Lucid Group, Inc. (LCID) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit PR Newswire
LOS ANGELES, June 24, 2026
, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to Lucid Group, Inc. ("Lucid" or the "Company") (NASDAQ: LCID) have opportunity to lead the securities fraud class action lawsuit.
IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN LUCID GROUP, INC. (LCID), CLICK HERE BEFORE JULY 28, 2026 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.
What Is The Lawsuit About?
The complaint filed alleges that, between February 25, 2026 and April 13, 2026, Defendants failed to disclose to investors that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; (3) accordingly, the Defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
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.
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SOURCE The Law Offices of Frank R. Cruz, Los Angeles
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Lucid Group To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Lucid Group between February 25, 2026 and April 13, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - June 24, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Lucid Group, Inc. ("Lucid Group" or the "Company") (NASDAQ: LCID) and reminds investors of the July 28, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; (3) accordingly, the Defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Lucid Group's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Lucid Group class action, go to www.faruqilaw.com/LCID or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Lucid Group, Inc. Securities Class Action Lawsuit:
What is the Lucid Group securities fraud lawsuit about?
The Lucid Group securities fraud lawsuit is a federal securities class action alleging that Lucid Group, Inc. (NASDAQ: LCID) and its executives made false and misleading statements to investors by concealing that a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity SUV and overstating the Company's manufacturing and delivery capabilities. As the truth emerged through a series of disclosures - including an April 3, 2026 announcement that only 3,093 vehicles were delivered in Q1 2026 due to a 29-day delivery disruption caused by a supplier seat defect, an April 14, 2026 filing revealing Q1 revenue of just $280-$284 million against a consensus estimate of $433.8 million and a $1.05 billion capital raise, and a May 5, 2026 earnings report showing a net loss of over $1 billion and GAAP EPS of -$3.46 - LCID's stock price fell sharply across multiple trading sessions, causing significant losses for investors.
Who may be eligible to participate in the Lucid Group class action lawsuit?
Investors who purchased or acquired Lucid Group, Inc. (LCID) stock between February 25, 2026 and April 13, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Lucid Group securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Lucid Group employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Lucid Group lawsuit?
A lead plaintiff in the Lucid Group class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Lucid Group investor who purchased LCID stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 28, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Lucid Group stock during the Class Period?
Investors who purchased Lucid Group, Inc. (LCID) stock between February 25, 2026 and April 13, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Lucid Group securities class action is July 28, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/LCID for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/302720
Source: Faruqi & Faruqi LLP
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Oil prices and Treasury yields are both lower today, giving stocks a boost. The Dow Jones Industrial Average (DJI) is back above 52,000 with a more than 500-point gain and on track for a record close. Meanwhile, the Nasdaq Composite Index (IXIC) and S&P 500 Index (SPX) are comfortably higher as tech rebounds from a two-day rout. Micron Technology (MU) earnings are in focus as well, with the chipmaker's report due out after the close.
Continue reading for more on today's market, including:
Take-Two Interactive takes the stage with GTA 6 update. Why analysts are lifting their price targets on ARM. Plus, WEN enjoys meme-stock rally; GLW hits record highs; and CASY falls after investor day presentation.
Wendy's Co (NASDAQ:WEN) is soaring today after hitting a 12-year low last session. The shares were up 30.9% at $8.19 at last check, after Reddit's WallStreetBets forum kickstarted a meme stock rally. WEN is the most popular stock in the options pits today, with 238,000 calls and 55,000 puts exchanged so far -- 39 times the stock's average daily options volume already. The weekly 6/26 8-strike call is the most active contract, with new positions being sold-to-open there.
One of the top stocks on the New York Stock Exchange (NYSE) today, Corning Inc (NYSE:GLW) was last seen up 11.5% at $216.33. Enjoying the broader tech rebound, the shares have blown past their previous June 22 record highs. GLW has been in the spotlight since a multi-billion dollar deal with Amazon (AMZN) to boost U.S. fiber optics manufacturing was announced earlier this month, while the company has similar partnerships with Nvidia (NVDA) and Meta Platforms (META). Enjoying support from the 60-day moving average, the equity is up 142% year to date.
Casey's General Stores Inc (NASDAQ:CASY) stock is down 7.5% at $769.38 after the company's investor day presentation outlining its growth strategy. Per Zacks, the stock outlook rests on whether inside sales, fuel profitability and unit growth can keep supporting earnings. The shares have fallen sharply from their June 11 record high of $927.85, though still up 43% year to date.
CORNING, N.Y.--(BUSINESS WIRE)--Corning Incorporated’s (NYSE: GLW) Board of Directors today declared a quarterly dividend of $0.28 per share. The dividend will be payable on September 29, 2026, to shareholders of record on August 31, 2026.
Caution Concerning Forward-Looking Statements
The statements contained in this release and related comments by management that are not historical facts or information and contain words such as “will,” “believe,” “anticipate,” “expect,” “intend,” “plan,” “seek,” “see,” “would,” “target,” “estimate,” “forecast” or similar expressions are forward-looking statements. These forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and include estimates and assumptions related to economic, competitive and legislative developments. Such statements relate to future events that by their nature address matters that are, to different degrees, uncertain. These forward-looking statements relate to, among other things, the Company’s Springboard plan, projected financial and operating performance, anticipated sales opportunities, long-term growth strategy, expected capital deployment, innovation and commercialization plans, and anticipated impacts of customer agreements.
Although the company believes that these forward-looking statements are based upon reasonable assumptions regarding, among other things, current estimates and forecasts, general economic conditions, its knowledge of its business and key performance indicators that impact the company, there can be no assurance that these forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. The company undertakes no obligation to update forward-looking statements if circumstances or management’s estimates or opinions should change except as required by applicable securities laws.
Some of the risks, uncertainties and other factors that could cause actual results to differ materially from those expressed in or implied by the forward-looking statements include, but are not limited to: global economic trends, competition and geopolitical risks, or an escalation of sanctions, tariffs or other trade tensions between the U.S. and other countries, and related impacts on our businesses’ global supply chains and strategies; changes in macroeconomic and market conditions and market volatility, including developments and volatility arising from health crisis events, inflation, interest rates, the value of securities and other financial assets, precious metals, oil, natural gas, raw materials and other commodity prices and exchange rates (particularly between the U.S. dollar and the Japanese yen, South Korean won, Chinese yuan, New Taiwan dollar, Mexican peso and euro), decreases or sudden increases of consumer demand, and the impact of such changes and volatility on our financial position and businesses; the availability of or adverse changes relating to government grants, tax credits or other government incentives; the duration and severity of health crisis events, such as an epidemic or pandemic, and its impact across our businesses on demand, personnel, operations, our global supply chains and stock price; possible disruption in commercial activities or our supply chain due to terrorist activity, cyber-attack, armed conflict, political or financial instability, natural disasters, international trade disputes or major health concerns; loss of intellectual property due to theft, cyber-attack, or disruption to our information technology infrastructure; ability to enforce patents and protect intellectual property and trade secrets; disruption to Corning’s, our suppliers’ and manufacturers’ supply chain, equipment, facilities, IT systems or operations; product demand and industry capacity; competitive products and pricing; availability and costs of critical components, materials, equipment, natural resources and utilities; new product development and commercialization; our solar business development, including manufacturing facility construction, ramp, and operations, and the achievement of solar revenue and profitability targets; order activity and demand from major customers; the amount and timing of our cash flows and earnings and other conditions, which may affect our ability to pay our quarterly dividend at the planned level or to repurchase shares at planned levels; the amount and timing of any future dividends; the effects of acquisitions, dispositions and other similar transactions; the effect of regulatory and legal developments; ability to pace capital spending to anticipated levels of customer demand; our ability to increase margins through implementation of operational changes, pricing actions and cost reduction measures; rate of technology change; adverse litigation; product and component performance issues; retention of key personnel; customer ability to maintain profitable operations and obtain financing to fund ongoing operations and manufacturing expansions and pay receivables when due; loss of significant customers; changes in tax laws, regulations and international tax standards; the impacts of audits by taxing authorities; the potential impact of legislation, government regulations, and other government action and investigations; and other risks detailed in Corning’s SEC filings.
For a complete listing of risks and other factors, please reference the risk factors and forward-looking statements described in our annual reports on Form 10-K and quarterly reports on Form 10-Q.
Web Disclosure
In accordance with guidance provided by the SEC regarding the use of company websites and social media channels to disclose material information, Corning Incorporated (“Corning”) wishes to notify investors, media, and other interested parties that it uses its website (https://www.corning.com/worldwide/en/about-us/news-events.html) to publish important information about the company, including information that may be deemed material to investors, or supplemental to information contained in this or other press releases. The list of websites and social media channels that the company uses may be updated on Corning’s media and website from time to time. Corning encourages investors, media, and other interested parties to review the information Corning may publish through its website and social media channels as described above, in addition to the company’s SEC filings, press releases, conference calls, and webcasts.
About Corning Incorporated
Corning (www.corning.com) is one of the world’s leading innovators in materials science, with a 175-year track record of life-changing inventions. Corning applies its unparalleled expertise in glass science, ceramic science, and optical physics, along with its deep manufacturing and engineering capabilities to develop category-defining products that transform industries and enhance people’s lives. Corning succeeds through sustained investment in RD&E, a unique combination of material and process innovation, and deep, trust-based relationships with customers who are global leaders in their industries. Corning’s capabilities are versatile and synergistic, which allows the company to evolve to meet changing market needs, while also helping its customers capture new opportunities in dynamic industries. Today, Corning’s markets include optical communications, mobile consumer electronics, display, automotive, solar, semiconductors, and life sciences.
Airline stocks are flying higher midday Wednesday as falling jet fuel costs spark a broad-based rally across the sector. American Airlines (NASDAQ:AAL | AAL Price Prediction) stock leads the move, with American Airlines shares up 7% to $17 and change in intraday trading. The gain extends an already powerful run for AAL stock.
United Airlines (NASDAQ:UAL) stock is rallying alongside it, with United shares climbing 6% to around $129. JetBlue Airways (NASDAQ:JBLU) stock is also higher, with JBLU shares up 5% to $5.78, a sharp move for a low-priced, more volatile name.
The catalyst is straightforward. Jet fuel is one of the largest line items on any airline income statement, and crude oil benchmarks have been sliding all week.
Falling Fuel Costs Propel the Rally The apparent driver for American Airlines, United Airlines, and JetBlue is declining fuel costs tied to lower oil prices amid easing Middle East tensions. Crude oil benchmarks have hit multi-month lows this week as markets price in a de-escalation in the Iran conflict and smoother oil flows through the Strait of Hormuz. WTI crude oil trades at $70.48 per barrel, down from a recent peak of $112.25 on May 18.
The leverage to airline carriers is significant. American Airlines management flagged more than $4 billion in incremental FY 2026 fuel expense, with Q2 2026 guidance assuming jet fuel near $4 per gallon. United Airlines guided Q2 fuel of around $4.30 per gallon, while JetBlue projected the steepest exposure at $4.13 to $4.28 per gallon.
Any sustained pullback in crude oil flows directly through to operating margins. That math is why American Airlines stock, United Airlines stock, and JetBlue stock are all moving in the same direction today.
Momentum Was Already Building Today’s surge extends a strong recent run. American Airlines stock has gained 25% over the past month, while United Airlines stock has climbed 29% in the same span. JetBlue stock, the smallest and most fuel-stressed of the trio, is up 15% over the past month.
Wall Street’s existing posture varies meaningfully. United Airlines carries an analyst target price of $132.50 with 19 Buy and 5 Strong Buy ratings, the most constructive view of the three. American Airlines has a target of $15.82, while JetBlue’s consensus target sits at $4.91, both below current prices after today’s pop.
The Bull Case Against the Caution The bullish view for American Airlines, United Airlines, and JetBlue is understandable. Lower jet fuel is a direct margin tailwind, and easing geopolitical tension reduces near-term oil-price risk. United Airlines CEO Scott Kirby has noted his company’s “strong financial position and success in winning brand-loyal customers” as cushioning the carrier against fuel swings.
However, oil is famously volatile and can reverse just as fast as it fell. Airline profitability also hinges on travel demand, capacity discipline, and the broader economy, none of which are settled by a single week of crude weakness. JetBlue stock in particular remains down meaningfully over the past five years, a reminder that fuel relief alone doesn’t fix a business model.
Investors can weigh the immediate margin tailwind against the structural differences across the group. American Airlines carries the heaviest debt load, United Airlines has the strongest balance sheet, and JetBlue has the most operating leverage to any fuel move.
What to Watch Next The next data point to watch is whether crude holds at these lower levels into next week. A bounce in oil could quickly drain today’s enthusiasm out of AAL, UAL, and JBLU.
Investors can watch for whether American Airlines, United Airlines, and JetBlue shares close near their intraday highs and whether the sector momentum carries into Thursday’s open. Q2 2026 earnings season, which begins in mid-July, will be the real test of how much of the fuel benefit actually reaches the bottom line.
Key Takeaways ELV enhanced Health OS to streamline clinical reviews and utilization management workflows.ELV reported a 61% drop in denials tied to insufficient clinical information.ELV's platform cut holds, reduced follow-up reviews and saved about 15 minutes per case. Elevance Health, Inc. (ELV - Free Report) is strengthening its digital healthcare capabilities with new enhancements to Health OS, its secure data platform designed to simplify clinical reviews and utilization management. The platform connects information from electronic health records, laboratories and health information exchanges, enabling providers and health plans to access more complete patient data while reducing administrative burden. The initiative is aimed at supporting faster clinical decisions and a more seamless healthcare experience.
Health OS helps to replace fragmented manual processes with a more connected workflow. Through its integration with Epic's Payer Platform, Health OS is helping streamline inpatient concurrent reviews, where payers and providers evaluate treatment plans during a hospital stay. Traditionally, these reviews have required extensive documentation exchanges, often leading to delays and additional workload. Health OS streamlines this process by securely sharing relevant clinical information in real time.
Early results from participating health systems have been encouraging. Elevance Health reported a 61% decline in prior authorization denials related to insufficient clinical information and around 60% fewer cases placed on hold while awaiting additional information. The platform has also reduced follow-up reviews, appeals and peer-to-peer discussions while saving approximately 15 minutes of administrative work per case in participating systems. Providers have reported greater transparency and fewer documentation requests, allowing them to devote more time to patient care. Health OS is also expanding the use of electronic prior authorization for medical services.
This initiative reflects Elevance Health’s broader strategy of leveraging technology and data analytics to improve healthcare efficiency. As regulatory scrutiny around prior authorization grows across the industry, digital platforms that reduce administrative complexity and accelerate approvals could become a key competitive differentiator.
With approximately 45.4 million medical members as of March 31, 2026, the company has significant scale to benefit from greater administrative efficiency and improved care coordination. Continued adoption of Health OS may support stronger provider relationships, lower operating costs and improved member satisfaction, positioning ELV favorably in the evolving managed-care landscape.
ELV’s Price PerformanceOver the past year, ELV shares have risen 5.1% compared with the industry’s growth of 3.1%.
Image Source: Zacks Investment Research
ELV’s Zacks Rank & Key PicksELV currently carries a Zacks Rank #2 (Buy).
Some top-ranked stocks in the Medical space are LifeStance Health Group, Inc. (LFST - Free Report) , Electromed, Inc. (ELMD - Free Report) and BrightSpring Health Services, Inc. (BTSG - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for LifeStance Health Group’s current-year earnings of 12 cents per share has witnessed three upward revisions in the past 60 days, against no movement in the opposite direction. LifeStance Health Group beat earnings estimates in three of the trailing four quarters. The consensus estimate for current-year revenues is pegged at $1.7 billion, suggesting 16.1% year-over-year growth.
