHI, so it seems like value investors will conclude that SHO is the superior option right now.

© gchutka / E+ via Getty Images

Shares of FuelCell Energy (NASDAQ:FCEL) are up 24% to $24.45 in midday trading Friday, while Bloom Energy (NYSE:BE) stock is down 13% to $268.65. It’s a rare same-session split for two fuel cell peers that typically trade together on AI data center power sentiment.

The FuelCell Energy catalyst is concrete: a marquee data center power agreement with Fit Energy. The Bloom Energy slide looks more like a profit-taking unwind layered on competitive rotation as capital chases the day’s deal winner.

FuelCell Energy and Bloom Energy both sit at the center of the AI power buildout, and shares of each have had violent runs heading into this session. The pattern is familiar in high-beta themes like FCEL and BE, where sentiment can pivot hard on a single contract announcement.

FuelCell Energy’s 380 MW Deal Drives the Move FuelCell Energy announced a strategic agreement with Fit Energy for up to 380 MW of clean, baseload on-site power for data centers. The deal includes an immediate deposit for an initial 30 MW, with delivery slated to begin in late 2026, plus warrants tied to future deployment milestones. That structure gives FuelCell Energy a near-term revenue trigger and upside tied to scale.

The deal validates FuelCell Energy’s pivot toward AI infrastructure. Management has flagged a commercial pipeline of roughly 4 GW, with 90% tied to data centers. The company is also funding a $200 million to $275 million expansion of its Torrington, Connecticut facility to push annualized capacity to 500 MW.

Analyst sentiment has been catching up. Canaccord Genuity upgraded FuelCell Energy stock to Buy with a $30 price target following the Q2 FY2026 report, citing positioning in AI data center power. CEO Jason Few has framed the strategy as “extending the grid to data centers,” a pitch that fits the AI infrastructure narrative driving today’s tape. Impressively, FCEL stock is up 307% over the past year.

Bloom Energy Cools After a Parabolic Run Bloom Energy stock entered Friday already in retreat after a profit-taking reversal in the prior session, so today’s slide extends a two-session unwind. Coming in, Bloom Energy was up 1,331% over the past year, so single-day air pockets come with the profile.

The competitive subtext matters too. FuelCell Energy’s Fit Energy win lands on the same data center turf Bloom Energy has dominated through its Oracle (NYSE:ORCL | ORCL Price Prediction) collaboration and a $5 billion Brookfield AI-infrastructure partnership. Bloom Energy’s fundamentals remain strong, with Q1 2026 revenue of $751 million, up 130% year over year, and FY2026 guidance raised to $3.6 billion.

Ultimately, trader positioning shifted faster than the fundamentals today. With Bloom Energy stock carrying a forward earnings ratio near 156x, a sharp pullback on rotation pressure fits the profile of a name that has run this far this fast. The product backlog still stands at roughly $6 billion, so today’s move is about price action, not the order book.

What Investors Can Watch From Here For FuelCell Energy, the next test is execution. Converting that 4 GW pipeline into actual revenue, and meeting the late-2026 delivery start on the Fit Energy initial 30 MW, are the concrete milestones. Investors can watch for follow-on data center agreements that confirm today’s narrative, plus any analyst price target revisions ahead of the next earnings report.

For Bloom Energy, the read is more about positioning than fundamentals. Investors may want to watch analyst valuation commentary in the coming sessions, given the size of the prior rally and the new competitive data point from FuelCell Energy. Bloom Energy stock carries a beta of 3.7, so risk-management discipline matters for anyone sizing fresh exposure.

The bigger picture: the on-site power thesis for AI data centers remains intact across both FuelCell Energy and Bloom Energy. Today’s divergence is more about who owns the next headline than a structural shift in the sector. Stock traders can keep their position sizes modest given the volatility both stocks just put on display, and they may want to track whether FuelCell Energy stock’s gap holds into next week.

This news comes during a mixed market day, with the health care sector gaining about 2.76%, while the broader S&P 500 remains flat.

• ACADIA Pharmaceuticals stock is charging ahead with explosive momentum. What’s fueling ACAD momentum?

ACAD Stock Jumps On CHMP Recommendation For DAYBU In EUThe CHMP has recommended granting marketing authorization for DAYBU (trofinetide), which, if approved by the European Commission, would be the first treatment for Rett syndrome symptoms in the EU.

This recommendation is based on positive results from the Phase 3 LAVENDER study, which showed significant improvements in core features of the condition.

In February, the CHMP voted negatively for trofinetide for Rett syndrome, following its recent CHMP oral explanation.

ACAD Technical Analysis: Momentum, Overbought Signals and ResistanceAcadia Pharmaceuticals is currently trading at $26.57, significantly above its 20-day simple moving average (SMA) of $22.02, indicating strong short-term momentum.

The stock is also 23.1% above its 20-day SMA, suggesting a bullish trend, although the relative strength index (RSI) is at 82.37, indicating that the stock is in overbought territory.

While the 50-day SMA is below the current price, the 50-day SMA has recently crossed below the 200-day SMA, marking a death cross in March, which could signal caution for longer-term investors.

The stock’s current price is also nearing key resistance at $28, which could be a pivotal point for future price action.

How ACAD Ranks On Value and MomentumBelow is the Benzinga Edge scorecard for Acadia Pharmaceuticals, highlighting its strengths and weaknesses compared to the broader market:

Value: 63.15 — The stock is reasonably valued relative to peers. Momentum: 29.67 — Stock is underperforming the broader market. The Verdict: Acadia Pharmaceuticals’ Benzinga Edge signal reveals a mixed profile, with a solid value ranking but weak momentum indicators. This suggests that while the stock may be fairly valued, it faces challenges in maintaining upward momentum in the current market environment.

Top ETFs Holding Acadia Pharmaceuticals (ACAD) Alger Weatherbie Enduring Growth ETF (NYSE:AWEG): 4.64% Weight ACAD Stock Price Activity: ACADIA Pharmaceuticals shares were up 8.60% at $26. at the time of publication on Friday, according to Benzinga Pro data.

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Key Takeaways PNC passed the Fed's 2026 stress test, with SCB held at 2.5% through Oct. 1, 2027.The company plans to raise its quarterly dividend 18% to $2 per share, pending approval.PNC's CET1 ratio stood at 10.1%, comfortably above the 7% minimum requirement as of March 31, 2026. Following the release of the Federal Reserve's 2026 stress test, PNC Financial Services (PNC - Free Report) announced its planned capital actions and reaffirmed its strong capital position. According to the Fed's stress test results released on June 24, 2026, PNC was among the 32 U.S. banks that successfully passed the test.

Consistent with the Fed's announcement in February 2026, PNC's stress capital buffer (SCB) will remain unchanged at the regulatory minimum of 2.5% until Oct. 1, 2027, while the agency reviews public feedback on its supervisory models. A new SCB requirement, based on the results of the 2027 stress test, is expected to become effective thereafter.