The Zacks Consensus Estimate for Electromed’s current-year earnings of $1.20 per share has witnessed one upward revision in the past 60 days, against no movement in the opposite direction. Electromed beat earnings estimates in each of the trailing four quarters, with an average surprise of 20.1%. The consensus estimate for current-year revenues is pegged at $74 million, suggesting 15.6% year-over-year growth.
The Zacks Consensus Estimate for BrightSpring Health Services’ current-year earnings of $1.67 per share has witnessed five upward revisions in the past 60 days, against no movement in the opposite direction. BrightSpring Health Services beat earnings estimates in three of the trailing four quarters and missed once, with an average surprise of 14.6%. The consensus estimate for current-year revenues is pegged at $15.1 billion, suggesting 16.6% year-over-year growth.
Wegweisende Übernahme eines schnell wachsenden Marktführers für groß angelegte, emissionsfreie stationäre Stromversorgungslösungen auf Wasserstoffbasis Erweitert das Geschäftsmodell von Ballard um eine „Energy-as-a-Service"-Lösung mit einem gebündelten Angebot, das Wasserstoffproduktion, -verteilung, -logistik, -betankung, Brennstoffzellen und stationäre Stromerzeugung kombiniert, um höhere Umsätze pro Megawatt und ein hohes Potenzial für wiederkehrende Umsätze zu erzielen Baut auf einer langjährigen und bewährten Partnerschaft mit GeoPura auf, in deren Rahmen Ballard Brennstoffzellenmotoren für die Wasserstoff-Kraftwerke von GeoPura liefert Erweitert den adressierbaren Markt auf wachstumsstarke Endmärkte auf kapitaleffiziente Weise, gestützt durch eine gesicherte Wasserstoffversorgung und die Unterstützung durch die Regierungspolitik Hält Ballards Kurs zur Rentabilität bis 2028 aufrecht und erschließt Synergien im Bereich des jährlichen EBITDA in Höhe von 25 Millionen US-Dollar , /PRNewswire/ -- Ballard Power Systems Inc. (NASDAQ: BLDP) (TSX: BLDP) („Ballard", das „Unternehmen"), ein weltweit führender Anbieter von Wasserstoff-Brennstoffzellentechnologie, gab heute bekannt, dass es eine endgültige Vereinbarung (die „Vereinbarung") über den Erwerb von GeoPura Limited („GeoPura"), einem Anbieter emissionsfreier, wasserstoffbasierter Energielösungen, geschlossen hat (die „Transaktion"). Die Transaktion umfasst einen Vorab-Kaufpreis in Höhe von 275,0 Millionen Pfund („Vorauszahlung"), der durch eine Kombination aus 82,5 Millionen Pfund aus den Barreserven von Ballard und der Ausgabe von ca. 50,8 Millionen Ballard-Stammaktien an die GeoPura-Aktionäre zu einem Preis von 5,02 US-Dollar pro Aktie finanziert wird, basierend auf dem volumengewichteten Durchschnittskurs der Ballard-Aktie der letzten 30 Tage. Zusätzlich zur Vorabzahlung wird Ballard eine bedingte Gegenleistung von bis zu 27,5 Millionen Pfund zahlen, sofern GeoPura nach Abschluss der Transaktion bestimmte festgelegte finanzielle Meilensteine erreicht. Der gesamte Unternehmenswert1 der Transaktion, einschließlich der Übernahme der Nettoverschuldung von GeoPura und ohne Berücksichtigung der bedingten Gegenleistung, beträgt 301,1 Millionen Pfund (~400 Millionen US-Dollar).
GeoPura CEO Andrew Cunningham (left) and CTO Theo Elmer (right) in front of an HPU-2 500kW system containing Ballard Fuel Cell Engines.
Ballard Power Systems Inc. Die Transaktion stellt eine transformative Übernahme dar, die Ballard als vertikal integrierten und kapitaleffizienten „Energy-as-a-Service" („EaaS")-Anbieter etabliert, dessen End-to-End-Kompetenzen die Bereiche Wasserstoffproduktion, -verteilung, -logistik, -betankung, Brennstoffzellen sowie stationäre Hochleistungsstromversorgungslösungen umfassen.
GeoPura wurde 2019 gegründet und hat seinen Hauptsitz im Vereinigten Königreich. Das Unternehmen hat ein schnell wachsendes Geschäft aufgebaut, dessen Schwerpunkt auf der Entwicklung, dem Leasing und dem Verkauf von Wasserstoff-Stromversorgungsanlagen („HPUs") sowie von Wasserstoff als Brennstoff liegt, der über seine drei Produktionsstandorte geliefert wird, darunter eine 50-prozentige Beteiligung an dem im Vereinigten Königreich ansässigen Unternehmen HyMarnham Power. Das kombinierte Angebot aus HPUs und Wasserstoff bietet eine wettbewerbsfähige, netzunabhängige Stromversorgungslösung mit hoher Zuverlässigkeit, sofortiger Reaktionsfähigkeit, geringem Geräuschpegel und null Emissionen für eine Vielzahl von Endmärkten. Zum breiten Kundenstamm von GeoPura zählen unter anderem Aggreko, Balfour Beatty, die BBC, Disney, Equinix, Microsoft, Netflix, Sunbelt Rentals sowie das britische Verteidigungsministerium.
Die Transaktion baut auf einer bewährten Partnerschaft zwischen Ballard und GeoPura sowie einer starken strategischen Ausrichtung auf. Die in Großbritannien entwickelte Technologie und die britische Fertigung von GeoPura ergänzen Ballards kanadisches Fachwissen im Bereich Brennstoffzellen und schaffen so eine Plattform, die auf gemeinsamen Werten, einer gemeinsamen Geschichte und dem Engagement für zuverlässige, emissionsfreie Energie basiert. Diese kanadisch-britische Kombination unterstützt die globale Expansion, indem sie das Wasserstoff-Ökosystem von GeoPura mit der erstklassigen Brennstoffzellenplattform von Ballard verbindet, um ein gebündeltes Kundenangebot bereitzustellen und erhebliche Effizienzsteigerungen für bestehende und zukünftige Kunden zu ermöglichen.
STELLUNGNAHME DER GESCHÄFTSFÜHRUNG
Marty Neese, Präsident und Chief Executive Officer von Ballard, kommentierte: „Dies ist eine wahrhaft transformative Übernahme, die Ballard als führenden, vollintegrierten Anbieter eines Wasserstoff-Ökosystems etabliert und uns in die Lage versetzt, von der sich beschleunigenden globalen Energiewende und der steigenden Nachfrage nach Energiesicherheit zu profitieren. Das außergewöhnliche Team von GeoPura hat ein erstklassiges Geschäft für Wasserstoff-Energieversorgungslösungen mit zuverlässiger Technologie, erstklassigen Kundenbeziehungen und einer attraktiven Wachstumskurve aufgebaut. Durch die Kombination der erstklassigen Brennstoffzellentechnologie von Ballard mit dem ‚Energy-as-a-Service'-Geschäftsmodell von GeoPura schaffen wir ein Unternehmen, das gut positioniert ist, um Endmärkte zu bedienen, die sichere, zuverlässige, geräuscharme und emissionsfreie Energie für ihre geschäftskritischen Anwendungen benötigen. Diese Übernahme beschleunigt unser Umsatzwachstum erheblich, verlagert unser Geschäft hin zu wiederkehrenden, margenstarken Umsätzen und stärkt unseren Weg zur Rentabilität bis 2028. Wir freuen uns sehr, das GeoPura-Team bei Ballard willkommen zu heißen und die vor uns liegenden bedeutenden Chancen zu nutzen."
Andrew Cunningham, Gründer und Chief Executive Officer von GeoPura, kommentierte: „Wenn Ihre Arbeit Film- und Live-Fernsehproduktionen, Krankenhäuser, den Verteidigungssektor, kritische Infrastruktur und das Bauwesen mit zuverlässigen netzunabhängigen und netzunterstützenden Systemen versorgt, ist Ihr Antriebslieferant entscheidend für Ihren Erfolg. Für GeoPura hat sich Ballard deutlich von der Konkurrenz abgehoben. Sie sind der einzige Partner, der die von uns benötigten Brennstoffzellen-Kompetenzen liefern kann, gestützt durch das fundierte technische Know-how, das erforderlich ist, um unübertroffene Produktqualität von Kilowatt bis Megawatt zu gewährleisten. Ich freue mich unglaublich darauf, die Hochleistungskompetenzen von GeoPura mit der Produktqualität von Ballard zu verbinden, um Kunden weltweit den größtmöglichen Nutzen aus unserem vollständig integrierten ‚Energy-as-a-Service'-Angebot zu bieten."
Der Vorsitzende von GeoPura, Lord Richard Harrington, ehemaliger Minister für Wirtschaft und Industrie und Vorsitzender von Make UK, sagte: „Die Investition von Ballard spiegelt das Vertrauen des Unternehmens in ein britisches Fertigungsunternehmen wider, das britische Technologie nutzt, die nun in die ganze Welt exportiert wird. Ich bin begeistert von den globalen Expansionsplänen des Unternehmens und freue mich darauf, es auf diesem Weg zu unterstützen."
ÜBERZEUGENDE STRATEGISCHE GRÜNDE
Aufbau eines Ökosystems mit einem gebündelten Angebot: Durch die Kombination der Brennstoffzellentechnologie von Ballard mit den integrierten Kompetenzen von GeoPura in den Bereichen Wasserstoffproduktion, Logistik und stationäre Stromversorgung maximiert das Unternehmen den Umsatz pro Megawatt über mehrere Kundenkontaktpunkte hinweg. Dies führt zu einer deutlichen Steigerung des über die gesamte Lebensdauer erzielten Werts pro eingesetztem Megawatt. Zugang zum Markt für stationäre Stromversorgung mit bewährtem Produktportfolio: Dies ebnet Ballards Einstieg in den wachstumsstarken Markt für stationäre Stromversorgung mit einer sofort einsetzbaren und bewährten Produktpalette an Wasserstoff-Stromaggregaten, die eine Zuverlässigkeit von „sechs Neunen" (99,9999 % Verfügbarkeit) bieten und über einen gut etablierten Kundenstamm verfügen. Die HPUs von GeoPura kommen in den Bereichen Bauwesen, Film und Fernsehen, Veranstaltungen, Transport, Gesundheitswesen, Verteidigung und potenziell auch in den schnell wachsenden Rechenzentrumsanwendungen zum Einsatz, wodurch Ballard in die Lage versetzt wird, diese wachsenden Märkte weltweit zu erschließen. Beschleunigung von Wachstum und Rentabilität: Das Geschäftsmodell von GeoPura generiert wiederkehrende Umsätze aus dem Leasing von HPUs inklusive Wasserstoffversorgung und Logistik sowie aus dem Verkauf von HPUs und Wasserstoff. GeoPura erwartet für 2026 einen Umsatz von etwa 38 Millionen Pfund. Zusammen mit Ballard formen der große adressierbare Gesamtmarkt und die langfristigen positiven Rahmenbedingungen das Finanzprofil von Ballard neu zu einem EaaS-Betreiber mit beschleunigtem Wachstum und einem klareren Weg zu Ballards Rentabilitätsziel für 2028. Erschließung des Wachstums des gesamten adressierbaren Marktes durch ein förderliches politisches Umfeld: Die stationäre Energieplattform von GeoPura erweitert den adressierbaren Markt von Ballard über den Mobilitätsbereich hinaus in wachstumsstarke Endmärkte, in denen HPUs als systemkritische Energieinfrastruktur dienen. GeoPura verfügt zudem über den ersten Vertrag der britischen Regierung im Rahmen der „Hydrogen Allocation Round 1" (HAR1), einem Fördermechanismus, der über einen Zeitraum von fünfzehn Jahren Einnahmen aus der Wasserstoffproduktion garantiert und somit eine erhebliche Umsatzvorhersehbarkeit bietet. Diese politische Unterstützung, kombiniert mit GeoPuras 50-prozentiger Beteiligung an der Wasserstoffproduktionsanlage HyMarnham und deren kapitaleffizienter Erweiterungskapazität, versetzt Ballard in die einzigartige Lage, seine Marktreichweite auszubauen und von den weltweit beschleunigten Dekarbonisierungsvorgaben sowie dem Bedarf an kritischer Energie zu profitieren. Starke Synergieeffekte: Die langjährige Technologiepartnerschaft zwischen Ballard und GeoPura bildet ein bewährtes Fundament für das weitere Wachstum des Unternehmens und die Integration der beiden sich hervorragend ergänzenden Teams. Ballard wird strukturelle Kostenvorteile erzielen, die die Wettbewerbsposition stärken und außerdem die Nachfrage in den HPU-Endmärkten ankurbeln. Es wurden EBITDA-Synergien in Höhe von rund 25 Millionen US-Dollar ermittelt, die mit hoher Sicherheit erzielt werden können und auf Umsatzwachstum sowie Kostenoptimierung beruhen. Das erfahrene Managementteam von GeoPura stärkt die Umsetzung und beschleunigt die Wertrealisierung. TRANSAKTIONSBEDINGUNGEN UND FINANZIERUNGSDETAILS
Gemäß den Bedingungen der Vereinbarung wird Ballard 100 % von GeoPura, einschließlich der 50-prozentigen Beteiligung von GeoPura an HyMarnham Power, für eine Gesamtvorauszahlung in Höhe von 275,0 Millionen Pfund erwerben. Die Vorauszahlung wird zu 82,5 Millionen £ aus den Barreserven von Ballard finanziert, der Restbetrag erfolgt durch die Ausgabe neuer Ballard-Stammaktien an die GeoPura-Aktionäre, wodurch die starke Bilanz von Ballard erhalten bleibt. Die Anzahl der an die GeoPura-Aktionäre auszugebenden Ballard-Aktien beläuft sich auf ca. 50,8 Millionen; diese Zahl wurde auf der Grundlage des volumengewichteten Durchschnittskurses der Ballard-Stammaktien in den 30 Tagen vor Bekanntgabe der Transaktion berechnet. Nach Abschluss der Transaktion werden die GeoPura-Aktionäre voraussichtlich auf Pro-forma-Basis ca. 14,4 % an Ballard halten. Die GeoPura-Aktionäre werden zudem übliche Lock-up-Vereinbarungen abschließen, die den Verkauf oder die Übertragung ihrer Ballard-Stammaktien für einen bestimmten Zeitraum nach Abschluss der Transaktion einschränken.
Zusätzlich zur Vorauszahlung wird Ballard eine bedingte Gegenleistung von bis zu 27,5 Millionen Pfund zahlen, sofern GeoPura nach Abschluss der Transaktion bestimmte finanzielle Meilensteine erreicht.
Der gesamte Unternehmenswert der Transaktion1, einschließlich der Übernahme der Nettoverschuldung von GeoPura und ohne Berücksichtigung der bedingten Gegenleistung, beträgt 301,1 Millionen £ (~400 Millionen US$).
WEITERE INFORMATIONEN UND ABSCHLUSS
Nach Abschluss der Transaktion wird Andrew Cunningham, Gründer und Chief Executive Officer von GeoPura, voraussichtlich die Rolle des Präsidenten von Ballard übernehmen und an Marty Neese, den Chief Executive Officer von Ballard, berichten. Darüber hinaus beabsichtigt Ballard, Andrew Cunningham und Lord Richard Harrington, den derzeitigen Vorsitzenden von GeoPura, als von den GeoPura-Aktionären benannte Kandidaten in den Vorstand aufzunehmen.
Die Transaktion wurde vom Vorstand sowohl von Ballard als auch von GeoPura einstimmig genehmigt und unterliegt den für eine Transaktion dieser Art üblichen Abschlussbedingungen, einschließlich der Anmeldung gemäß dem britischen „National Security and Investment Act" sowie der Genehmigung der TSX für die Ausgabe der Ballard-Stammaktien im Rahmen der Transaktion. Die Transaktion wird voraussichtlich in der zweiten Hälfte des Jahres 2026 abgeschlossen.
BERATER
RBC Capital Markets fungiert als exklusiver Finanzberater von Ballard. Ashurst LLP und Stikeman Elliott LLP fungieren als Rechtsberater von Ballard.
Barclays fungiert als exklusiver Finanzberater von GeoPura und Winston Taylor LLP fungiert als Rechtsberater von GeoPura.
TELEKONFERENZ UND WEBCAST
Ballard wird am 23. Juni 2026 um 11:00 Uhr ET einen Webcast veranstalten, um die Transaktion zu erörtern. Marty Neese, Präsident und Vorstandsvorsitzender von Ballard, Kate Igbalode, Senior Vice President und Finanzvorstand von Ballard, sowie Andrew Cunningham, Gründer und Vorstandsvorsitzender von GeoPura, werden im Rahmen des Webcasts eine Reded halten. Sie können an der Live-Telefonkonferenz teilnehmen, indem Sie die Nummer +1-833-821-2814 wählen (gebührenfrei in Kanada und den USA). Alternativ kann der Live-Webcast über einen Link auf der Homepage von Ballard (www.ballard.com) oder über den folgenden Link aufgerufen werden: Ankündigung einer Telefonkonferenz
Informationen zu Ballard Power Systems
Ballard Power Systems (NASDAQ: BLDP; TSX: BLDP) hat die Vision, Brennstoffzellenenergie für einen nachhaltigen Planeten zu liefern. Die emissionsfreien PEM-Brennstoffzellen von Ballard ermöglichen die Elektrifizierung der Mobilität, einschließlich Bussen, Lastkraftwagen, Zügen, Schiffen und stationärer Energieversorgung. Um mehr über Ballard zu erfahren, besuchen Sie bitte www.ballard.com.
Warnhinweise zu zukunftsgerichteten Informationen
Diese Pressemitteilung enthält bestimmte Informationen, die „zukunftsgerichtete Informationen" im Sinne der geltenden kanadischen Wertpapiergesetze und „zukunftsgerichtete Aussagen" im Sinne der geltenden US-amerikanischen Wertpapiergesetze darstellen können (zusammen „zukunftsgerichtete Aussagen"). Zukunftsgerichtete Aussagen lassen sich häufig, wenn auch nicht immer, an der Verwendung von Begriffen wie „könnte", „wird", „erwarten", „beabsichtigen", „planen", „schätzen", „voraussehen", „fortsetzen" und „Prognose" oder durch andere ähnliche Begriffe erkennen und können unter anderem Aussagen bezüglich der Transaktion, ihrer Bedingungen und ihres Abschlusses, der Vorteile der Transaktion für die Ballard-Aktionäre und andere Interessengruppen, der Pläne, Strategien und Ziele der Unternehmensleitung sowie der erwarteten Kosten oder Produktionsmengen umfassen. Es kann nicht garantiert werden, dass die Transaktion zu den in dieser Pressemitteilung dargelegten Bedingungen oder überhaupt abgeschlossen wird. Zukunftsgerichtete Aussagen beinhalten naturgemäß bekannte und unbekannte Risiken, Ungewissheiten und andere Faktoren, die dazu führen können, dass die tatsächlichen Ergebnisse, Leistungen und Erfolge des Unternehmens deutlich von künftigen Ergebnissen, Leistungen oder Erfolgen abweichen. Zu den relevanten Faktoren zählen unter anderem die Erteilung der erforderlichen behördlichen Genehmigungen für die Transaktion, Wechselkursschwankungen, die allgemeine Wirtschaftslage, gestiegene Kosten, politische und soziale Risiken, Änderungen des regulatorischen Rahmens, in dem das Unternehmen tätig ist oder künftig tätig sein könnte, Umweltbedingungen, die Gewinnung und Bindung von Personal sowie potenzielle Rechtsstreitigkeiten. Zukunftsgerichtete Aussagen basieren auf den nach bestem Wissen und Gewissen getroffenen Annahmen des Unternehmens und seiner Geschäftsführung hinsichtlich der finanziellen, marktbezogenen, regulatorischen und sonstigen relevanten Rahmenbedingungen, die in Zukunft bestehen und das Geschäft sowie den Betrieb des Unternehmens beeinflussen werden. Das Unternehmen gibt keine Gewähr dafür, dass sich die Annahmen, auf denen die zukunftsgerichteten Aussagen beruhen, als richtig erweisen werden oder dass die Geschäftstätigkeit oder der Betrieb des Unternehmens nicht in wesentlicher Weise durch diese oder andere Faktoren beeinträchtigt wird, die vom Unternehmen oder seiner Geschäftsführung nicht vorhergesehen wurden oder vorhersehbar sind oder die außerhalb der Kontrolle des Unternehmens liegen. Obwohl das Unternehmen versucht und versucht hat, Faktoren zu identifizieren, die dazu führen könnten, dass tatsächliche Handlungen, Ereignisse oder Ergebnisse wesentlich von den in den zukunftsgerichteten Aussagen offenbarten abweichen, kann es andere Faktoren geben, die dazu führen könnten, dass tatsächliche Ergebnisse, Leistungen, Erfolge oder Ereignisse nicht den Erwartungen, Schätzungen oder Absichten entsprechen, und viele Ereignisse liegen außerhalb der zumutbaren Kontrolle des Unternehmens. Dementsprechend werden die Leser darauf hingewiesen, sich nicht übermäßig auf zukunftsgerichtete Aussagen zu verlassen. Zukunftsgerichtete Aussagen in dieser Pressemitteilung gelten ausschließlich zum Zeitpunkt ihrer Veröffentlichung. Vorbehaltlich etwaiger fortbestehender Verpflichtungen gemäß geltendem Recht oder einschlägigen Börsenvorschriften übernimmt das Unternehmen mit der Bereitstellung dieser Informationen keine Verpflichtung, die zukunftsgerichteten Aussagen öffentlich zu aktualisieren oder zu revidieren oder über Änderungen von Ereignissen, Bedingungen oder Umständen zu informieren.
Kontaktdaten
Sumit Kundu – Investor Relations, +1.604.360.9714 oder [email protected]
1Einschließlich der Übernahme von 50 % der Verbindlichkeiten im Zusammenhang mit dem HyMarnham-Joint-Venture.
The billionaire founder of Robinhood shared his grueling journey to build the financial app with Gunjan Banerji in the latest episode of The WSJ Money Interview.
Key Takeaways SHO agreed to sell the 821-room Hyatt Regency San Francisco for $279 million to a Blackstone fund.Sunstone used about $70 million of expected proceeds to repurchase common and preferred shares.SHO expects the sale to close in late July or early August 2026 and update its outlook afterward. Sunstone Hotel Investors, Inc. (SHO - Free Report) has entered into a definitive agreement to sell the Hyatt Regency San Francisco, an 821-room hotel, to funds affiliated with Blackstone Real Estate. The transaction is valued at $279 million, equating to approximately $340,000 per key. This strategic move reflects the company's ongoing efforts to optimize its portfolio and enhance shareholder value.
The agreed sale price represents a strong valuation for the property, amounting to a 21.4-times multiple of Hotel Adjusted EBITDAre and a 3.5% capitalization rate based on Hotel Net Operating Income for the trailing 12 months ended May 31, 2026.
In anticipation of the sale, Sunstone proactively deployed approximately $70 million of the sales proceeds into the discounted repurchase of its common and preferred stock during 2026. The company repurchased 4.4 million shares of its common stock at an average price of $9.24 per share, representing a total investment of approximately $40.5 million. Additionally, it repurchased 1.4 million combined shares of Series H and Series I Cumulative Redeemable Preferred Stock at an average price of $20.37 per share, totaling approximately $27.8 million.
The company stated that it is currently evaluating further opportunities to deploy the remaining proceeds from the sale in ways that generate the best risk-adjusted returns for shareholders. Sunstone expects the sale to close in late July or early August 2026 and plans to provide additional details regarding the disposition, including the expected impact on the company’s full-year outlook, during its upcoming earnings release.
Management emphasized its commitment to maximizing shareholder value through disciplined capital allocation. By repurchasing shares at discounts to both net asset value and liquidation value, Sunstone's board and management team believe they have already created meaningful value for investors. They also remain focused on evaluating strategic alternatives that could result in further value creation.
ConclusionThis sale provides Sunstone with additional capital while supporting its broader strategy to optimize its portfolio. By using a portion of the proceeds to repurchase common and preferred shares at discounted prices, the company has already taken steps to create value for shareholders while evaluating further capital allocation opportunities.
In the past three months, shares of this Zacks Rank #1 (Strong Buy) company have gained 26.8% compared with the industry's 10.4% growth.
Image Source: Zacks Investment Research
Other Stocks to ConsiderSome other top-ranked stocks from the broader REIT sector are Pebblebrook Hotel Trust (PEB - Free Report) and Industrial Logistics Properties Trust (ILPT - Free Report) , each sporting a Zacks Rank of 1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for PEB’s 2026 FFO per share is pegged at $1.68, which indicates year-over-year growth of 6.33%.
The Zacks Consensus Estimate for ILPT’s full-year FFO per share is pinned at $1.34, which calls for an increase of 39.58% from the year-ago period.
Note: Anything related to earnings presented in this write-up represents FFO, a widely used metric to gauge the performance of REITs.
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.
By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.
However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.
Neurocrine Biosciences (NBIX - Free Report) is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Score, but also carries a top Zacks Rank.
Research shows that stocks carrying the best growth features consistently beat the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.
Here are three of the most important factors that make the stock of this biopharmaceutical company a great growth pick right now.
Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for Neurocrine is 44%, investors should actually focus on the projected growth. The company's EPS is expected to grow 48.3% this year, crushing the industry average, which calls for EPS growth of 17.3%.
Impressive Asset Utilization RatioGrowth investors often overlook asset utilization ratio, also known as sales-to-total-assets (S/TA) ratio, but it is an important feature of a real growth stock. This metric exhibits how efficiently a firm is utilizing its assets to generate sales.
Right now, Neurocrine has an S/TA ratio of 0.7, which means that the company gets $0.7 in sales for each dollar in assets. Comparing this to the industry average of 0.48, it can be said that the company is more efficient.
In addition to efficiency in generating sales, sales growth plays an important role. And Neurocrine looks attractive from a sales growth perspective as well. The company's sales are expected to grow 31.1% this year versus the industry average of 0%.
Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
There have been upward revisions in current-year earnings estimates for Neurocrine. The Zacks Consensus Estimate for the current year has surged 5% over the past month.
Bottom LineWhile the overall earnings estimate revisions have made Neurocrine a Zacks Rank #1 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination positions Neurocrine well for outperformance, so growth investors may want to bet on it.
Warren Buffett is the most celebrated investor alive, but a fresh analysis from the Rational Reminder Podcast delivers an uncomfortable finding: across roughly the last 24 years, Berkshire Hathaway (NYSE:BRK-B | BRK-B Price Prediction) has lagged the total US stock market. The lesson buried inside that statistic is more important than the headline itself.
The Felix Finding: A Comparison Hostage to Dates On episode #414 of the Rational Reminder Podcast (“Answering Your Financial Questions”), portfolio manager Benjamin Felix revisited a claim he made on episode 335: that Berkshire had underperformed VTI for 22 years ending October 2024. A listener re-checked the math on March 10, 2025 and found the opposite result. Felix then ran the numbers again with data through May 22, 2026, and found Berkshire had again underperformed VTSAX by roughly 3 basis points annualized over about 24 years starting January 1999.
Three basis points is a rounding error, and that is the point. The result flips based on the day you measure it. Our own pull of the data illustrates how fragile these snapshots can be: BRK-B is up 1,080.67% since November 1, 1999, while VTI has returned 216.81% since its May 31, 2001 inception. Different starting points, different stories.
Buffett himself has acknowledged that cash has “hurt them while US stocks have gone on just an absolute tear”. And going forward, the comparison gets even more complicated: Buffett stepped down as CEO at the end of 2025, so any returns from here reflect Greg Abel’s leadership, not Buffett’s stock-picking.
The Crucial Mistake: Underestimating Cash Drag The structural force behind Berkshire’s recent lag is cash drag. When a portfolio holds large idle cash balances while equities compound, the cash mechanically pulls down the total return. Treasury bills are wonderful when the market crashes. They are a serious headwind when the market melts up.
Berkshire’s balance sheet shows just how much capital is sitting in short-duration instruments. As of Q1 2026, Berkshire held $58.12 billion in cash and cash equivalents plus $339.26 billion in short-term investments, for a combined liquidity pile of $397.38 billion. That is set against total assets of $1.25 trillion and total investments (short and long-term combined) of $1.00 trillion.
The trend is the story. The combined cash position has climbed from $146.7 billion at the end of 2021 to $373.3 billion at the end of 2025. And in 2025, Berkshire conducted zero equity repurchases despite generating $45.97 billion in operating cash flow. Investors can verify these figures directly via Berkshire’s filings on SEC.gov.
How to Apply the Lesson Felix’s recommendation: use rolling return periods, such as 5-year or 10-year rolling windows, rather than fixed start and end dates. Rolling windows smooth out the influence of any single market peak or trough and give a far more reliable picture of long-run performance.
Three practical takeaways for investors:
Be skeptical of cherry-picked windows. Any comparison anchored to one start date and one end date can be reverse-engineered to fit a thesis. Respect the math of scale. As Buffett has said repeatedly, beating the market gets structurally harder as a portfolio gets larger. There simply aren’t enough opportunities to move a trillion-dollar balance sheet meaningfully. Account for cash drag in any holding. A fund or company carrying tens of percent of assets in T-bills will lag a rising equity market by design. That is a feature when volatility hits, and a bug when it doesn’t. Buffett’s lifetime record remains “unquestionably market beating”. The narrower question, whether the last quarter-century alone proves active management still works at scale, is the one worth interrogating, with rolling windows rather than convenient endpoints.
Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.
Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.
Based in Toronto, Bank of Nova Scotia (BNS - Free Report) is in the Finance sector, and so far this year, shares have seen a price change of 17.23%. The bank is currently shelling out a dividend of $0.79 per share, with a dividend yield of 3.66%. This compares to the Banks - Foreign industry's yield of 2.73% and the S&P 500's yield of 1.44%.
Looking at dividend growth, the company's current annualized dividend of $3.16 is up 2.9% from last year. Over the last 5 years, Bank of Nova Scotia has increased its dividend 3 times on a year-over-year basis for an average annual increase of 2.35%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Bank of Nova Scotia's current payout ratio is 55%, meaning it paid out 55% of its trailing 12-month EPS as dividend.
Looking at this fiscal year, BNS expects solid earnings growth. The Zacks Consensus Estimate for 2026 is $6.01 per share, which represents a year-over-year growth rate of 18.77%.
Investors like dividends for many reasons; they greatly improve stock investing profits, decrease overall portfolio risk, and carry tax advantages, among others. However, not all companies offer a quarterly payout.
Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. During periods of rising interest rates, income investors must be mindful that high-yielding stocks tend to struggle. With that in mind, BNS is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).