The Fed's Comprehensive Capital Analysis and Review also estimated PNC's minimum capital ratios for the period from the first quarter of 2026 through the first quarter of 2028 under the hypothetical severely adverse scenario. During the stress test horizon, PNC's Common Equity Tier 1 (CET1) capital ratio declined by only 0.3% from its starting level to the minimum level, marking the strongest performance among its peer group.

Including the Basel III minimum CET1 capital requirement of 4.5%, PNC is required to maintain a CET1 ratio of at least 7%. As of March 31, 2026, the company's CET1 ratio stood at 10.1%, significantly above the required minimum level. This underlines PNC's capital strength and enables the company to undertake growth initiatives and continue capital payouts.

As part of its capital plan, PNC intends to raise its quarterly cash dividend by 18% to $2 per share from $1.7. The proposed increase remains subject to approval by the company's board of directors at its July 6, 2026, meeting and is expected to become effective in the third quarter of 2026.

Based on yesterday's closing price of $245.3, PNC's current dividend yield stands at 2.8%, higher than the industry's 1.7%. Over the past five years, the company has increased its dividend five times.

Dividend Yield
Image Source: Zacks Investment Research

Apart from the dividend hike, PNC continues to return capital through share repurchases. In July 2022, the company authorized a 100 million-share repurchase program. As of March 31, 2026, nearly 32 million shares remained available under the authorization.

PNC also maintains a solid liquidity position. As of March 31, 2026, total available liquidity, comprising cash and due from banks as well as interest-earning deposits in banks, was $31.7 billion. With no short-term debt and a long-term debt of $63.9 billion as of March 31, 2026, the company maintains a healthy funding profile.

Supported by robust capital levels, solid liquidity and continued earnings strength, PNC appears well-positioned to sustain its capital distribution activities while supporting future growth. The planned dividend increase, along with ongoing share repurchases, underscores management's confidence in the company's financial strength and long-term outlook.

Other Banks Signal Higher Dividend Post 2026 Stress TestOther firms also announced higher capital return plans following the completion of the 2026 stress test process, including Citigroup (C - Free Report) and U.S. Bancorp (USB - Free Report) .

Citigroup plans to increase its quarterly common stock dividend by 12% to 67 cents per share from 60 cents, subject to quarterly board approval, starting in the third quarter of 2026.

U.S. Bancorp intends to raise its quarterly dividend by 3.8% to 54 cents per share from 52 cents, subject to board approval, with the increase expected to become effective in the third quarter of 2026.

PNC’s Price Performance and Zacks RankOver the past six months, shares of PNC Financial have rallied 14.7% compared with the industry’s growth of 4.8%.

Price Performance
Image Source: Zacks Investment Research

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

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In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss:

Data centers might have a climate problem.A dive into Accenture’s earnings.The challenges facing the IT consulting industry.The SEC’s proposed change from quarterly reports to two times a year. Read our full statement at https://www.fool.com/savethe10q and learn how to submit a public comment to the SEC.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.

A full transcript is below.

This podcast was recorded on June 18, 2026.

Tyler Crowe: The SaaS Apocalypse was the wrong apocalypse, today on Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I’m your host, Tyler Crowe, and today I’m joined by longtime Fool contributors, Matt Frankel and Jon Quast. We're going to get into the kind of decline, I guess, if you will, of the IT services consulting industry over the past couple of years, based on Accenture's earnings that were released earlier today. We're also going to do something a little bit different. It's a special message from Motley Fool at the end here.

But we're going to start today with a recent report on how climate could be a much bigger factor for data centers than originally thought. Now, Matt, you originally brought this idea to the table with us. What was the market missing about data centers that this report was bringing out?

Matt Frankel: Yes, so it was a study by First Street that was released today. It analyzed 97 different data center markets around the world. The headline is that nearly 90% of our global data center capacity today, not what's being built, is at an elevated risk from climate-related hazards, think flooding, think windstorms, wildfires. Most underwriting, when you're buying insurance for real estate, it still uses historical data, which isn't doing a good job of predicting how climate events perform today. I know Jon lives in Florida. This is why a lot of insurers have exited Florida because the past-looking data isn't doing a good job.

Data centers are generally expected to operate for 20-30 years, so this could become a big problem, especially as we rely more heavily on data centers for all of our AI infrastructure needs. Some of the most exposed markets are international, like, Asia Pacific is the worst, but Northern Virginia, which we would call the data center capital of the United States, has an above-average level of exposure here. Here's the key takeaway, and this is confirmed by separate research, not just this study: By 2030, more than half of data center hubs are going to find their water supplies stressed due to their cooling demand. Data centers produce a lot of heat. They actually create what are known as heat islands by warming the land around them by as much as 16 degrees in documented cases. Now, all of this can be mitigated at least on the building level. You could build buildings to be flood-resistant, and something that you see all the time in Florida. You can see power sources being upgraded. You can see cooling systems, but the stress on the supporting infrastructure, the power grids, the roads, the water supply in the local area, it's a real problem that's being overlooked.

Tyler Crowe: This is definitely a topic that's been bubbling up from time to time and kind of manifesting in various ways, and also not mentioned, like in their report, and I think we’re all hinting at it, too, is that data centers are really expensive. The cost of these and getting them right makes a lot of sense, you're saying flood-resistant buildings and whatnot. But I'm thinking of, like, Meta's Hyperion Data Center, which is being built in Northeast Louisiana, that's expected to be a $200 billion facility. If you have to insure a warehouse, that's maybe a few million dollars, that's one thing, but $200 billion insurance or trying to mitigate that risk when you're doing construction is a big deal, because over the next 20 or 30 years, who knows what's going to happen? I have a two-part question for you both. Is there a specific part of the market within this AI infrastructure data center build-out that you see this report actually impacting? Then, on a scale of 1-10, 10 being the most actionable, how actionable is this to investing in that specific market?

Jon Quast: Well, let me just start with the 1-10 scale. In isolation, I would say this report from First Street is actionably a one. I don't want to say that there's nothing wrong here with the climate whatsoever or anything wrong with the study, but let's be clear. First Watch, it's on a mission to connect climate and financial risks together. That's why it exists as a research firm. It doesn't surprise me that it's sounding the alarm a little bit here on preparedness for climate risk. Some of the key constituents here would actually push back, including some of those who are building the data centers, saying, we're very aware of the climate risks, and we're already taking measures to counter those risks. I don't think there's anything really new here personally from the First Street report.

Now, that's it, I mean, there is a huge build-out trend, and there are lots of constraints that we're running up against. It's not just climate-related. I mean, you look at just the land issue that it takes. We need more data centers for AI, or at least they want to build more data centers for AI. Guess what? A lot of people are becoming increasingly uncomfortable with the land in their city, in their county being used for that purpose. Right or wrong, that is the perception that's growing. Power is also something that's coming up against the wall. Even chips. I think this is an interesting one. There's some as far as how much compute we want to put in these data centers. Is Taiwan's Semiconductor even capable of churning out that many right now? Elon Musk would say no, which is why he's investing in the Terafab, and we need more, and there's no player out there that can supply everything that we need. There are many constraints.

As far as actionability, when it comes to that, I would say it's more of like a five. There are a lot of constraints that are worth thinking about. I think there's a place in your portfolio to think about smart use of limited resources. In my portfolio, for example, I have Badger meter. This is for water management. That to me just makes sense. We need to be smarter with our water, and you can do that with the products and services that Badger Meter supplies. I can see a case for Itron, which is more power management, stuff like that, but then, man, I also think about if we do run up against some walls here in the build-out, that is kind of an issue because there are some stretched valuations in the stock market. A slowdown in the build-out could impact those things. Just some things to keep an eye on.

Matt Frankel: Yes, so I would say the cooling solutions for data centers in particular are an excellent opportunity to invest in this right here. Vertiv's symbol is VRT. That's one of the most direct ways you can invest in this. They make power management systems, thermal management systems, and liquid cooling systems, all for data centers. It's already been one of the best-performing AI infrastructure stocks in recent years. But the massive cooling needs, especially as from the climate-related issues, are not totally priced in yet. I'm also at a five or so when it comes to actionability, and the reason is because the need for data center cooling was already an investible trend. This is not new because of a climate study. This is why stocks like Vertiv have performed so well. This certainly adds to the bull thesis, which is why I kind of split the difference with a five.

Tyler Crowe: I'm perplexed by this one, too, because my immediate thought when I saw this was to that point about Meta, and it's 200 billion — billion with a B — facility. I started thinking about insurance, because how the heck does a single insurance company insure a $200 billion building for something like flood insurance or/and hurricane insurance? From an actionability standpoint, I can see this being a huge risk, and almost to my thing, it's like a six or seven, but it's really hard for me to figure out specifically where that risk is located. I'm not looking at Berkshire Hathaway's GEICO doing auto and homeowner insurance, as that's going to be an essential existential risk for somebody like that, but there is somewhere along the chain of insurance that is going to be tied to these massive data center build-out, probably somewhere in the excess and surplus industry. I don't know where it is, but I definitely want to go digging and find out. Coming up after the break, we're going to talk about IT consultancies and why they're doing so lousy lately.

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Tyler Crowe: Now, we talked a little bit about the SaaS Apocalypse, where AI is going to eat anything software, and maybe some of that's a little overblown. Maybe some are going to do well, some are going to fail. But one place that I think is getting not nearly as much conversation related to the doom and gloom is the ICT consultancy and IT services industry because this is an industry that's hurting even worse. And just as an example, shares of Accenture are down about 17% today, as we're taping after the company reported its fiscal third quarter results. It was a story that we heard quite a bit. Numbers for the quarter look relatively fine, but it's the things that didn't really get said that had everyone worried. That's what I think we saw, right Matt?

Matt Frankel: Yes, I mean, as you said, the numbers look fine, and that's a good word for it. Revenue was up 6% year over year, basically in line with estimates. Earnings were up 9%, slightly beat estimates. Operating margin showed a pretty solid improvement, and to be fair, management is showing really good cost discipline. That's why margins are growing. That's why earnings are growing faster than revenue. But revenue guidance was narrowed to 3-4% for the full year from previous range of 3-5%, so slightly lower. There's no more sure-fire way to make a stock go down than to lower your guidance. Earnings growth is supposed to be about 10-11% for the year. It's fine, but nothing to get excited about. The guidance, like I said, is the biggest drag on the stock. The percent to 3-4% earnings growth, quite frankly, doesn't justify much more than 13 times earnings it's trading at after this drop.

Tyler Crowe: Yes, the SaaS Apocalypse has been a topic that's often covered in financial media, and certainly, we've dipped our toes into it from time to time. It makes for pretty good chatter, and at the same time, there's a lot of people who have stocks in the SaaS Apocalypse trade that have not done so well recently. Now, thesis thesis that kind of had mixed results so far. Well, we haven't probably spent enough time is on this IT consultancy apocalypse. Over the past decade, shares of Accenture are up a meagre 32%, and it's after probably almost a 50% drop from their high. Accenture is one of the best-performing IT consultancies over that time. You look at companies like Globant or EXL Services. These are all companies that are doing far worse, and it's really impacting not just like any single company, but anybody who's invested in this industry is really hurting.

Matt Frankel: Yes, I mean, Tyler, we've sold some of those in our Hidden Gem services throughout The Fool and for that reason because it's an undercovered story, but it is really hurting lately, and I mean, on the other side of it, we've added some stocks that have IT consultancy businesses, but do a lot of other things that are getting ahead of the AI curve. I'm going to mention one of those in just a minute, but it's we have been seeing this for a while now.

Tyler Crowe: Yes, and this is I feel like a quandary for most investors because so far the financial numbers for all of these mentioned IT services companies they're still OK. Revenue is still growing. It's not as good as it was, but I wouldn't say like five-alarm fire sort of things. A lot of the stock decline has been basically drastic changes in market sentiment and stock valuation resets. I want to get both of your opinions on this one, and, Jon, I'm going to go to you first. These valuations, deeply depressed stock prices. Is there a company in this industry that's worth considering or based on what you've seen from AI and some of the threats we've seen recently, is this just like a no-go area until they can figure out how to compete or build businesses that are more complementary to AI?

Jon Quast: Yes, for me, the IT space is completely uninvestable right now, it's a no-go. Now, that said, I mean, it's just a space that's going to be full of losers, I think. Now, not to say there's not going to be any winners in the space, but I just prefer to avoid the entire space, because there are so many land mines out there. You mentioned that the numbers are still OK, and that is a good point, but the counterpoint to that is we do want to sell our businesses before the numbers turn bad. If we have a reasonable suspicion that the numbers could turn negative in the future, then we kind of want to get out in front of that before it actually manifests, because at that point, the stock is probably going to be even down more than it is right now.

As we look out in the IT space, I do think this kind of a business gets tougher the further I look out and there's reasons for this. I do think that personalized advice from a human person is a dying art form. For better or for worse, I would personally say probably a little bit more towards the worst, but it is being replaced by AI, this personalized input into your business, into your life. AI is doing that more and more than a human. I think you could make the argument that ChatGPT is already the world's largest mental health services provider. We can say, you shouldn't be going to ChatGPT for mental health assistance.

Maybe that's right, but people are, and that's the point here. Think about somebody like Tim Ferriss, recently coming out. This is the author of The Four-Hour Work Week. Recently coming out and saying that his sales in 2026 are trending 80% lower than in 2022, based on the data he has so far, and that is a very steep 50 or greater than 50% drop off this year in his sales compared to last year, and last year was another huge drop off. Increasingly, you're seeing where somebody would have gone to a book like that before and said, how can I personalize this for me? Now just going straight to the AI and saying, How can you personalize this concept for me, and it does it for you, and we kind of have this sense that AI knows me better, that it can personalize it better, that we can even guide it to tell us a little bit what we want. I think that's what we're all looking for, whether we like to admit it or not, whereas a person might tell you something you don't want to hear. We are doing this more and more. I think the business space is happening more and more that way. Businesses were maybe going to Accenture to get advice on how to implement AI, and now you can really just ask AI how to implement itself.