The private credit market has been in the financial news a lot this year. Investors are worried that more borrowers will default on their loans following a string of high-profile bankruptcies in the sector. That's causing them to pull funds from private credit investments, including business development companies (BDCs).
Main Street Capital (MAIN 0.26%) hasn't been immune to these concerns. The BDC stock has lost about a quarter of its value from its 52-week high. Despite that, it still trades at a significant premium to its net asset value (NAV). Here's why investors continue to pay a premium for this BDC.
Image source: Getty Images.
A look at Main Street's portfolio Main Street Capital is an investment firm that provides capital (debt and equity) to lower-middle-market (LMM) companies ($10 million to $150 million in annual revenue). It aims to be a one-stop shop by providing customized debt and equity financing solutions to small private companies. Additionally, Main Street provides debt capital to companies (with $25 million to $500 million in revenue) owned by or being acquired by a private equity fund.
Main Street Capital has invested nearly $2.6 billion across 93 LMM companies as of the end of the first quarter and almost $2.1 billion across 85 private loans. However, its LMM investment portfolio had a fair value of over $3.2 billion, driven by gains in its equity investments (about 28% of the portfolio). Meanwhile, its private loan portfolio's value was under $2 billion due to changes in fair value. The portfolios currently have a weighted-average annual effective yield in the double digits, which helps support Main Street's dividends (it pays a monthly dividend and periodically pays supplemental quarterly dividends).
After subtracting its debt, Main Street Capital had about $3.1 billion in net assets at the end of the period, or $33.46 per share (up about 0.4% since the end of the fourth quarter). With its stock price currently above $50 a share, the company trades at a significant premium to its NAV.
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What's driving the premium? Main Street Capital differs from other BDCs in two ways. First, the company will also make equity investments in some of its LMM portfolio companies. These investments generate dividend income to support the BDC's dual dividend streams and provide capital appreciation. The company's equity investments have helped grow its NAV per share by 160% since its launch in 2007. The BDC has routinely harvested gains by selling its equity investments, providing additional capital to grow its portfolio. These value-enhancing equity investments are one reason why Main Street trades at a hefty premium to its NAV.
Additionally, Main Street Capital has a wholly owned asset manager, MSC Advisor. It manages investments for external parties, including MSC Income Fund, a public fund that invests in private loans and has $1.6 billion in capital. When including these managed assets, Main Street Capital has over $9.2 billion in investment capital under management. The company's asset management business generates additional investment income and shareholder returns, which also contribute to its premium value.
While private credit concerns have eroded some of the premium, Main Street Capital still trades well above its NAV. That's due to the potential for value appreciation in its equity portfolio and the value contributed by its growing asset management business. Those additional value drivers set the BDC apart in the sector, as it can deliver growth in addition to its two dividend streams.
, /PRNewswire/ -- CMS Energy announced today that Chris Shellberg has been named vice president of low-voltage electric distribution, effective July 1.
Shellberg will manage the company's low-voltage distribution (LVD) system that delivers electricity safely and reliably 24/7 to nearly 2 million homes and businesses through CMS Energy's chief subsidiary, Consumers Energy.
She has served most recently as Consumers Energy's senior executive director of LVD operations and holds a bachelor's degree in electrical and electronics engineering from Western Michigan University.
"Chris brings 30 years of experience at Consumers Energy and a strong record of operational leadership across LVD operations, fleet and facilities, meter operations and operations services," said Greg Salisbury, CMS Energy's senior vice president of electric distribution.
"She brings deep expertise in distribution, service restoration, metering, smart grid, contract negotiations and financial management. With her technical background, business knowledge and commitment to safe, reliable service, Chris is well positioned to lead our LVD team to keep the lights on for Michigan."
CMS Energy (NYSE: CMS) is a Michigan-based energy provider featuring Consumers Energy as its primary business. It also owns and operates independent power generation businesses.
United Rentals (URI - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
Therefore, the Zacks rating upgrade for United Rentals basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for United Rentals imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for United RentalsThis equipment rental company is expected to earn $47.26 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for United Rentals. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.4%.
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 United Rentals to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
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.
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 United Rentals (URI - 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. United Rentals 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 URI that show why this equipment rental company shows promise as a solid momentum pick.
A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For URI, shares are up 0.24% over the past week while the Zacks Building Products - Miscellaneous industry is up 3.71% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 10.41% 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 United Rentals have risen 45.92%, and are up 43.52% in the last year. In comparison, the S&P 500 has only moved 12.27% and 23.62%, respectively.
Investors should also take note of URI's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now URI is averaging 508,652 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 URI.
Over the past two months, 3 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost URI's consensus estimate, increasing from $46.99 to $47.26 in the past 60 days. Looking at the next fiscal year, 3 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom LineGiven these factors, it shouldn't be surprising that URI is a #2 (Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep United Rentals on your short list.
The number jumped out at me the moment I saw it. Lennar's (LEN +6.15%) average sales price for homes delivered in the second quarter of 2026 was $371,000 -- a price the company hasn't seen since the first quarter of 2017, when it averaged $365,000.
That's not a small number to sit with here. It means that one of America's largest homebuilders just rolled back its prices by nearly a decade in nominal terms. In a country where the median existing home now sits above $412,000, let's get into the signal this is sending.
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How Lennar got here This didn't happen because the housing market collapsed. Lennar delivered 20,519 homes in Q2 2026 -- a 2% year-over-year increase -- and maintained full-year delivery guidance of 82,000 to 83,000 homes. It happened because Lennar deliberately chose to compete on price, rather than wait for conditions to improve.
CEO Stuart Miller was direct about the math in the earnings release: The $371,000 price reflected approximately 12.9% in incentives, along with base price adjustments to keep volume moving. That incentive level is high by historical standards -- the company's normalized range is 4% to 6% -- but Miller noted that it's narrowing for the first time in three years as the gaps between elevated mortgage rates, home prices, and household incomes start to close.
The goal is volume now, margin recovery later. It's a patient strategy, and the operational data supports it -- construction costs are down 13% over the past two years, and cycle times have hit a record low of 121 days.
Image source: Getty Images.
The rate cut problem Lower home prices are not, by themselves, a solution to the affordability crisis. They're one part of a much harder equation.
The 30-year fixed mortgage rate sits at roughly 6.47% as of this week. Qualifying for a mortgage on the median existing home at today's rates requires an annual household income of approximately $95,000 -- well above what most first-time buyers earn. First-time buyers now represent just 21% of the market, the lowest share in 44 years. The NAHB estimates a nationwide shortage of roughly 1.2 million housing units. There is no shortage of demand -- there is a shortage of buyers who can afford to act on it.
Here's where Lennar's price reduction becomes relevant in a way that a simple headline misses: a $371,000 home financed at 6.47% on a 30-year real estate mortgage carries a monthly principal and interest payment of roughly $2,340. The same home priced at $412,000 -- the median existing resale -- carries a payment closer to $2,600. That $260 monthly difference won't solve the affordability crisis, but it represents real purchasing power for buyers stretching to qualify. Think of it as a builder clearing a path through a thicket that policy alone can't cut through fast enough.
What Lennar expects next -- and the investor takeaway Lennar guided for third-quarter 2026 average home prices in the range of $375,000 to $380,000, with gross margin improving to approximately 16% as incentive levels moderate and cost discipline compounds. That modest price increase suggests that the company believes the floor is in -- that it has reached a price point where demand is sufficient, and margin recovery can begin without chasing buyers away.
The gap between today's builder prices and existing resale inventory is now wide enough that new construction is increasingly the most accessible entry point for buyers who want to own. That's an unusual dynamic -- new homes are traditionally priced at a premium to existing ones -- and it reflects how much builders have absorbed to keep the market moving.
For Lennar shareholders, the compressed margin cycle is painful, but the logic behind it is sound. Miller used the phrase "execute around the affordability challenge" on the earnings call, rather than "wait it out." That posture -- active adaptation rather than passive patience -- is what separates a resilient operator from one that just hopes conditions normalize.
For the broader housing market, Lennar's pricing is a pressure valve. The structural shortage won't be solved by incentives. However, a major national builder consistently delivering homes under $400,000 in a world where resale inventory sits well above that is a real, meaningful development for the buyers who need it most.
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.
While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.
Based in Dover, Chesapeake Utilities (CPK - Free Report) is in the Utilities sector, and so far this year, shares have seen a price change of -2.58%. Currently paying a dividend of $0.74 per share, the company has a dividend yield of 2.42%. In comparison, the Utility - Gas Distribution industry's yield is 3.5%, while the S&P 500's yield is 1.44%.
Looking at dividend growth, the company's current annualized dividend of $2.94 is up 9.1% from last year. Over the last 5 years, Chesapeake Utilities has increased its dividend 5 times on a year-over-year basis for an average annual increase of 9.90%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Chesapeake Utilities's current payout ratio is 44%, meaning it paid out 44% of its trailing 12-month EPS as dividend.
Earnings growth looks solid for CPK for this fiscal year. The Zacks Consensus Estimate for 2026 is $6.51 per share, representing a year-over-year earnings growth rate of 8.32%.
From greatly improving stock investing profits and reducing overall portfolio risk to providing tax advantages, investors like dividends for a variety of different reasons. But, not every company offers a quarterly payout.
For instance, it's a rare occurrence when a tech start-up or big growth business offers its shareholders a dividend. It's more common to see larger companies with more established profits give out dividends. Income investors must be conscious of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, CPK is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).
Investors in Teleflex Incorporated (TFX - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the July 17, 2026 $90.00 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?
Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Teleflex, but what is the fundamental picture for the company? Currently, Teleflex is a Zacks Rank #3 (Hold) in the Medical - Instruments Industry that ranks in the Bottom 36% of our Zacks Industry Rank. Over the last 60 days, three analysts have increased their earnings estimate for the current quarter, while six have dropped their estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter to move from $1.69 per share to $1.28 per share in the same time period.
Given the way analysts feel about Teleflex right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
New York, New York--(Newsfile Corp. - June 24, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against ChampionX Corporation (NASDAQ: CHX) 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 ChampionX securities between February 29, 2024 and April 1, 2024, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/CHX.
ChampionX Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
while repurchasing millions of dollars' worth of ChampionX Corporation ("ChampionX" or the "Company") common stock, Defendants were in possession of material nonpublic information regarding offers made by Schlumberger Limited ("SLB") to acquire ChampionX at a premium to prevailing market prices; Defendants failed to either abstain from trading or disclose SLB's offer(s), which, if disclosed, would have signaled to investors that ChampionX's stock was worth significantly more than its trading price; Defendants further failed to disclose subsequent offers and negotiations involving ChampionX and SLB; and as a result, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for ChampionX 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/CHX, 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 ChampionX you have until July 14, 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 ChampionX 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 ChampionX Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/297980
Source: Bronstein, Gewirtz & Grossman, LLC
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British Columbia, June 24, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming July 17, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Commvault Systems Inc. (“Commvault” or the “Company”) (NASDAQ: CVLT) securities between April 29, 2025 and January 26, 2026, inclusive (the “Class Period”).
IF YOU SUFFERED A LOSS ON YOUR COMMVAULT INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS.
What Happened?
On January 27, 2026, Commvault published third quarter 2026 fiscal results, including annualized recurring revenue (“ARR”) of 22% and a total net new ARR was $39 million, falling short of the prior quarter’s guidance for $45 million of net new ARR for the quarter. Management revealed in the accompanying earnings call that the variation was due to product mix, including increased SaaS deals in the quarter.
On this news, Commvault’s stock price fell $40.23, or 31.1%, to close at $89.13 per share on January 27, 2026, thereby injuring investors.
What Is The Lawsuit About?
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Commvault knew or recklessly disregarded the impact that different types of sales would have on its ARR growth; (2) the variation in net ARR growth is strongly based on the type of sale Commvault is making, thus, the Company’s projected net new ARR should not have been determined without properly factoring in sale type; and (3) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
If you purchased or otherwise acquired Commvault securities during the Class Period, you may move the Court no later than July 17, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
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If you inquire by email, please include your mailing address, telephone number and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.
NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against CommVault Systems, Inc. (NASDAQ: CVLT) 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 CommVault securities between April 29, 2025 and January 26, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/CVLT.
CommVault Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
(1)Defendants provided investors with misleading guidance and projections regarding CommVault's anticipated annual recurring revenue (“ARR”) growth for fiscal year 2026, including projections related to new net ARR growth;(2)Defendants simultaneously disseminated overly positive statements while concealing material adverse facts concerning the true state of the Company’s ARR growth environment;(3)Defendants knew or recklessly disregarded that the Company’s ARR growth guidance failed to properly account for critical variables, including the type of sales driving ARR performance; and(4)as a result, Defendants’ statements about the Company’s business, operations, and prospects lacked a reasonable basis and were materially false and misleading at all relevant times. What's Next for CommVault 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/CVLT. 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 CommVault you have until July 17, 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 CommVault 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 CommVault 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.
Investors interested in Medical - Biomedical and Genetics stocks are likely familiar with Sarepta Therapeutics (SRPT) and Prothena (PRTA). But which of these two stocks is more attractive to value investors?
Key Takeaways American Eagle launches a TikTok shop and creator community to strengthen digital engagement.AEO shifts marketing spend toward performance media and influencers to drive conversions.AEO boosts brand visibility through the Aerie Real campaign and strategic brand collaborations. American Eagle Outfitters, Inc. (AEO - Free Report) is positioning its digital strategy for sustainable growth by shifting toward social commerce and performance-driven marketing. While the American Eagle (AE) brand's digital performance was flat earlier in the first quarter of fiscal 2026, management highlighted that the AE brand experienced a significant acceleration in digital channel performance and continues to be an important contributor to overall brand performance. In contrast, Aerie has maintained growth across all its digital and physical channels.
Digital innovation and social commerce are also central to AEO’s approach. The company recently launched a dedicated TikTok shop and the AE creator community to engage with its core demographic in a more immediate and relevant way. Additionally, AEO is recalibrating its marketing investments, shifting more spend toward digital media, performance marketing and influencer programs. This rebalancing is intended to drive traffic with a higher propensity to convert, specifically moving from broad brand awareness to active conversion.
Management indicated that marketing investments in the second half of the year will be more heavily focused on digital media, performance marketing, influencer partnerships and other day-to-day traffic-driving initiatives. The company believes this approach can support stronger conversion outcomes, as traffic generated through these channels tends to have a higher likelihood of converting into customers. The strategy reflects a greater emphasis on performance-oriented marketing and measurable customer acquisition efforts.
American Eagle strengthened brand visibility through its 100% Aerie Real campaign featuring Pamela Anderson and a series of strategic collaborations, including partnerships with Bubble Skincare and Prime Video’s Off Campus. These initiatives have increased brand awareness and consumer consideration, while the company remains focused on converting engagement into sales through social commerce, performance marketing and digital channels. Overall, AEO’s focus on social commerce, performance marketing and digital engagement should support stronger conversions and sustainable long-term growth.
The Zacks Rundown for AEOAEO’s shares have surged 83% in the past year compared with the industry’s growth of 11%. AEO carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
From a valuation standpoint, AEO trades at a forward price-to-earnings ratio of 9.74X, lower than the industry’s average 15.10X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for AEO’s current and next fiscal year earnings implies a year-over-year growth of 18% and 7.5%, respectively.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
Tapestry, Inc. (TPR - Free Report) provides accessories and lifestyle brand products in North America, Greater China, the rest of Asia, and internationally. At present, TPR flaunts a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for TPR’s current fiscal-year sales and earnings implies growth of 13.8% and 36.3%, respectively, from the year-ago figures. TPR has delivered a trailing four-quarter earnings surprise of 15.6%, on average.