Matt Frankel: Yes, so, I mean, if you believe that Accenture's revenue is going to stabilize at that 3% to 5% long term growth rate, it could be a solid value here. I mean, you'll get a nearly 4% dividend yield while you the business produces over $10 billion of free cash flow a year, and you're getting it at a low double-digit earnings multiple. I'm not buying it, but there could be value there. One that is on my radar, and it's the most recent position I've bought in my portfolio is IBM. They have an IT consulting business that they consider kind of their legacy business. It's been under pressure just like Accenture's, but they also have their infrastructure business, their mainstream business, the mainframe business, their software business. There are several areas of their business, including those where AI adoption is actually a major tailwind.

Whenever you have an industry that's in the midst of disruption and uncertainty, I like to look for companies that do a lot of other things well, too. The recent confluent acquisition certainly moves IBM further from relying on their legacy revenue streams. Management is also doing a great job of being on the forefront of new trends. I can't name a publicly traded company that's further along in quantum computing, just to name one example. IBM is the way I would play the space right now, and I have, but I wouldn't be buying Accenture or any of the other peer plays.

Jon Quast: To circle back to what Matt was saying about Accenture possibly being a value here or at least laying out, but it does make a little bit of sense from a value perspective. If you're in that camp, just keep in mind a few things with Accenture, announcing over $4 billion in cybersecurity acquisitions today, and the acquired businesses don't earn a profit. When you think about the future earnings of Accenture, they're going to come down more than likely, at least temporarily while these things scale. Also, the acquisitions it made at 20 times enterprise value to annual recurring revenue. That's not exactly cheap. The perceived value with Accenture, just be careful when you're looking at those backward-looking metrics. I might not be quite the value that it seems to be, and the acquisitions that it's making kind of aggressively are what is going to cause the future value.

Tyler Crowe: Well, certainly, the outlook for these is probably one of the less certain times we've seen in the IT consulting services. We're going to do something a little bit differently in the next segment, and it's actually just gonna be me. I want to say thank you to Jon and Matt before we go off to the break. We'll talk to you guys this time next week.

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Tyler Crowe: Hey, Fools, it's just me for this last segment because we, The Motley Fool, want to take a moment to talk about something important happening right now that affects every individual investor. The SEC is proposing to allow public companies to cut their financial reporting in half from four times a year to twice a year. The stated goal is to reduce short-term, short-term thinking in corporate America, and we do. We think that's a noble goal, but this isn't the fix that we're looking for. Here's the thing. When you own a stock, you're a part-owner of that business. Management works for you. Quarterly reports are your regular look inside the business you own, the financials, the trends, management's own account of what's happening and why. Institutional investors and big Wall Street firms can get this in so many ways and spend millions of dollars and have armies of analysts to figure this stuff out.

We as individual investors don't have those resources. We have quarterly reports. You cut that to twice a year, and you double the information gap between insiders and the rest of us. The research backs this up. When the U.K. tried something similar, corporate investment behavior didn't change at all. The only thing that changed was how much information individual investors had to work with. 26 years ago, The Motley Fool community helped pass Regulation Fair Disclosure by flooding the SEC with comment letters. It was pivotal in leveling the playing field between Wall Street and individual investors. We can do it again. The public comment window for this proposal closes on July 6. No, you can head to fool.com/savethe10q to read our full breakdown and submit your comment. The link for this special request is also going to be in the show notes. It takes five minutes, and it matters. This is your market. This is your business. We want you to make your voice heard.

That's all the time we have for today. I'm going to hit disclosure when I'm gonna get out of here just by myself. As always, people on the program may have interest in the stocks they talk about, and The Motley Fool may have formal recommendations for or against. Don't buy or sell stocks based solely on what you hear. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers. Advertisements, sponsored content, and provide for informational purposes only. See our full advertising disclosure, please check out our show notes. Thanks to producer Barb Chen and the rest of The Motley Fool team. For Matt, Jon, and myself. Thanks for listening, and we'll chat again soon.

Key Takeaways Marvell Technology posted a record Q1 fiscal 2027 operating cash flow of $638.8M despite major acquisitions.MRVL spent $1.42B on investing, mainly for Celestial AI and XConn Technologies acquisitions.Marvell Technology ended the quarter with $3.84B cash to support acquisitions and investments. Marvell Technology (MRVL - Free Report) delivered a record operating cash flow of $638.8 million in the first quarter of fiscal 2027, almost doubling from $332.9 million reported in the year-ago quarter. This strong performance came despite the company completing major acquisitions during the first quarter of fiscal 2027, highlighting the strength of its underlying business and its ability to generate healthy cash from operations.

Marvell Technology's investing activities reflected its strategy of expanding through acquisitions. The company used $1.42 billion in investing activities compared with $94.1 million in the prior-year quarter. Most of this spending was related to the acquisitions of Celestial AI and XConn Technologies, while capital expenditures increased to $155.7 million, demonstrating continued investment in technology and infrastructure.

The improvement in operating cash flow was largely driven by non-cash expenses and favorable working capital movements. MRVL’s cash flow remained strong because of $225.2 million in amortization of acquired intangible assets, $207.6 million in stock-based compensation, and a $331.8 million increase in the fair value of contingent consideration liability.

Financing activities generated $1.99 billion in cash, primarily due to the issuance of $2 billion of Series A Convertible Preferred Stock. The company also raised $998.9 million through borrowings while repaying $500 million of debt. Overall, Marvell Technology maintained a strong liquidity position, ending the quarter with $3.84 billion in cash and cash equivalents.

MRVL’s current strategy will provide ample financial flexibility to fund acquisitions, capital investments and shareholder returns. MRVL would be able to maintain its leadership in the Custom Silicon, Networking & Switching, Optical Interconnect, Optical Components, Automotive and Enterprise Networking spaces.

How Competitors Fare Against MRVL StockThe company faces stiff competition in the networking and custom silicon space from Broadcom (AVGO - Free Report) and Advanced Micro Devices (AMD - Free Report) .

Broadcom is a leader in the domain of custom silicon solutions for data centers. Broadcom’s advanced 3.5D XDSiP packaging platform is critical to ensure the performance and efficiency of custom AI XPUs.

Advanced Micro Devices is another established player in the custom silicon solutions and AI accelerator market. Advanced Micro Devices offers semi-custom SoCs and Instinct Accelerators to power data centers.

MRVL's Price Performance, Valuation and EstimatesShares of Marvell Technology have gained 231% year to date against the Zacks Electronics - Semiconductors industry’s growth of 56.2%.

MRVL YTD Performance Chart
Image Source: Zacks Investment Research

From a valuation standpoint, Marvell Technology trades at a forward price-to-sales ratio of 18.12X, lower than the industry’s average of 10.13X.

MRVL Forward 12-Month (P/S) Valuation Chart
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for MRVL’s fiscal 2027 and 2028 earnings implies year-over-year growth of 42.3% and 53%, respectively. The estimates for fiscal 2027 and 2028 have been revised upward in the past 30 days.

Image Source: Zacks Investment Research

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

In this article

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Marvell Technology’s new chief financial officer, Dan Durn, made his first open-market sale since joining the company as a board member in 2024. (David Paul Morris/Bloomberg)

Shares of Marvell Technology pulled back amid a wider tech downturn, just days after the company’s newly appointed finance chief executed his first open-market stock sale.

Lululemon Athletica Inc (NASDAQ:LULU) shares rose more than 3% after shareholders approved three management-backed directors at the company’s June 25 annual general meeting, helping resolve a prolonged proxy dispute with founder Chip Wilson.

The elected directors include former Levi Strauss CEO Chip Bergh, Unilever executive Esi Eggleston Bracey and finance veteran Teri List. Their appointment strengthens the board as the company prepares for incoming CEO Heidi O’Neill, who is set to take over in September.

Lululemon also confirmed that two of Wilson’s nominees, former On co-CEO Marc Maurer and former ESPN chief marketing officer Laura Gentile, have also joined the board as independent directors.

A third mutually agreed director is expected to be added by October 1, expanding the board to 11 members.

The changes follow a settlement reached in May aimed at ending months of public tension between Wilson, who owns about 8.6% of the company, and Lululemon’s leadership.

Under the agreement, Wilson has also committed to an 18-month period of refraining from public criticism of the company.

Lululemon has struggled amid intensifying competition from rivals such as Alo Yoga and Vuori, with the stock down about 50% in the last 12 months.

Wendy’s (NASDAQ:WEN | WEN Price Prediction) stock is up 6% to $7.74 in Friday midday trading, extending a remarkable rebound for the burger chain. The move puts the stock on track for what would be a third straight weekly gain after shares touched a roughly 12-year low on Monday.

The catalyst remains the viral “Save Wendy’s” campaign that swept r/WallStreetBets earlier this week, where posts like “Fixing Her: A Wendys (WEN) DD” drew hundreds of upvotes and lit up retail trader feeds. Reddit sentiment on Wendy’s peaked at a bullish score of 72 on June 25 before cooling.

Despite the rally, the stock remains down 34% over the past year. That collapse is exactly what created the unusual value and yield profile now drawing fundamental buyers alongside the meme crowd.

The “Save Wendy’s” Setup The meme army’s pitch is a classic short squeeze. Wendy’s stock short interest sits near 23% per S3 Partners and a record 26% per Yahoo/Koyfin data, giving forced buying real fuel. Reddit activity on r/WallStreetBets carried WEN stock higher all week.

Yet, the cooling has already started. By Friday, sentiment had dropped to neutral readings of 56 to 58, and a skeptical post titled “Wendy’s Meme Rally distracts from the bigger picture” began gaining traction. Mechanical short-covering can reverse swiftly once forced buyers are tapped out.

The Value Case for Wendy’s Per Yahoo Finance, Wendy’s stock trades at a trailing P/E ratio of 10.1x with a forward dividend yield of 7.65%. Unlike pure meme names, Wendy’s generates free cash flow and has a long history of paying dividends, with the most recent $0.14 quarterly payout distributed on June 15.

Insider conviction backs the value thesis. Wendy’s director and 10% owner Peter May bought 4,166 shares on April 3 at $7.14, with director Bradley Peltz purchasing 3,448 shares the same day at the same price. Nelson Peltz’s Trian Fund Management remains involved, and speculation continues about whether leadership changes could lead to a broader transaction.

Settled leadership adds to the turnaround narrative. Bob Wright is now Wendy’s permanent CEO and Steve Cirulis is the new CFO, both formerly at Potbelly, driving the “Project Fresh” turnaround plan.

The Bear Case Investors Can’t Ignore The high yield is partly a math artifact of a collapsing share price. Wendy’s stock is down 66% over five years, the textbook profile of a potential value or dividend trap if the turnaround stalls. Dividend sustainability becomes a fair question, not a forecast.

The fundamentals justify the skepticism. Wendy’s Q1 2026 U.S. same-restaurant sales fell 8%, a sharp deterioration, and net income dropped 42%. A low trailing P/E ratio on declining earnings can flatter the picture because forward earnings may look quite different.

Wall Street remains cautious on Wendy’s stock. The analyst consensus skews to hold, with 16 hold ratings against just 1 strong buy and 3 buys, and an average target of $7.79 roughly in line with current trading.

What to Watch The next real test for Wendy’s stock arrives with Q2 2026 earnings on August 14. Same-restaurant sales trends and early strategy commentary from Cirulis can shape whether the bounce holds.

For now, Wendy’s stock looks like more than a pure meme name, as the company has real cash flow and real insider buying activity. However, the depressed valuation reflects genuine traffic problems that have not yet turned. Investors interested in the turnaround thesis should consider keeping their WEN position sizes modest until Q2 results confirm whether Project Fresh is starting to bite.

Investors might want to bet on ATI (ATI - Free Report) , 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.

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

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

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

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

For ATI, 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 ATIThis maker of steel and specialty metals is expected to earn $4.43 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for ATI. Over the past three months, the Zacks Consensus Estimate for the company has increased 5.4%.

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 ATI 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.

U.S. ‌energy firms ​this ​week added the ⁠most ​rigs ​in a week ​since ​June 2022, energy ‌services ⁠firm Baker Hughes ​said ​in ⁠its ​report ​on ⁠Friday.

12:37pm: Onsemi (NASDAQ:ON) slides  Onsemi (Onsemi (NASDAQ:ON)) shares fell about 19% on Thursday after the semiconductor company announced an agreement to acquire Synaptics (NASDAQ: SYNA) in an all-stock transaction valued at approximately $7 billion.

Shares of Synaptics added about 3% to about $130 on the news.

Under the terms of the deal, Synaptics shareholders will receive 1.35 shares of Onsemi (Onsemi (NASDAQ:ON)) common stock for each Synaptics share they own, representing an approximately 19% premium to the companies' respective 10-day volume-weighted average closing prices.

Synaptics shareholders are expected to own about 12% of the combined company on a fully diluted basis following the transaction.

Onsemi said the acquisition would expand its focus beyond power and sensing technologies into intelligent systems and edge artificial intelligence applications. The company expects the combination to increase its total addressable market by $30 billion to $243 billion by 2030 and strengthen its position in what it describes as "Physical AI" applications, including autonomous vehicles, robotics and augmented and virtual reality.

11:30am: Stocks bounce back Dip buyers have made their move, sending US stocks higher after a wave of selling. The Dow was up 0.3%, the S&P 500 added 0.2% and the Nasdaq was up 0.1%.

“The recovery is a testament to the staying power of this rally, but holding on to gains has proved problematic throughout the week,” IG chief market analyst Chris Beauchamp said.

“Fortunately the sessions before US Independence Day tend to give bulls the upper hand, potentially shifting the tone next week.”

Meanwhile, oil prices fell back to multi-month lows. Crude prices fell more than 4.5% to below $69 per barrel.

“Dips in stocks get bought, while bounces in oil get sold, and heavily so. Both WTI and Brent teeter on the brink of new multi-month lows as Hormuz shipping continues without much interruption,” Beauchamp said.