Levi Strauss & Co. (LEVI - Free Report) designs, markets, and sells apparel and related accessories for men, women, and children in the United States and internationally. At present, LEVI carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for LEVI’s current fiscal-year sales and earnings implies growth of 5.2% and 11.9%, respectively, from the year-ago figures. LEVI has delivered a trailing four-quarter earnings surprise of 21.4%, on average.
Fossil Group, Inc. (FOSL - Free Report) designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally. At present, FOSL carries a Zacks Rank of 2.
The Zacks Consensus Estimate for FOSL’s current fiscal-year sales indicates a decline of 4.9%, while the same for earnings indicates growth of 87.6% from the year-ago figures. FOSL delivered a trailing four-quarter negative earnings surprise of 381.8%, on average.
NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Modiv Industrial, Inc. (“the Company”) (NYSE: MDV) to Global Net Lease, Inc. (NYSE: GNL). Under the terms of the proposed transaction, Modiv shareholders are expected to own approximately 11% of the combined company. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalues the Company.
>>>CLICK HERE To Learn More.
If you believe that this transaction undervalues the Company and/or if you would like to discuss your legal rights regarding the proposed sale, you may, without obligation or cost to you, e-mail or call KSF Managing Partner Lewis S. Kahn ([email protected]) toll free at any time at 855-768-1857, or visit https://www.ksfcounsel.com/cases/nyse-mdv/ to learn more.
To learn more about KSF, whose partners include the Former Louisiana Attorney General, visit www.ksfcounsel.com.
Looking at a stock that's rocketed more than 1,410% higher over the past year and wondering if it's a buy may seem like an absurd exercise. But that's hardly the case with Bloom Energy (BE +0.63%) stock.
With the artificial intelligence (AI) industry exhibiting extraordinary growth, there's ample reason to consider whether the fuel cell stock is a buy.
Image source: Getty Images.
The burgeoning AI industry is helping Bloom Energy blossom Recently, advanced nuclear reactor companies have received the lion's share of attention for offering solutions to the massive power demands of AI computing. But Bloom Energy has excelled at showcasing its fuel cell solutions as another viable option -- one that is available now, unlike small modular reactor companies, which are engaged in a lengthy regulatory process.
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Data center operators don't have time to wait.
According to Goldman Sachs research, U.S. data center power demand is expected to soar from 31 gigawatts (GW) in 2025 to about 95 GW by the end of 2027.
Bloom Energy is seizing the opportunity. For example, the company recently announced a partnership with Oracle, which plans to acquire up to 2.8 GW of Bloom's fuel cell systems to develop AI infrastructure.
Bloom's benefiting considerably from the AI boon. Reporting a strong start to 2026, the company raised 2026 revenue guidance, projecting sales of $3.4 billion to $3.8 billion.
Is Bloom Energy stock an electric buying opportunity right now? Trading at 37 times trailing sales, Bloom Energy stock is priced at a steep premium to its five-year average P/S ratio of 3.2. Further indicating a rich valuation, Bloom Energy stock is currently changing hands at about 169 times forward earnings.
This hydrogen company has a robust growth opportunity amid the booming AI industry -- and the significant power needed to keep data centers humming. At this point, though, it's clear that many of the growth expectations for Bloom Energy are baked into the stock price, so those with Bloom Energy on their radars may want to sit pat and wait for a pullback before starting a position.
Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bloom Energy, Goldman Sachs Group, and Oracle. The Motley Fool has a disclosure policy.
New York, New York--(Newsfile Corp. - June 24, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against ServBanc Holdco, Inc. ("ServBanc Holdco"), as successor in interest to IF Bancorp, Inc. ("IF Bancorp" or the "Company") (NASDAQ: IROQ), the members of IF Bancorp's board of directors (the "Board"), and ServBank, National Association ("ServBank, N.A.").
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws. The claims arise in connection with the Board's solicitation of IF Bancorp shareholders to vote in favor of a merger transaction (the "Merger")-based on false representations of the consideration shareholders would receive-pursuant to which IF Bancorp merge with and into ServBanc Holdco. Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/IROQ.
ServBanc Case Details
The Complaint alleges that, in connection with IF Bancorp's merger with ServBanc Holdco, Defendants caused the Company to issue a materially false and misleading proxy statement that, among other things:
overstated the value and likelihood of the consideration to be received by shareholders, including a purported $27.20 per-share merger price and the possibility of a special dividend tied to certain tangible common equity thresholds; failed to disclose that, due to a required $13.99 million loan renewal and an associated reserve that would be imposed as a condition of ServBanc Holdco's approval, there was no meaningful likelihood that IF Bancorp's tangible common equity would meet the threshold necessary to avoid a downward adjustment or to trigger any special dividend; misled shareholders regarding the true amount and likelihood of the consideration they would receive, when in reality the merger consideration was expected to be reduced to approximately $26.40 per share and any additional contingent payment was uncertain and dependent on future loan repayment; and as a result, Defendants' statements were materially false and misleading at all relevant times, depriving shareholders of the ability to cast a fully informed vote, inducing them to approve the Merger and forgo appraisal rights, and causing them to receive less than the fair value of their shares.What's Next for ServBanc 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/IROQ, 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 held shares as of February 3, 2026, you have until June 29, 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 ServBanc 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 ServBanc Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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First-To-Market Capability Combines Premium Streaming Inventory, Audience Intelligence and Sequential Creative to Help Brands Move Beyond the One Size Fits All Ad Experience
Announcement Marks Day 3 of Omnicom Media's Cannes News Blitz Revealing First-Mover Partnerships That Connect Content to Platform Programming, Viewing Experiences and Consumer Expectations
, /PRNewswire/ -- Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, and Paramount today announced a new collaboration to enhance Paramount's Streaming Fixed Units, which delivers high-impact guaranteed placements during the first seven days of new episode premieres for Paramount's biggest series. Through this collaboration, Paramount and Omnicom will transform the ad format from a fixed creative execution into an adaptive, intelligent, and contextually responsive advertising environment – designed to create a more dynamic and personalized experience for audiences and brand marketers.
Omnicom's audience intelligence and measurement infrastructure will combine with Paramount's premium streaming inventory to adapt a brand's creative messaging based on audience, location, or other relevant information. Advertisers can also guide viewers through a progressive narrative arc, optimized for smarter storytelling with each subsequent touchpoint delivering the next chapter of a campaign. Messaging is frequency capped and sequenced to create a more intentional consumer engagement while preserving scale and enabling measurement.
The collaboration was developed in response to findings from Omnicom Media's Connected Content study, which examined consumer sentiment around the current advertising landscape and explored the factors that drive engagement across both content and delivery experiences. The research found that audiences are increasingly receptive to advertising experiences that feel relevant, intentional, and connected rather than repetitive.
"This solution is about bringing intelligence and narrative progression to one of streaming's most valuable ad formats," said Megan Pagliuca, Chief Product Officer, Omnicom Media. "Consumers have made it clear that repetitive, advertising diminishes engagement. By combining premium streaming inventory with audience intelligence and sequential storytelling, we are creating a model that allows brands to build momentum and relevance with audiences over time rather than restarting the conversation with every impression."
"Streaming has created enormous opportunities for premium storytelling, and advertisers are looking for ways to make those moments work harder," said Leo O'Conner, Executive Vice President, Digital & Streaming, Paramount Advertising. "Together with Omnicom Media, we are evolving Streaming Fixed Units into a smarter, more adaptive advertising experience that combines the impact of premiere programming with the precision and accountability marketers increasingly expect."
The capability is currently in beta tests with several Omnicom Media clients, including Volkswagen of America and Princess Cruises.
"We have been chasing relevance and creative storytelling at scale in streaming environments for years. What makes this approach compelling is the ability to turn a high-impact premiere placement into the beginning of a connected, multiple exposure consumer journey. It creates the potential for us to more intentionally and effectively engage our target audience and make each impression more purposeful." Nick Charrow, Director of Media for beta-test participant Princess Cruises
How It Works
Under the new solution, audience intelligence from Omnicom's Acxiom identity platform is integrated into Paramount's streaming environment to inform real-time creative decisioning of the Streaming Fixed Units during the seven-day premiere window. Viewers exposed to the initial ad are then entered into a retargeting pool, allowing brands to deliver sequenced creative messaging enabled- by the Omnicom Production AI-driven content and production engine - throughout the remainder of the campaign window.
The initiative also creates new opportunities for advertisers to connect the creative experience in streaming to measurable business outcomes. Through Omni Video Content, in partnership with VideoAmp, brands can connect business objectives, including downstream search and conversion activity, to Streaming Fixed Unit creative versions. Brands will also be able to extend sequential storytelling across multiple premiere events, creating larger connected narratives personalized to different audience segments.
The solution is expected to be fully live in the US for Omnicom clients in Q3, and internationally by Q1 2027
About Omnicom Media
Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, is the world's largest global media management network. Powered by the Omni Intelligence Platform, Omnicom Media agencies leverage $75.6 billion in billings, 40,000+ specialists across 70+ markets, and the industry's most powerful portfolio identity, commerce, and intelligence assets to design dynamic Growth Ecosystems that enable the world's most ambitious businesses to grow faster and smarter. The Omnicom Media portfolio includes global media agency brands OMD, Initiative, PHD, UM, Hearts & Science, and Mediahub; core Omnicom Integrated Media offerings Acxiom, the world's premier identity solution, and the Flywheel digital commerce practice; and specialty services across the cloud consulting, creator, financial, healthcare, and sports & entertainment categories. For more information visit omnicommedia.com
About Paramount, a Skydance Corporation
Paramount, a Skydance Corporation (Nasdaq: PSKY) is a leading, next‑generation global media and entertainment company, comprised of three business segments: Studios, Direct-to-Consumer, and TV Media. The Company's portfolio unites legendary brands, including Paramount Pictures, Paramount Television, CBS, CBS News, CBS Sports, Nickelodeon, MTV, BET, Comedy Central, SHOWTIME®, Paramount+, Pluto TV, Skydance Animation, Film, Television, and Interactive/Games, and the newly established Paramount Sports Entertainment. For more information, please visit www.paramount.com.
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Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.
While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.
Based in San Dimas, American States Water (AWR - Free Report) is in the Utilities sector, and so far this year, shares have seen a price change of 9.04%. The water and electric utility is currently shelling out a dividend of $0.50 per share, with a dividend yield of 2.55%. This compares to the Utility - Water Supply industry's yield of 2.81% and the S&P 500's yield of 1.44%.
Looking at dividend growth, the company's current annualized dividend of $2.02 is up 4.2% from last year. Over the last 5 years, American States Water has increased its dividend 5 times on a year-over-year basis for an average annual increase of 8.23%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. American States Water's current payout ratio is 59%, meaning it paid out 59% of its trailing 12-month EPS as dividend.
Looking at this fiscal year, AWR expects solid earnings growth. The Zacks Consensus Estimate for 2026 is $3.71 per share, with earnings expected to increase 10.09% from the year ago period.
From greatly improving stock investing profits and reducing overall portfolio risk to providing tax advantages, investors like dividends for a variety of different reasons. But, not every company offers a quarterly payout.
For instance, it's a rare occurrence when a tech start-up or big growth business offers its shareholders a dividend. It's more common to see larger companies with more established profits give out dividends. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, AWR is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.
Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.
First American Financial (FAF - Free Report) is headquartered in Santa Ana, and is in the Finance sector. The stock has seen a price change of 13.02% since the start of the year. The financial services company is currently shelling out a dividend of $0.55 per share, with a dividend yield of 3.17%. This compares to the Insurance - Property and Casualty industry's yield of 0.82% and the S&P 500's yield of 1.44%.
Looking at dividend growth, the company's current annualized dividend of $2.20 is up 0.9% from last year. Over the last 5 years, First American Financial has increased its dividend 5 times on a year-over-year basis for an average annual increase of 3.78%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. First American Financial's current payout ratio is 34%, meaning it paid out 34% of its trailing 12-month EPS as dividend.
FAF is expecting earnings to expand this fiscal year as well. The Zacks Consensus Estimate for 2026 is $6.81 per share, with earnings expected to increase 12.56% from the year ago period.
Investors like dividends for a variety of different reasons, from tax advantages and decreasing overall portfolio risk to considerably improving stock investing profits. However, not all companies offer a quarterly payout.
For instance, it's a rare occurrence when a tech start-up or big growth business offers its shareholders a dividend. It's more common to see larger companies with more established profits give out dividends. During periods of rising interest rates, income investors must be mindful that high-yielding stocks tend to struggle. With that in mind, FAF is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).
Chemours Reaches Agreement with U.S. EPA to Resolve Claims Relating to PFAS PR Newswire
WILMINGTON, Del., June 24, 2026
The settlement resolves the federal government's claims relating to discharge of PFAS compounds across three current operating sites, as well as certain environmental claims by the State of West Virginia. Chemours is expected to pay EPA and WVDEP a $22.5 million civil penalty over a three-year period, and fund $90 million in additional mitigation projects over the next 15 years to further reduce PFAS emissions and enhance certain existing off-site drinking water programs.The settlement recognizes that Chemours has already begun planning and implementing operational improvements and remedial measures at its facilities, and contains further actions the Company will take to mitigate future emissions and enhance existing programs.This settlement provides Chemours with greater clarity on future compliance requirements and actions to support long-term responsible manufacturing., /PRNewswire/ -- The Chemours Company (NYSE: CC) (the "Company") today announced a settlement to resolve claims asserted by the U.S. Environmental Protection Agency ("EPA") relating to PFAS discharges and other alleged non-compliance actions, primarily at the Company's Washington Works, Fayetteville Works, and Chambers Works facilities. The West Virginia Department of Environmental Protection ("WVDEP") is also a party to the settlement and joins in these releases.
The settlement agreement is the latest progress delivered under the Strengthening the Long Term pillar of Chemours' Pathway to Thrive strategy, which includes the Company's sustained efforts to address legacy PFAS and other environmental claims. The settlement also recognizes the significant work already completed or underway across Chemours' sites to reduce emissions and strengthen processes.
Under the settlement, Chemours has agreed to pay EPA and WVDEP a $22.5 million civil penalty, of which $15 million was previously accrued. This civil penalty is expected to be paid in three annual installments in 2026, 2027 and 2028, beginning within 30 days of the court's approval of the Consent Decree containing the settlement. In addition, over the next 15 years, Chemours will fund $90 million in additional mitigation projects to further reduce PFAS emissions from the operating sites or drinking water projects. Such projects support Chemours responsible manufacturing practices and will help advance the Company's Corporate Responsibility Commitment goal to reduce process emissions of fluorinated organic chemicals by 99% or more by 2030.
Further, the Company has also agreed to perform certain program and site-related actions as part of the settlement. This includes an expansion of the Company's existing off-site drinking water programs in West Virginia, Ohio, and New Jersey to incorporate learnings from Chemours' other off-site programs. The Company expects the expansion of the off-site drinking water programs will result in an increase to its existing environmental reserves.
Aligned with the Company's Pathway to Thrive strategy, Chemours continues to focus on responsibly resolving outstanding environmental and regulatory matters with terms that improve site operating certainty and include payment and remediation commitments that are structured over time. The terms of the settlement, including a further description of claims released and not released, are set forth in a proposed Consent Decree, which remains subject to final court approval.
In connection with the settlement, Chemours has also reached a resolution with the West Virginia Rivers Coalition for less than $1 million to resolve its litigation that was commenced in 2024 under the Clean Water Act alleging exceedances of certain permitted discharge limits at the Company's Washington Works facility.
About The Chemours Company
The Chemours Company (NYSE: CC) is a global leader in providing industrial and specialty chemicals products for markets, including coatings, plastics, refrigeration and air conditioning, transportation, semiconductor and advanced electronics, general industrial, and oil and gas. Through our three businesses – Thermal & Specialized Solutions, Titanium Technologies, and Advanced Performance Materials – we deliver application expertise and chemistry-based innovations that solve customers' biggest challenges. Our flagship products are sold under prominent brands such as Opteon™, Freon™, Ti-Pure™, Nafion™, Teflon™, Viton™, and Krytox™. Headquartered in Wilmington, Delaware and listed on the NYSE under the symbol CC, Chemours has approximately 5,700 employees and 28 manufacturing sites and serves approximately 2,400 customers in approximately 110 countries. For more information, visit chemours.com or follow us on LinkedIn.
Forward-Looking Statements
This press release contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which involve risks and uncertainties. Forward-looking statements provide current expectations of future events based on certain assumptions and include any statement that does not directly relate to a historical or current fact. The words "believe," "expect," "will," "anticipate," "plan," "estimate," "target," "project" and similar expressions, among others, generally identify "forward-looking statements," which speak only as of the date such statements were made. These forward-looking statements may address, among other things, the expected performance and impact of the cost-sharing arrangements by and between Chemours, Corteva and DuPont related to future eligible PFAS liabilities. Forward-looking statements are based on certain assumptions and expectations of future events that may not be accurate or realized, such as guidance relying on models based upon management assumptions regarding future events that are inherently uncertain. These statements are not guarantees of future performance. Forward-looking statements also involve risks and uncertainties including the outcome of the final court approval process for the Consent Decree, including any appeals, the outcome of any pending or future litigation related to PFAS or PFOA, including personal injury claims and natural resource damages claims, the extent and cost of ongoing remediation obligations and potential future remediation obligations, including performance of injunctive actions and mitigation projects under the Consent Decree, changes in laws and regulations applicable to PFAS chemicals, the performance by each of the parties of their respective obligations under the cost-sharing arrangement, the outcome or resolution of any pending or future environmental liabilities, the commencement, outcome or resolution of any regulatory inquiry, investigation or proceeding, the initiation, outcome or settlement of any litigation, Chemours' ability to maintain an effective internal control over financial reporting and disclosure controls and procedures, changes in environmental regulations in the United States or other jurisdictions that affect demand for or adoption of the Company's products, changes in regulations in the United States or other jurisdictions that could impose tariffs or additional costs on products we either sell or need to purchase, anticipated future operating and financial performance for the Company's segments individually and the Company as a whole, business plans, prospects, targets, goals and commitments, capital investments and projects and target capital expenditures, efforts to resolve outstanding or potential litigation, including claims related to legacy PFAS liabilities, plans for dividends, sufficiency or longevity of intellectual property protection, cost reductions or savings targets, plans to increase profitability and growth, the Company's ability to develop and commercialize new products or technologies and obtain necessary regulatory approvals, the Company's ability to make acquisitions, integrate acquired businesses or assets into the Company's operations, and achieve anticipated synergies or cost savings, all of which are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. These statements also may involve risks and uncertainties that are beyond the Chemours' control. Matters outside our control, including general economic conditions, geopolitical conditions, global conflicts, changes in laws and regulations in the United States or other jurisdictions in which we operate, and global health events and weather events, have affected or may affect the Company's business and operations and may or may continue to hinder the Company's ability to provide goods and services to customers, cause disruptions in the Company's supply chains such as through strikes, labor disruptions or other events, adversely affect the Company's business partners, significantly reduce the demand for the Company's products, adversely affect the health and welfare of the Company's personnel or cause other unpredictable events. Additionally, there may be other risks and uncertainties that the Company is unable to identify at this time or that the Company does not currently expect to have a material impact on its business. Factors that could cause or contribute to these differences include the risks, uncertainties and other factors discussed in our filings with the U.S. Securities and Exchange Commission, including in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 and the Annual Report on Form 10-K for the year ended December 31, 2025.
CONTACTS:
INVESTORS
Brandon Ontjes
Vice President, Head of Strategy & Investor Relations
+1.302.773.3309 [email protected]
NEWS MEDIA
Cassie Olszewski
Media Relations & Reputation Leader
+1.302.219.7140 [email protected]
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Truist Financial Corporation (TFC - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
Therefore, the Zacks rating upgrade for Truist Financial basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Truist Financial imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for Truist FinancialThis company is expected to earn $4.50 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for Truist Financial. Over the past three months, the Zacks Consensus Estimate for the company has increased 1%.
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 Truist Financial to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Key Takeaways Ulta Beauty cites inflation, fuel costs and competition as key headwinds for fiscal 2026.ULTA delivered 11.1% sales growth and 5.3% comparable sales growth in the first quarter.ULTA expands loyalty, AI capabilities and international stores to deepen customer engagement. Ulta Beauty, Inc.’s (ULTA - Free Report) shares have plunged 24.5% in the past six months, underperforming the Zacks industry’s decline of 18.1%. The stock has also underperformed the broader sector’s 3.3% decline and the S&P 500 Index’s 7.7% increase in the same period.
Image Source: Zacks Investment Research
During the same period, Ulta Beauty has trailed the performance of Sally Beauty Holdings, Inc. (SBH - Free Report) , The Estee Lauder Companies Inc. (EL - Free Report) and Interparfums, Inc. (IPAR - Free Report) . Shares of EL and SBH have plunged 22% and 12.1%, respectively, in the past six months, while shares of IPAR have risen 16.6%.
Image Source: Zacks Investment Research
ULTA Stock Falls on Macro Threats & Moderating GrowthUlta Beauty faces several near-term headwinds stemming from a challenging macroeconomic environment, rising competitive intensity and increasingly difficult year-over-year comparisons. At its first-quarter fiscal 2026 earnings call, management noted that the operating environment remains pressured by economic uncertainty, persistent inflation and higher fuel prices. These factors are making value a more important consideration for consumers when making purchasing decisions. At the same time, elevated fuel costs have pushed transportation expenses higher, highlighting the impact of broader economic conditions on the business.
SG&A expenses rose 14.6% year over year to $815 million in the first quarter, adding further strain to the company’s cost structure. The increase was largely due to the ongoing investments supporting the Ulta Beauty Unleashed strategy and spending initiatives implemented during the second half of fiscal 2025 that have not yet completed one year. As a result, the company continues to face elevated operating costs and challenging expense comparisons.
In addition, Ulta Beauty operates in a highly competitive market where rivals are expected to intensify efforts to capture market share. This dynamic is likely to increase execution pressure and require the company to perform at a higher level to protect its competitive position and sustain performance throughout the remainder of the year.
Per the last earnings call, management expects growth trends to moderate in the back half of the year as the company laps a period of stronger prior-year performance. This tougher comparison base is likely to create a more challenging growth environment and could slow the pace of expansion relative to earlier periods.
ULTA Drives Growth Through Loyalty, AI and Global ExpansionDespite these near-term challenges, Ulta Beauty continues to benefit from several long-term growth drivers that support customer engagement, market share gains and profitable growth. The company’s growth is supported by its differentiated beauty ecosystem, which combines a broad mass-to-luxury assortment, omnichannel convenience, strong brand partnerships and a large loyalty base. These strengths help the company attract a wide range of beauty consumers, support market share gains in prestige beauty and reinforce its position in mass beauty.
A major driver is the Ulta Beauty Rewards program, which has expanded to nearly 47 million members. This large first-party database enables more personalized marketing, better product recommendations and improved customer engagement across stores, digital channels and the app. As personalization becomes more important in beauty retail, Ulta Beauty’s loyalty platform remains a key competitive advantage.
Ulta Beauty is also strengthening growth through digital and social commerce. Investments in e-commerce, same-day delivery, buy-online-pickup-in-store and emerging platforms such as TikTok Shop allow the company to meet customers where they discover and purchase beauty products. Events like Ulta Beauty World further support brand awareness, social engagement and customer acquisition, particularly among younger consumers.
International expansion provides another long-term growth avenue. Space NK continues to build momentum in the U.K. and Ireland, while Ulta Beauty is expanding in Mexico and the Middle East through new stores and partnerships. These markets offer opportunities to extend brand reach and diversify growth beyond the United States.
Artificial intelligence is also becoming an important enabler. Ulta AI is designed to improve discovery, personalization and the online shopping journey, while broader AI and automation initiatives can enhance operational efficiency over time.
How Have Estimates Shaped Up for ULTA?The Zacks Consensus Estimate for ULTA’s current quarter earnings per share has remained unchanged at $6.16, and the current year earnings per share have improved by 1 cent to $28.67 per share in the past seven days. This reflects steady analyst confidence in Ulta Beauty's earnings outlook.
Image Source: Zacks Investment Research
Ulta Beauty’s Valuation PictureUlta Beauty is currently trading at a forward 12-month P/E multiple of 15.31, slightly above the industry average of 14.71 but well below the S&P 500 multiple of 21.32. The stock is also trading below its 12-month median P/E of 20.25.
ULTA’s current valuation suggests investors remain cautious about near-term growth prospects, while still assigning the stock a modest premium for its market position and long-term growth potential.
Image Source: Zacks Investment Research
How to Play ULTA Stock?Ulta Beauty is navigating a period of heightened macroeconomic uncertainty and competitive pressure, which may temper near-term performance. However, the company continues to benefit from a differentiated business model built around a strong loyalty ecosystem, omnichannel capabilities, exclusive brand partnerships and expanding digital engagement. Ongoing investments in personalization, artificial intelligence and international expansion provide additional avenues for long-term growth. Given the balance between near-term headwinds and long-term growth opportunities, investors may prefer to remain on the sidelines until there is greater visibility into the pace of growth and margin trends.
At present, ULTA carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SummaryCoherent Corp. has surged 196% since my last coverage, significantly outperforming the benchmark.I remain bullish on COHR due to its essential high-speed connectivity solutions for data centers and persistent demand.COHR benefits from multiple long-term tailwinds, supporting expectations for robust top and bottom-line growth.Despite a premium valuation, I maintain a Buy rating, anticipating further upside if bullish catalysts materialize. Jian Fan/iStock via Getty Images
Sure enough, Coherent Corp. (COHR) was one of my best calls over the past 8 months. Why? Since my previous coverage in November, the stock has surged 196%. And it has outperformed the benchmark
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Rocket Companies (NYSE:RKT | RKT Price Prediction) stock is up 13% in midday trading Wednesday, changing hands near $15.21. Opendoor Technologies (NASDAQ:OPEN) stock is climbing 5% to roughly $4.43. Both names are leading a broader bid in rate-sensitive housing fintech.
The connective thread between the two moves is a reported resurgence of refinancing demand, aided by declining mortgage rates. Lower mortgage rates directly boost refinancing and origination volumes for Rocket Companies, a mortgage lender, and they support faster home transactions for Opendoor, an iBuyer that monetizes turnover and resale velocity. The setup echoes the same rate-sensitive playbook that drove a refi wave in September 2025.
That framing is the apparent driver, not a confirmed company-specific catalyst. Rocket Companies stock is down 21% year to date (YTD), and Opendoor stock is down 24% YTD. Today’s pop is a rebound in two depressed, rate-sensitive equities, not a confirmed trend change.
Rocket Companies Rides the Refinancing Tailwind Rocket Companies runs Rocket Mortgage, Redfin, Rocket Money, Rocket Loans, and Rocket Close, but mortgage origination and servicing remain the core engine. When mortgage rates fall, refinancing applications jump quickly, and Rocket Companies’ platform converts that volume into outsized operating leverage. That sensitivity is exactly why Rocket Companies stock is leading today’s tape.
The company’s Q1 2026 earnings report already pointed to improving fundamentals. Rocket Companies posted EPS of $0.15 versus a $0.12 consensus and revenue of $2.94 billion, with a servicing portfolio of $2.1 trillion in unpaid principal balance. GAAP net income of $297 million reversed a prior-year loss.
CEO Varun Krishna struck a defiant tone, asserting, “Rocket is not waiting for the market to get easier… Hard market. Stronger Rocket.” Management also pulled forward $400 million of Mr. Cooper acquisition synergies to year-end, a year ahead of schedule, while guiding Q2 2026 adjusted revenue to $2.7 billion to $2.9 billion.
The bear case on Rocket Companies stock is real, though. The shares have whipsawed through prior rate head-fakes, and a one-day move on softer mortgage rates doesn’t confirm a durable refi cycle if Treasury yields snap back higher.
Opendoor Catches a Bid on Transaction Volume Hopes Opendoor’s unit economics hinge on transaction volume and how quickly it can flip inventory. Lower mortgage rates pull buyers back into the market, which lifts both Opendoor’s acquisition pipeline and resale velocity. Existing home sales reached 4.17 million annualized in May, up 3% month over month, and that backdrop helps Opendoor stock today.
Opendoor’s Q1 2026 results showed real operating progress. Revenue came in at $720 million, homes purchased rose 45% quarter over quarter to 2,474, and gross margin expanded to 10% from 9% year over year (YoY).
CEO Kaz Nejatian was direct in his commentary, declaring, “The machine is working.” Polymarket traders are leaning bullish on Opendoor as well, assigning a 95% probability that OPEN stock closes higher on the session and clustering weekly price targets in the $4 to $4.50 band.
Still, the caution on Opendoor stock is hard to ignore. Opendoor is a low-priced, highly volatile name, and the business remains exposed to any reversal in mortgage rates or transaction demand. The path to adjusted net income positive by year-end depends on the housing pipeline holding.
What Investors Can Watch Next The 10-year Treasury yield sits at 4.4%; the recent easing is modest in context and could reverse on a single hot inflation report. Ultimately, the bull case for both Rocket Companies and Opendoor may be conditional on rates continuing lower.
Investors can watch for follow-through into other housing names, the durability of the mortgage-rate decline into Friday’s close, and the next Q2 2026 earnings reports from Rocket Companies and Opendoor. A reasonable approach is to size positions modestly in Rocket Companies stock and Opendoor stock, given the rate dependency. One day of refi-driven excitement is not yet a confirmed housing recovery.
Key Takeaways AMKR is expanding its advanced packaging footprint as AI and computing demand drive adoption.AMKR trades at a valuation discount to industry and sector peers despite its strong momentum.AMKR's Arizona expansion boosts U.S. packaging capacity and supports long-term growth prospects. Amkor Technology (AMKR - Free Report) has emerged as one of the top-performing semiconductor stocks in 2026, with shares soaring 119.7% year to date. The stock has significantly outperformed the Zacks Electronics-Semiconductors industry’s gain of 63.3% and the broader Zacks Computer & Technology sector’s return of 18.7% during the same period.
The rally has been driven by strengthening demand for advanced packaging solutions, growing exposure to artificial intelligence and high-performance computing applications and improving operating performance. AMKR has also benefited from deepening relationships with leading semiconductor companies and expanding opportunities across data center, smartphone and automotive markets.
While such substantial gains may prompt some investors to consider taking profits, recent developments suggest compelling reasons for current shareholders to maintain their positions through the second half of 2026. However, prospective investors may benefit from waiting for more attractive entry points given the current valuation levels.