10:05am: Tech under pressure US stocks started Friday’s session lower as investors pulled back from tech stocks following the news that OpenAI would delay its IPO until next year.

The Nasdaq was down 0.2% at 25,306 points, the Dow Jones was down 0.1% at 51,880 points, S&P 500 was flat at 7,357 points.

“A rotation is going on in US stocks right now, the weakest performing companies on the S&P 500 include those most closely linked to AI, including Palantir and Oracle, which are down 18% and 16% respectively this week,” said Kathleen Brooks, research director at XTB.

“There are also chunky losses for some of the Magnificent 7, including Microsoft, Alphabet, Apple and Nvidia. The move away from tech heavy AI names is allowing value stocks to shine.”

8:15am: Difficult session in sight US stocks are set for another difficult session on Friday, with the Nasdaq on course for a fifth straight day of losses as investors continue to rotate out of technology shares ahead of the quarter-end.

Nasdaq futures were down 1.2% ahead of the opening bell, while S&P 500 and Dow Jones futures fell 0.5% and 0.1%.

It comes after a mixed session yesterday, as a 6% drop in Apple shares weighed on the Nasdaq, which partially recovered from steep early losses to finish the day down 0.5% at 25,358 points, a collapse of over 1,000 points or 4.1% over the first four days of the week.

The S&P 500 closed almost completely flat at just under 7,358 points, while the Dow Jones added 0.1% at a little under 51,921 points.

This was followed by a bruising overnight session in Asia, where South Korea's Kospi tumbled 5.8% and Japan's Nikkei fell 4.2% as semiconductor and technology stocks sold off sharply.

European markets are also lower, with the technology rout spreading across the region.

The selloff comes despite strong results from memory chipmaker Micron earlier this week

"Concerns are growing over AI-related capital expenditure and just where all the money required for it is going to come from," said market analyst David Morrison at Trade Nation.

"It is becoming clear that even the largest tech behemoths can no longer fund AI development out of their operating cash flow."

Apple dropped 6% on Thursday after warning that higher memory costs would force it to raise prices, while Microsoft fell almost 4% after increasing Xbox prices because of rising component costs.

As we stand just three trading days from the end of the second quarter, Kenny Polcari at Slatestone Wealth said, "this is not what the beginning of a bear market looks like. This is what sector rotation looks like", arguing that investors are taking profits in the biggest winners and reallocating money into industrials, healthcare and other overlooked sectors.

With the equal-weight S&P rising while the main weighted index struggled, Polcari added: "The generals took a hit... the troops kept marching."

Investors were also digesting the latest US inflation data. Core PCE, the Federal Reserve's preferred inflation gauge, rose to its highest level since October 2023, reinforcing expectations that interest rates could remain higher for longer.

Bitcoin staged a modest recovery above $60,000 after briefly falling below $59,000 on Thursday, while oil prices remained volatile amid renewed tensions in the Middle East and uncertainty surrounding OPEC+ production plans.

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

Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Carpenter Technology (CRS - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.

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

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

Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for CRS that show why this maker of stainless steels and special alloys shows promise as a solid momentum pick.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.

For CRS, shares are up 4.45% over the past week while the Zacks Steel - Speciality industry is up 1.59% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 29.7% compares favorably with the industry's 2.12% performance as well.

Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Over the past quarter, shares of Carpenter Technology have risen 53.06%, and are up 119.22% in the last year. On the other hand, the S&P 500 has only moved 11.94% and 22.09%, respectively.

Investors should also pay attention to CRS's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. CRS is currently averaging 781,464 shares for the last 20 days.

Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with CRS.

Over the past two months, 4 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost CRS's consensus estimate, increasing from $10.29 to $10.56 in the past 60 days. Looking at the next fiscal year, 4 estimates have moved upwards while there have been no downward revisions in the same time period.

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

NEWPORT NEWS, Va., June 26, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) and the U.S. Navy celebrated the opening of a new facility at Newport News Shipbuilding Thursday that will enhance the work environment for sailors and shipbuilders during refueling and complex overhaul (RCOH) of nuclear-powered aircraft carriers.

The Carrier Refueling Overhaul Workcenter (CROW) provides approximately 80,000 square feet of dedicated space near aircraft carriers undergoing RCOH. The facility includes office spaces for sailors and shipbuilders, as well as quality of service areas sailors can utilize while executing RCOH.

“This new facility, designed to serve sailors — and benefit shipbuilders as well — is a shining example of what teamwork can do,” NNS President Kari Wilkinson said. “We are grateful for the tenacity with which this project was envisioned, pursued and executed, and we are honored to celebrate its opening.”

“The RCOH facility directly supports Admiral Caudle’s ‘Sailors First’ vision for the Navy,” Vice Chief of Naval Operations Adm. James Kilby said. “It is our obligation to our sailors and the employees at this shipyard to keep improving and striving to deliver the best quality of service. This facility provides our sailors and shipyard partners with a dedicated, modern space outside of the heavy industrial environment to build sailors’ well-being and warfighting readiness.”

Photos accompanying this release are available at: https://www.hii.com/news/hii-and-us-navy-celebrate-opening-of-carrier-refueling-overhaul-workcenter-at-newport-news-shipbuilding.

The new CROW facility is located mid-yard at NNS, conveniently between the dry dock and the outfitting pier that support RCOH work.

About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 44,000 strong. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Contact:

Todd Corillo
[email protected]
(757) 688-3220

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/c50274bd-5f92-458f-ba10-7aeb8fc1ed09

© mayu85 / Shutterstock.com

Enterprise Products Partners (NYSE:EPD | EPD Price Prediction) is built for decade-long ownership because it sits on irreplaceable midstream infrastructure that collects fee-based tolls regardless of where crude or natural gas trades on any given morning. For an investor in their 50s or 60s who has been chewed up chasing momentum, the EPD profile fits a register-for-distribution-reinvestment, leave-it-alone holding.

Pillar One: Durability That Cannot Be Replicated Enterprise operates over 50,000 miles of pipelines, along with 300+ million barrels of storage capacity and Gulf Coast export terminals that no new entrant can realistically replicate. The economics are tollbooth simple: roughly 80% or more of operating cash flow comes from fixed-fee, long-term take-or-pay contracts, and nearly 90% of long-term contracts include inflation-adjustment provisions. Producers pay Enterprise to move volumes whether NGL prices sit at $0.57 a gallon or $0.67 a gallon. Q1 2026 set 12 new operational records, including natural gas processing inlet volumes of 8.3 Bcf/d and NGL fractionation of 1.9 MMBPD, up 16% year over year.

Pillar Two: Income That Compounds Without Heroics The current quarterly distribution sits at $0.55 per common unit, or $2.20 annualized, producing a yield of roughly 5.88% at the recent unit price of $36.52. Management is now on track for its 28th consecutive year of distribution growth, the longest streak among US midstream companies. Distribution coverage in Q1 2026 was 1.8 times, and the trailing 12-month payout was just 57% of adjusted cash flow from operations. Since its 1998 IPO, Enterprise has returned over $63 billion through distributions and buybacks. That is the engine: reliable cash collection, modest annual raises, and a coverage cushion that survives shocks.