AMKR Outperforms Industry and Sector
Image Source: Zacks Investment Research
Advanced Packaging Demand Remains a Structural TailwindAMKR's growth engine remains its expanding footprint in advanced packaging, where chiplet-based architectures and high bandwidth memory integration push packaging decisions earlier into system design. Outside of Taiwan, where Taiwan Semiconductor Manufacturing Company (TSM - Free Report) handles much of the industry's most advanced packaging work, AMKR remains one of the few suppliers able to execute at this level of complexity and scale. Its High Density Fan Out (HDFO) bridge program with Advanced Micro Devices (AMD - Free Report) is expected to ramp in 2027, initially in South Korea before onshoring to Arizona, while NVIDIA (NVDA - Free Report) has validated AMKR's ability to turn complex silicon into deployable systems at volume.
Computing revenues rose 19% year over year in the first quarter of 2026, with AI data center strength offsetting soft personal computer demand. For the second quarter, computing revenue is expected to grow in the mid single digits sequentially on the new data center CPU ramp, while full-year advanced packaging revenue is projected to roughly triple in 2026. Automotive and industrial revenue also advanced on rising ADAS and in-car computing content.
Beyond Advanced Micro Devices, the HDFO platform spans over five customers at various qualification stages, with NVIDIA's broader high-performance computing ecosystem further expanding AMKR's data center pipeline, together supporting double-digit growth across most end markets.
The Zacks Consensus Estimate for AMKR's 2026 earnings is pegged at $2.08 per share, indicating growth of 38.67% year over year
Valuation Offers a Cushion Despite the RallyDespite its strong rally, AMKR remains reasonably valued, trading at a forward 12-month price-to-sales ratio of 2.74X, well below the industry average of 9.95X and the broader sector average of 6.67X. The discount appears noteworthy considering AMKR's expanding presence across AI data centers tied to customers like NVIDIA, high-performance computing and premium smartphones. Growing demand for advanced packaging and testing services, stronger participation in next-generation semiconductor designs and a richer business mix are expected to support long-term growth. As AI adoption accelerates and semiconductor content continues to increase across servers and smartphones, AMKR is well-positioned to benefit from rising packaging complexity and higher value opportunities.
AMKR Trades at Discounted P/S Valuation
Image Source: Zacks Investment Research
Arizona Expansion Strengthens Long-Term Growth ProspectsAMKR's Arizona buildout strengthens its long-term growth profile, adding U.S.-based advanced packaging and test capacity as the technology becomes increasingly critical for AI and high-performance computing. AMD's new data center CPU device, slated to ramp in South Korea starting in 2027, is among the programs expected to eventually onshore into Arizona. The facility positions AMKR as one of the few large-scale outsourced assembly and test providers in the United States.
The buildout also aligns with capacity expansion by TSM and other industry players, strengthening the broader U.S. semiconductor ecosystem. Startup costs should weigh modestly on near-term profitability, but Arizona is expected to support higher value programs and lift AMKR's long-term growth and earnings potential.
ConclusionAMKR continues to benefit from strong momentum in advanced packaging, rising AI and high-performance computing demand and investments that expand its long-term growth opportunities. The company is strengthening its position in a market where packaging complexity is becoming a key differentiator relative to large-scale peers such as TSM, while maintaining a valuation discount relative to industry and sector peers. Although the stock has surged sharply year to date, the underlying growth drivers remain intact and should support business performance in the coming years.
With a Zacks Rank #3 (Hold), existing shareholders may consider maintaining their positions and participating in the company's long-term growth story, while prospective investors may wait for a more attractive entry point following the stock's sharp run-up. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways PAYX beat Q4 adjusted earnings estimates as revenues rose 12.5% y/y to $1.61 billion.Paychex's Management Solutions revenues grew 14%, with Paycor adding about 8 points to growth.PAYX expects FY27 revenue growth of 5-6% and adjusted diluted EPS growth of 7-9%. Paychex, Inc. (PAYX - Free Report) has reported solid fourth-quarter fiscal 2026 results, with adjusted earnings beating the Zacks Consensus Estimate and revenues coming in line. Adjusted earnings of $1.32 per share surpassed the consensus estimate of $1.31 by a slight margin and increased 10.9% from the year-ago quarter. Total revenues of $1.61 billion rose 12.5% year over year and beat the consensus estimate by a slight margin.
The earnings upside was backed by segment growth, Paycor contributions and disciplined expense performance. Management Solutions led the quarter, while PEO and Insurance Solutions, and client fund interest added further support.
PAYX's Management Solutions Powers GrowthManagement Solutions’ revenues increased 14% year over year to $1.18 billion in the fiscal fourth quarter. The segment benefited from higher product penetration and growth in client worksite employees within Human Resources Solutions.
Paycor, acquired in April 2025, contributed about 8 percentage points to Management Solutions revenue growth. The acquisition also supported price realization and higher revenues per client, reflecting Paycor’s upmarket client base.
Management noted that the quarter included a full period of Paycor revenues and expenses compared with a partial period in the prior-year quarter. That comparison helped drive the sharper contribution from the acquired business in the latest quarter.
Paychex's PEO & Client Funds Add SupportProfessional Employer Organization and Insurance Solutions revenues were $369.7 million, up 9% from the year-ago quarter. Growth in the number of average PEO worksite employees supported the segment’s performance.
PEO insurance revenues also increased during the quarter. Interest on funds held for clients rose 15% to $52.2 million, driven by higher average investment balances resulting from the Paycor acquisition.
Total service revenues came in at $1.55 billion, up 12% from the year-ago period. The broad advance across core services showed that growth was not confined to one operating line.
PAYX's Margin Profile Expands in Q4Total expenses were relatively flat year over year at $1 billion. Increases in compensation-related expenses, amortization of intangible assets, technology investments, selling initiatives and marketing spending were offset by lower acquisition-related compensation and professional service costs.
Operating income rose 40% to $604.7 million. The operating margin expanded to 37.7% from 30.2% a year earlier, while the adjusted operating margin improved to 42.1% from 40.4%.
Adjusted operating income increased 17% to $675.8 million. The adjusted figure excludes acquisition-related costs, which were lower than in the prior-year quarter.
Paychex's Profitability Shows Earnings LeverageNet income increased 41% year over year to $420.6 million in the fiscal fourth quarter. Diluted earnings were $1.17 per share, up 43% from the prior-year period.
Adjusted net income rose 10% to $474.6 million. EBITDA increased 39% to $719.1 million, while adjusted EBITDA advanced 17% to $729.7 million, reflecting revenue gains and reduced acquisition-related drag.
Interest expenses increased to $64.7 million from $63.7 million. Other income, net, declined to $14.2 million from $21.9 million due to lower average balances on corporate investments and higher share repurchases in fiscal 2026.
PAYX's Balance Sheet Remains SolidPaychex ended fiscal 2026 with cash, restricted cash and total corporate investments of $1.2 billion. Short-term and long-term borrowings, net of debt issuance costs, totaled $4.6 billion as of May 31, 2026.
Cash flow from operations was $2.6 billion for the fiscal year. The company paid out cumulative dividends of $4.43 per share, totaling $1.6 billion, and repurchased 5.6 million shares for $611 million.
Fiscal 2026 total revenues increased 17% to $6.51 billion. Adjusted diluted earnings advanced 11% to $5.51 per share, whereas adjusted operating income grew 19% to $2.81 billion.
Paychex's FY27 View Points to GrowthFor fiscal 2027, Paychex expects total revenues to grow 5-6%. Management Solutions’ revenues are also projected to rise 5-6%, while PEO and Insurance Solutions revenues are expected to increase 6-7%.
Interest on funds held for clients is expected to be $195-$205 million. The company anticipates an adjusted operating margin of 44%, an effective income tax rate of 24% and adjusted diluted earnings growth of 7-9%.
Paychex also highlighted the launch of WISE, its AI-powered intelligence engine, across HCM platforms and internal operations. Management said that the platform is designed to unlock insights from unstructured data, increase productivity and enhance client outcomes.
PAYX carries a Zacks Rank #4 (Sell) at present.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Earnings SnapshotVerisk Analytics, Inc. (VRSK - Free Report) reported first-quarter 2026 diluted adjusted earnings per share of $1.82, beating the Zacks Consensus Estimate of $1.76 by 3.4%. The figure increased 5.2% from the year-ago quarter.
VRSK's revenues came in at $782.6 million, topping the consensus mark of $775.9 million by 0.9% and rising 3.9% year over year.
Accenture plc (ACN - Free Report) posted third-quarter fiscal 2026 earnings of $3.80 per share, beating the Zacks Consensus Estimate by 2.7%. The metric increased 9% from the year-ago quarter.
ACN’s revenues of $18.718 billion missed the consensus mark by 0.4% but rose 6% year over year in U.S. dollars and 3% in local currency.
U.S. stocks traded higher midway through trading, with the Dow Jones index gaining more than 400 points on Wednesday.
The Dow traded up 0.83% to 52,095.25 while the NASDAQ surged 0.27% to 25,654.95. The S&P 500 also rose, gaining, 0.35% to 7,391.51.
Leading and Lagging Sectors
Health care shares jumped by 1.5% on Wednesday.
In trading on Wednesday, energy stocks fell by 1.7%.
Top Headline
Paychex Inc (NASDAQ:PAYX) reported better-than-expected earnings for the fourth quarter.
The company posted quarterly earnings of $1.32 per share which beat the analyst consensus estimate of $1.30 per share. The company reported quarterly sales of $1.606 billion which beat the analyst consensus estimate of $1.601 billion.
Equities Trading UP
Equities Trading DOWN
Commodities
In commodity news, oil traded down 4.2% to $70.14 while gold traded down 2.8% at $4,032.40.
Silver traded down 4.8% to $59.075 on Wednesday, while copper fell 2.6% to $5.9890.
Euro zone
European shares were mixed today. The eurozone’s STOXX 600 slipped 0.2%, while Spain’s IBEX 35 Index fell 0.7%. London’s FTSE 100 rose 0.1%, Germany’s DAX dipped 1.1%, while France’s CAC 40 gained 0.3%.
Asia Pacific Markets
Asian markets closed mostly higher on Wednesday, with Japan’s Nikkei 225 dipping 0.88%, Hong Kong’s Hang Seng Index gaining 0.33%, China’s Shanghai Composite rising 0.11% and India’s BSE Sensex gaining 1.04%.
Economics
The U.S. current account deficit rose to $226.8 billion in the first quarter from a revised $221.1 billion gap in the final quarter of 2025. U.S. building permits fell 0.9% month-over-month to an annual rate of 1.410 million in June. U.S. mortgage applications rose by 1% in the third week of June compared to a 3.8% decline in the previous period. Photo via Shutterstock
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Investors interested in stocks from the Oil and Gas - Field Services sector have probably already heard of Halliburton (HAL) and Baker Hughes (BKR). But which of these two stocks offers value investors a better bang for their buck right now?
Samsara Introduces 360 Camera for Operated Equipment and Expands AI Multicam and Two-Way Voice Capabilities through the Dash Cam Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today introduced the Samsara 360 Camera, new AI Multicam capabilities, and two-way voice capabilities through the dash cam for road fleets—expanding real-time visibility for fleets and field teams.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260624036653/en/
Samsara Birds Eye View
Operated equipment operations and field teams have long dealt with limited visibility. A forklift in a warehouse, a baggage tug on the ramp, an excavator on a job site: these machines move in high-density, high-consequence environments where blind spots are unavoidable, and incidents are costly. At the same time, road fleets face their own persistent challenge: the moments of highest risk, reversing, lane changes, and tight maneuvering, are often the hardest for drivers to see through. Samsara’s new hardware and AI capabilities are designed to close both gaps.
“By combining the power to see everything with the automation to act on it, we are shifting into the next gear on safety,” said Johan Land, Chief Product Officer at Samsara. “The 360 Camera brings first-to-market visibility to operated equipment, AI Multicam gives road fleet drivers sharper awareness of what surrounds them, and two-way voice means the AI can respond the moment a question arises. Millions of frontline workers show up every day to keep our world running, and we are fully committed to helping get every one of them home safely.”
The First 360-Degree Camera Built for Operated Equipment
Construction sites, warehouses, mines, and airports are among the most demanding environments in physical operations. Frontline workers on these job-sites are required to use heavy, risky equipment such as excavators, forklifts, baggage tugs, and pushbacks with open cabs — yet until now, none of them had a camera system built for the job. Without proper views of their surroundings and access to footage from on the ground, incident investigations stalled, liability was disputed, and the same unsafe behaviors were repeated.
Samsara’s 360 Camera changes that: a single-module camera capturing a full 360-degree view from one mount point and an interactive pan and zoom. Now, equipment operators can see potential risks in real-time and safety managers can examine any angle of a recorded event in detail. Built to withstand harsh weather and rough operating conditions, it gives teams the evidence they need to move from incident report to root cause in minutes rather than days.
“Safety on the ramp has always been our top priority, and Samsara has been a true partner in helping us raise the bar,” said Mehdi Jnah, Director of Ground Support Equipment, Alaska Airlines. “Their AI dash cams gave us something we never had before — real-time alerts and video footage to protect our crews. With the 360 Camera, we extend safety to every type of ground service equipment on the ramp. Baggage tractors, tugs, pushbacks — each with its own unique demands and operating procedures. Now, not only can we see it all, we have real-time access to the evidence we need to move from incident report to root cause in minutes. We believe this kind of innovation has the potential to transform ramp safety across the entire industry.”
New AI Multicam Capabilities Give Road Fleets a Sharper View
Reversing, changing lanes, and navigating tight spaces are the moments of highest contact risk for road fleets — and the moments where drivers have the least information about what surrounds them. Samsara is expanding its AI Multicam system with new capabilities designed to close that gap:
Bird’s Eye View. Drivers can now configure a top-down, 360-degree composite view of their immediate surroundings using AI Multicam, giving them a clear picture during maneuvers that carry the highest contact risk — maneuvering crowded yards, navigating narrow spaces, and making tight turns where large vehicles have the widest blind spots. This is especially valuable for vehicles like school buses, garbage trucks, yellow iron, and box trucks. Rear Collision Warning and Vehicle in Blind Spot Detection. Building on AI Multicam’s existing in-cab visibility, Rear Collision Warning and Vehicle in Blind Spot Detection deliver dynamic audio and visual alerts when reversing or changing lanes — running at the edge, on the device, so warnings reach drivers in the moment rather than after it. Two-Way AI Conversations Put Safety Response Directly in the Cab
The dash cam is no longer a one-way device. With two-way voice, Samsara AI and managers can converse with drivers in the moment. When a driver crosses into a geofenced area, AI engages the driver through the dash cam, flagging critical road information such as a lower speed limit, a parking restriction, or a known towing risk, all without a dispatcher placing a call. And when a person needs to step in, managers can initiate a call through the same channel — a direct line that doesn't depend on a phone, a charged battery, or a cell signal. The same goes for drivers, who can send their manager a message through the dash cam to alert them to conditions such as severe weather or driving delays.
“We tried contacting a driver in his truck via phone, but were unable to reach him. I then used the dash camera to contact him and connected successfully. The driver mentioned that his phone lost battery. It’s this kind of technology that helps ensure our drivers stay safe,” said Otis Anderson, Safety Compliance Analyst, Jordan Carriers.
Watch the demo of the AI camera suite. Learn more about Samsara’s latest innovations in physical operations, including:
The new Tracking Label for supply chain visibility. The new Agent Studio and agentic AI capabilities. See the full set of announcements on the Samsara blog. Follow Beyond 2026 news and developments on Samsara's LinkedIn and X pages, or by using the #SamsaraBeyond hashtag.
About Samsara
Samsara (NYSE: IOT) is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world’s leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company’s mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.