Pillar Three: It Survives Cycles Operating cash flow has stayed above $4 billion every year for the last decade and reached $8.585 billion in 2025. Even in 2020, coverage of the distribution held at 1.51x. The debt load of $34.2 billion is structured for endurance, with a weighted average life of about 17 years, a 4.7% weighted average cost, and 95% fixed-rate. With a beta of 0.469, the units do not whipsaw with the broader market. Growth is already funded, with $5.3 billion in major projects under construction and Permian natural gas and NGL production projected to grow at 1.6 times the rate of crude.

Where It Underperforms, and Why It Does Not Matter During commodity bull cycles, when E&P drillers run higher on spot prices, Enterprise lags. Revenue actually fell to $14.386 billion in Q1 2026 from $15.42 billion a year earlier on lower NGL prices, and the quarter included $98 million in mark-to-market derivative losses. None of that changes the forever thesis. A 20-year holder is paid in tollbooth cash flow that keeps arriving when drillers blow up, when oil drops to $55.44, and when it surges to $114.58.

Enterprise Products Partners is built for long-term ownership rather than short-term trading.

NEW YORK, June 26, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against AeroVironment, Inc. (NASDAQ: AVAV) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired AeroVironment securities between June 25, 2025 and March 10, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/AVAV.

AeroVironment Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and prospects. Specifically, the Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that:

(1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force’s ongoing efforts to modernize the SCN; 
(2) accordingly, Defendants overstated AeroVironment’s business and financial prospects; and 
(3) as a result, Defendants’ public statements were materially false and misleading at all relevant times.

What's Next for AeroVironment Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/AVAV. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in AeroVironment you have until July 27, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to AeroVironment Investors

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

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

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

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

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

Contact Info

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

Attorney advertising.
Prior results do not guarantee similar outcomes.

NEW YORK, June 26, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Graphic Packaging Holding Company (NYSE: GPK) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Graphic Packaging securities between February 4, 2025 and February 2, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/GPK.

Graphic Packaging Case Details

The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and prospects. Specifically, the Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that:

(1) Graphic Packaging was experiencing, among other things, significant inventory management issues, as well as significantly reduced demand and volumes and increased costs;
(2) Defendants downplayed the true scope and severity of the foregoing issues, which were likely to, and did, have a material negative impact on the Company’s business and financial results;
(3) Defendants likewise overstated the strength and sustainability of the Company’s business model and operations, as well as its ability to weather ongoing macroeconomic headwinds;
(4) accordingly, the Company’s previously issued FY 2025 financial guidance was unreliable and/or unrealistic; and
(5) as a result, Defendants’ public statements were materially false and misleading at all relevant times.

What's Next for Graphic Packaging Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/GPK. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Graphic Packaging you have until July 6, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Graphic Packaging Investors

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

Why Bronstein, Gewirtz & Grossman, LLC for Graphic Packaging Securities Class Action?

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

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

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

Contact Info

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

Attorney advertising.
Prior results do not guarantee similar outcomes.

by Todd Bishop on Jun 26, 2026 at 10:45 amJune 26, 2026 at 11:05 am

François Locoh-Donou, F5’s chairman, president and CEO, at the company’s headquarters this week. (GeekWire Photo / Todd Bishop) F5’s acquisition this week of SurePath AI, a startup that detects artificial intelligence on corporate networks, is part of a broader effort by the Seattle company to cement itself in the booming market for securing AI for businesses.

“The more an enterprise adopts AI, the less visibility it has into what AI is operating in the organization,” said François Locoh-Donou, F5’s chairman, president and CEO, in an interview for this weekend’s GeekWire Podcast, conducted Thursday at the company’s downtown Seattle headquarters.

Denver-based SurePath, founded in 2023 and led by co-founder Casey Bleeker as CEO, had about 19 employees and had raised roughly $6 million in venture funding, according to PitchBook. Financial terms of F5’s acquisition weren’t disclosed.

SurePath monitors a company’s network to identify which AI tools and agents employees are using, including ones the company doesn’t know about, and tracks what they do.

F5 is incorporating SurePath into its broader AI security platform, announced this week, designed to discover the AI models and agents running inside a company, test them for vulnerabilities, and apply guardrails to keep them in check.

Locoh-Donou said customers have been forced to cobble that together from separate products. “Having four, five, six different tools to discover, test and secure your AI is a nightmare,” he said.

Kunal Anand, F5’s chief product officer, compared the problem to an earlier era, when employees adopted cloud software faster than their IT departments could track it. The big difference is that the AI version is moving faster and carries higher stakes.

“Shadow AI is shadow SaaS with a faster clock and a larger blast radius,” he wrote in a blog post.

F5, founded in Seattle in 1996, makes technology for securing and deploying applications across multiple platforms. The publicly traded company reported $3.1 billion in revenue in its most recent fiscal year and marked its 30th anniversary in May.

The SurePath deal is the latest in a string of acquisitions for the company, including its purchase last fall of CalypsoAI, now offered as F5 AI Red Team and F5 AI Guardrails.

Locoh-Donou said the company weighs three things in each acquisition: whether it can build the technology itself fast enough, whether the deal genuinely serves customers, and, above all, whether the team will fit F5’s culture.

“We have encountered companies in the industry that had great technology and brilliant people, but it was very clear to us that they would never be a great fit,” he said. “And so we walked away.”

Locoh-Donou discussed the acquisition, F5’s evolution, the rise of AI, the World Cup in Seattle and other topics in the GeekWire Podcast conversation. Look for the episode this weekend, and subscribe to GeekWire in Apple Podcasts, Spotify, or wherever you listen.

Key Takeaways Winnebago missed Q3 earnings and revenue estimates as sales fell on lower unit volumes.WGO cut fiscal 2026 revenue and adjusted EPS guidance amid weaker demand and dealer ordering.Winnebago expects challenged near-term demand while focusing on cost actions and inventory discipline. Winnebago Industries (WGO - Free Report) reported adjusted earnings of 66 cents per share in the third quarter of fiscal 2026, missing the Zacks Consensus Estimate of 82 cents. The bottom line declined from adjusted earnings of 81 cents per share in the year-ago quarter. Net revenues of $699 million also missed the consensus mark of $777 million and fell 9.9% year over year. The top line was hurt by lower unit volumes, partly offset by selective price adjustments and product mix.

Gross profit declined 10.5% year over year to $94.9 million. Gross margin was 13.6%, almost flat with 13.7% in the prior-year quarter, as higher input costs and volume deleverage were largely offset by selective pricing actions. SG&A expenses decreased 5.4% year over year to $66.5 million, mainly due to cost-reduction initiatives. Operating income fell 23.9% to $23 million.

Segmental PerformanceTowable RV: Revenues in the Towable RV segment declined 26.1% year over year to $274.7 million due to lower unit volumes and a shift in mix toward lower-price-point models, partially offset by selective price adjustments. Total deliveries from the segment came in at 6,983 units, which decreased 26.5% year over year. Operating income fell 46.3% to $16 million. Operating margin contracted 220 basis points to 5.8% due to higher input costs, volume deleverage and product mix, partly offset by pricing and cost-control measures.

Motorhome RV: Revenues in the Motorhome RV segment increased 10.1% year over year to $320.7 million, driven mainly by higher unit volumes and selective price adjustments. Total deliveries from the Motorhome RV segment came in at 1,533 units, up 7.1% year over year. The segment recorded operating income of $9.6 million against an operating loss of $3.2 million in the prior-year quarter. Operating margin improved 410 basis points to 3%, aided by higher volumes from new products and pricing actions, partly offset by higher input costs.

Marine: Revenues from the Marine segment declined 8.3% year over year to $92.4 million due to lower unit volumes and product mix, partly offset by selective pricing. Total deliveries from the segment came in at 1,155 units, down 7.9% year over year. Operating income dropped 43.4% to $5.3 million. Operating margin contracted 350 basis points to 5.8%, reflecting higher input costs and volume deleverage.

FinancialsAs of May 30, 2026, Winnebago had cash and cash equivalents of $57.1 million. Total outstanding debt was $442.9 million, net of debt issuance costs. Working capital totaled $411.6 million. Cash flow from operating activities was $26.2 million for the first nine months of fiscal 2026 compared with cash used in operating activities of $52.5 million in the year-ago period.

The company’s board approved a quarterly cash dividend of 35 cents per share, payable on June 24, 2026, to shareholders of record as of June 10, 2026.

Fiscal 2026 OutlookWinnebago lowered its fiscal 2026 outlook, citing a more cautious demand environment, affordability pressure, competitive intensity, measured dealer ordering and broader macroeconomic uncertainty. The company now expects fiscal 2026 consolidated revenues in the range of $2.65-$2.75 billion, down from its prior expectation of $2.8-$3 billion. Reported EPS is now expected in the range of $1.05-$1.40, while adjusted EPS is projected between $1.65 and $2, down from the previous adjusted EPS guidance of $2.10-$2.80.

Winnebago also revised its 2026 North American RV wholesale shipment expectation to 290,000-310,000 units. The company expects near-term demand to remain challenged, though it continues to focus on product refreshes, cost actions, inventory discipline and capacity alignment to improve performance as conditions stabilize.

WGO currently has a Zacks Rank #4 (Sell).

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

Key Releases From Auto SpaceTHOR Industries, Inc. (THO - Free Report) posted third-quarter fiscal 2026 results on June 3, 2026. It reported earnings of $1.86 per share, missing the Zacks Consensus Estimate of $1.88 by 1.1%. The bottom line declined 32.9% year over year.

THO’s quarterly revenues came in at $2.78 billion, beating the Zacks Consensus Estimate of $2.64 billion by 5.2% and decreasing 3.9% from the year-ago quarter. The results reflected a pressured RV retail backdrop, with industry retail tracking near 300,000 units in calendar 2026, weighing most heavily on value-oriented towables.

Mobileye Global Inc. (MBLY - Free Report) reported first-quarter 2026 results on April 23. It posted earnings of 12 cents per share, beating the Zacks Consensus Estimate of 8 cents by 58.52%. The bottom line rose 50% year over year, driven by higher shipments of EyeQ system-on-chip. The company posted revenues of $558 million, which beat the Zacks Consensus Estimate of $520 million by 7.36% and increased 27.4% year over year.

Operating cash flow was $75 million, reflecting the company’s ability to convert its ADAS scale into cash generation.

Mobileye also approved a share buyback program of up to $250 million. By the end of the first quarter, MBLY had $1.21 billion in cash, after spending $591 million (net of cash received) on the Mentee Robotics acquisition.

Gentex Corporation (GNTX - Free Report) reported first-quarter 2026 results on April 24. It posted adjusted earnings of 48 cents per share, which beat the Zacks Consensus Estimate of 44 cents by 8.28%. The figure increased 11.6% from 43 cents a year ago. Net sales came in at $675 million, topping the consensus mark of $647 million by 4.36%. Revenues rose 17.1% from $577 million in the year-ago quarter, aided by contributions from VOXX and a richer mix of advanced features.

Liquidity improved during the quarter. As of March 31, 2026, GNTX’s cash and cash equivalents were $164.8 million compared with $145.6 million as of Dec. 31, 2025. Short-term investments increased to $10.3 million from $5.4 million.

, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to FS KKR Capital Corp. ("FS KKR Capital" or the "Company") (NYSE: FSK) have opportunity to lead the securities fraud class action lawsuit.

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN FS KKR CAPITAL CORP. (FSK), CLICK HERE BEFORE JULY 6, 2026 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

What Is The Lawsuit About? 
The complaint filed alleges that, between May 8, 2024 and February 25, 2026, Defendants failed to disclose to investors: (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.

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.
The Law Offices of Frank R. Cruz, 
Email us at: [email protected]
Call us at: 310-914-5007
Visit our website at: www.frankcruzlaw.com
Follow us for updates on Twitter: twitter.com/FRC_LAW.

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.

SOURCE The Law Offices of Frank R. Cruz, Los Angeles

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

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

Below, we take a look at Gates Industrial (GTES - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.

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

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

Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for GTES that show why this manufacturer of power transmission and fluid power systems shows promise as a solid momentum pick.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.

For GTES, shares are up 3.5% over the past week while the Zacks Manufacturing - General Industrial industry is up 3.58% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 13.89% compares favorably with the industry's 3.76% performance as well.

While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Shares of Gates Industrial have increased 31.67% over the past quarter, and have gained 26.73% in the last year. In comparison, the S&P 500 has only moved 11.94% and 22.09%, respectively.

Investors should also pay attention to GTES's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. GTES is currently averaging 1,961,327 shares for the last 20 days.

Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with GTES.

Over the past two months, 2 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost GTES's consensus estimate, increasing from $1.60 to $1.62 in the past 60 days. Looking at the next fiscal year, 1 estimate has moved upwards while there have been no downward revisions in the same time period.

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

NEW YORK, June 26, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Badger Meter, Inc. (NYSE: BMI) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Badger Meter securities between April 18, 2024 and April 16, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/BMI.

Badger Meter Case Details

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

the Company’s reported strong financial results did not reflect “ongoing favorable industry trends,” “secular growth drivers,” or “solid operating execution,” as represented, but were instead unsustainable;Defendants’ statements touting “strong” demand, “robust order pacing,” and a “strong bid pipeline” overstated the true state of the Company’s demand environment and ability to generate continued sales and earnings growth; andcontrary to Defendants’ claims that the Company possessed a “long runway” for growth, the Company’s growth prospects were materially overstated, such that Defendants lacked a reasonable basis for their positive statements about the Company’s business, operations, and future prospects. What's Next for Badger Meter Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/BMI. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Badger Meter you have until August 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Badger Meter Investors

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

Why Bronstein, Gewirtz & Grossman, LLC for Badger Meter Securities Class Action?

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

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

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

Contact Info

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

Attorney advertising.
Prior results do not guarantee similar outcomes.