Samsara is a registered trademark of Samsara Inc. All other brand names, product names, or trademarks belong to their respective holders.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260624036653/en/
Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the launch of new agentic tools that help teams automate monotonous tasks, reduce manual work, and respond faster across their operations. The new capabilities include a first-of-its-kind Agent Studio designed for physical operations that lets teams leverage pre-configured agents or build their own from scratch.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260624557769/en/
“Samsara has spent the last 10 years deeply embedded in the world's most complex physical operations, giving us unprecedented visibility into what’s happening on the ground,” said Johan Land, Chief Product Officer at Samsara. “In 2025 alone, we captured 25 trillion data points across the Samsara Network across vehicles, equipment, worksites, and operations. Now, customers can act on this insight by leveraging Samsara’s platform to fully automate workflows without extensive IT expertise.”
The Agent Studio serves as the control center where customers can set up and manage these AI-powered workflows. Tasks like managing paperwork, communicating with drivers, and working with vendors can now be automated with agents in minutes, freeing staff from hours of manual work each week. Customers and partners can build custom agents from scratch or leverage more than 15 pre-built templates across safety and maintenance, all without IT or developer experience. Within the studio, builders can also toggle capabilities on or off, set permissions, monitor usage, and configure settings.
Customers across industries are already developing agents in Agent Studio to automate workflows that have traditionally required dedicated staff or significant manual effort, including:
Driver assistance. A driver wingman deployed at a major food distributor answers parking, weigh-station, policy, and escalation questions based on dynamic location and company data, saving 30 minutes in communication time per call. Daily maintenance digest. A daily fleet briefing tool used at a food bank gives ops teams a quick read on fleet status and vehicle inspection report compliance, saving hours of manual work each week tracking resources. Driver and vehicle identification. An assignment workflow at a field services company automatically identifies when a moving vehicle has an unknown driver and links trucks to staff, reconciling insurance risks and saving the dispatch team radio time. “We were spending more than six figures a year on reporting and data compilation — work that's now fully automated," said Derek Champagne, VP of Corporate Security, Asset Management & Housing at Grand Isle Shipyard. "Automation allowed us to reallocate both resources and talent toward higher-value initiatives. The real benefit isn't just efficiency; it's the ability to focus our people on solving bigger problems, driving innovation, and creating value that simply wasn't possible before.”
Within Agent Studio, teams can integrate a company’s policies and documents as a knowledge base, preview behaviors before deployment, and track outcomes through a performance dashboard. The result is a toolset that fits a specific operation rather than a generic workflow.
"Agent Studio gives us the ability to look at our own daily processes and build to fix the gaps," said Chris Hammock, Director of Transportation for Graceland Portable Buildings. "We can make small changes ourselves, which may save us hours, instead of entering the IT project queue. Further, agents will help take repetitive follow-up work off our team, speed up how we get status updates, and help us spend more time moving the business forward instead of chasing information."
Watch the demo of Samsara’s Agent Studio. Learn more about Samsara’s latest innovations in physical operations, including:
The new Tracking Label for supply chain visibility. The new AI camera capabilities for fleets and equipment operators. See the full set of announcements on the Samsara blog. Follow Beyond 2026 news and developments on Samsara's LinkedIn and X pages, or by using the #SamsaraBeyond hashtag.
About Samsara
Samsara (NYSE: IOT) is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world's most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world's leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company's mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.
Samsara is a registered trademark of Samsara Inc. All other brand names, product names, or trademarks belong to their respective holders.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260624557769/en/
Samsara Introduces the Tracking Label and Agentic Shipment Center to Close Supply Chain Visibility Gap Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today introduced the Samsara Tracking Label: a smart, single-use Bluetooth label that delivers near-real-time shipment visibility, powered by the Samsara Network. The Tracking Label can be managed within Samsara’s new Shipment Center and Shipment App, which seamlessly plug into an organization's existing infrastructure, regardless of shipping carrier.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260624599182/en/
Samsara Shipment Center
Cargo theft costs U.S. businesses roughly $35 billion annually — up 60% year over year — and the problem is compounded by a fundamental lack of visibility. Current solutions, such as RFID and cellular connectivity, struggle with cost and coverage problems that Bluetooth and the Samsara Network solve.
"Our customers have been using asset tags to track critical shipments, and that works, but it's not purpose-built for cargo. What they've been asking for is a label they can slap on a box and walk away. That's exactly what the Tracking Label is,” said David Gal, VP of Connected Equipment at Samsara. “Unlike traditional barcode scanning that simply says 'departed facility,' the Samsara Network tells you exactly where that shipment is, hundreds of miles down the road. With AI-powered exceptions in the Shipment Center, a shipping manager can instantly see which shipments need attention, get ahead of delays, weather events, and proactively resolve issues before they reach the customer."
The low-cost connectivity powering the Tracking Label
The Tracking Label is an adhesive-backed, flexible, paper-thin label with a 45-day battery life after activation, that contains no lithium or hazardous materials, making it cleared for air, ground, and rail shipments and suitable for disposal without special handling. The Bluetooth label is interoperable with the Samsara Network, which leverages millions of Samsara-connected devices, including trucks, trailers, buses, construction equipment, warehouse scanners, and phones across 99% of major U.S. roads and tens of thousands of worksites. The network continuously 'listens' for Tracking Labels, enabling a single label to be detected in near real time, without requiring carrier involvement.
“Our data shows that organizations rely heavily on GPS and cellular technologies—adopted by over half the market—to track non-powered assets, often absorbing higher hardware costs to guarantee visibility,” said Zoe Roth, Senior Research Analyst, 451 Research from S&P Global. “Meanwhile, lower-cost alternatives like RFID and BLE currently sit at around 39% adoption, historically constrained by fragmented infrastructure, according to our 451 Research Supply Chain Digital Transformation Survey 2026. Providing a persistent, wide-area network for Bluetooth assets could dramatically shift this landscape, enabling scale where infrastructure has previously been the bottleneck.”
Real-time supply chain visibility through the Samsara Shipment Center
Leveraging the new Shipment Center, supply chain teams can view mission-critical and high-value goods — from a single box to a shipment of pallets to a reel of copper wire — that have a Tracking Label on the dashboard and click into any shipment for deeper insight. Through the Shipment Center, operations teams can:
Deter cargo theft and speed up resolution. Near real-time Bluetooth location data makes it significantly harder for bad actors to divert or steal cargo undetected, and gives operations teams evidence to involve authorities quickly when something goes wrong. Get ahead of shipping delays and exceptions. Stay ahead of late or missed deliveries by posing the question in the Shipment Center, “Which packages are at risk of being late due to the storm in Texas?” By leveraging AI to surface shipments that need attention, ops teams can focus on exceptions such as late delivery rather than monitoring every shipment manually. Coverage extends to cross-border shipments. Freight has historically gone dark the moment it crosses a border. These capabilities enable operations teams to keep jobs running on schedule, recover lost shipments in near real time, and deliver a better overall customer experience. Improve customer experiences with quicker dispute resolution. Automated delivery notifications and geofence-based delivery notifications provide clear proof of arrival, helping prevent and resolve shipping disputes with full location transparency across the shipment's journey. Make better supply-chain decisions with AI. Through the Shipment Center, ops teams can surface insights into warehouse performance, carrier on-time performance, declined delivery analytics, and more. This information allows them to analyze performance and costs to identify efficiencies. 3PL provider DCL Logistics, one of Tracking Label’s early adopters, is now managing the fulfillment and carrier handoff of high-value cargo for some of the world’s leading brands across consumer electronics, CPG, enterprise hardware, and GPUs.
“In LTL and truckload shipping, you typically only hear about your shipment twice — when it’s picked up and when it’s delivered," said Dave Tu, President, DCL Logistics. “Samsara’s Tracking Label changes that. It gives us a level of visibility that just didn’t exist before, and when you’re moving high-value cargo, that’s a big deal. It’s like watching your Uber driver on the way to pick you up — you can see every move, every turn, right up until it pulls up to the door.”
Plug into any existing workflow with the new Samsara Shipment App
The new Samsara Shipment App allows teams to activate the Tracking Label with a single tap, no hardware or manual entry required. Scan any barcode — a Bill of Lading, carrier tracking number, or warehouse license plate number — and the app automatically links it to the existing shipment ID.
Through the App, high-volume operations can print and pre-populate labels in bulk. Teams can also connect directly to an existing TMS or ERP to write shipment data at print time. No rip-and-replace of existing systems required.
All of these capabilities combined enable operations teams to keep jobs running on schedule, recover lost shipments in near real-time, and deliver a better overall customer experience.
Learn more about Samsara’s latest innovations in physical operations, including:
The new AI camera capabilities for fleets and equipment operators. The new Agent Studio and agentic AI capabilities. The full set of Beyond 2026 announcements on the Samsara blog. Follow Beyond 2026 news and developments on Samsara's LinkedIn and X pages, or by using the #SamsaraBeyond hashtag.
About Samsara
Samsara (NYSE: IOT) is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world’s leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company’s mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.
Samsara is a registered trademark of Samsara Inc. All other brand names, product names, or trademarks belong to their respective holders.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260624599182/en/
Key Takeaways Humana targets insurance margins above 3% by 2028 through pricing and market exits.CenterWell revenues rose 19.7% year over year to $6.1 billion in Q1 2026 amid tech investments.Humana remains on track to serve 7.3 million Medicare Advantage members in 2026. Humana Inc. (HUM - Free Report) has spent the past two years dealing with higher medical costs as more seniors returned for treatments that were delayed during the pandemic. The pressure weighed heavily on Medicare Advantage margins and profitability. The company is now shifting its focus from membership growth to earnings improvement, with the goal of restoring insurance margins to above 3% by 2028.
We’re already seeing early signs of a turnaround. Humana’s first-quarter 2026 adjusted earnings were $10.31 per share, which topped the Zacks Consensus Estimate by 3.5% as medical cost trends began to moderate. Its vital insurance benefit ratio dropped to 89.4% under management’s 90% ceiling. Despite a turbulent industry landscape, HUM remains on track to achieve approximately 25% growth in individual Medicare Advantage membership this year, showing the resilience of its core business.
The company is pursuing disciplined pricing, exiting less profitable markets, and implementing streamlining initiatives, including the sale of its remaining stake in Gentiva, to free up cash. However, HUM’s real competitive advantage lies in its ability to integrate technology with patient care. A prime example is CenterWell, whose revenues increased 19.7% year over year to $6.1 billion in the first quarter of 2026. By investing in digital tools and automation, Humana is cutting out messy administrative overhead while keeping patient care highly efficient.
Headwinds like Medicare funding pressures aren't vanishing overnight. Humana's early progress suggests its turnaround strategy is genuinely gaining traction. With a sharper focus on profitability, operational efficiency, and integrated care, it finally looks well positioned to navigate the challenges ahead.
How Are Humana's Peers Positioned?Humana is not the only health insurer facing elevated medical costs. Peers like UnitedHealth Group Incorporated (UNH - Free Report) and Elevance Health, Inc. (ELV - Free Report) have also faced pressure from higher healthcare utilization in recent years.
UnitedHealth has been affected by rising Medicare Advantage costs, but its diversified business model provides some protection. UNH's Optum segment, which spans healthcare services, pharmacy benefits and technology solutions, helps offset pressure on its insurance operations and supports earnings stability.
Elevance Health has likewise reported elevated medical costs as members continue to seek healthcare services at higher rates. While insurance remains its core business, Elevance benefits from a diversified mix of commercial, Medicaid and Medicare plans, which helps reduce dependence on any single market.
HUM’s Price Performance, Valuation and EstimatesShares of HUM have gained 40.2% year to date, outperforming the broader industry’s 22.2% increase.
Image Source: Zacks Investment Research
From a valuation standpoint, HUM trades at a forward price-to-earnings ratio of 30.26X, up from the industry average of 17.69X. Humana carries a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for HUM’s 2026 earnings implies a 47.4% deterioration year over year, followed by a 66.1% improvement next year.
Image Source: Zacks Investment Research
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways Enterprise relies on fee-based, long-term contracts to support stable and predictable cash flows.Nearly 90% of Enterprise's long-term contracts include escalation provisions to protect cash flows.EPD's $3.3B liquidity and 3.2x leverage ratio help it fund growth projects and unitholder returns. Enterprise Products Partners LP (EPD - Free Report) is a leading player in North America’s midstream energy space, with an extensive asset network for the transportation and storage of crude oil, natural gas, natural gas liquids (NGLs), petrochemicals and refined products. The partnership generates mostly fee-based revenues under long-term contracts with its customers, which ensures stable and predictable cash flows across business cycles, limiting exposure to commodity price volatility.
EPD’s highly contracted business model also makes its earnings less vulnerable to fluctuations in commodity prices. As a provider of critical energy infrastructure, the partnership benefits from relatively inelastic demand for its services. In addition, EPD has highlighted that almost 90% of its long-term contracts include an escalation provision that protects its cash flows and distributions in inflationary business environments.The partnership’s financial position is anchored by its stable cash flows and a strong balance sheet.
Enterprise Products has a strong balance sheet, with nearly $3.3 billion in consolidated liquidity, comprising liquidity available under its credit facilities and unrestricted cash on hand. Its leverage ratio was 3.2x as of March 31, 2026, which lies within its target range of 2.75x-3.25x. The strong balance sheet allows EPD to maintain its resilience across various business cycles and withstand downturns better. The combination of predictable earnings, stable cash flows and balance sheet strength enables EPD to navigate business cycles with ease while continuing to fund growth projects and return capital to unitholders.
KMI and WMB Generate Stable Cash FlowsKinder Morgan Inc. (KMI - Free Report) is a leading midstream energy company that operates the largest natural gas pipeline system in the United States. The company owns and operates nearly 78,000 miles of pipelines, 136 terminals and more than 700 billion cubic feet (Bcf) of working natural gas storage capacity.
The Williams Companies, Inc. (WMB - Free Report) is another leading player in the midstream energy sector that operates a widespread pipeline system of more than 33,000 miles, including the Transco and Northwest Pipeline systems. These pipeline systems are among the largest natural gas transportation networks in the United States.
Both companies have a highly contracted business model, resulting in stable cash flows.
EPD’s Price Performance, Valuation & EstimatesEnterprise Products units have jumped 19.3% over the past year compared with the 13.1% improvement of the composite stocks belonging to the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, EPD trades at a trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 11.35X. This is below the broader industry average of 11.74X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for EPD’s 2026 earnings has remained unchanged over the past seven days.
Image Source: Zacks Investment Research
EPD currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Additions include PebbleShield Densifier and Color Enhancer, TileTrim and Slurry Saver, all created to maximize efficiency and results for pool professionals
, /PRNewswire/ -- Pool applicators and builders are under constant pressure to deliver high-quality finishes that facilitate ease of application, increase durability and reduce waste. Pebble Technology International (PebbleTec), Oldcastle APG's brand of world-renowned pool finishes, tiles and accessory features, is answering that demand with three new products: PebbleShield, TileTrim and Slurry Saver. Each was designed with PebbleTec partners and homeowners in mind, arming pool professionals with better pool installation tools to deliver higher-quality results.
PebbleShield Densifier and Color Enhancer
PebbleShield is a new additive that densifies and strengthens the cement matrix. Specifically formulated for all PebbleTec aggregate finish lines, it provides a new finish quality, enhanced durability and richer color. Added directly to the mix, PebbleShield virtually eliminates plaster dust for cleaner, faster project turnover. It also improves workability and pumpability, enhances pigment retention and strengthens the finished surface.
PebbleTec TileTrim
TileTrim is a professional trim system that creates a clean, uniform edge where tile meets concrete or deck surfaces. What sets it apart is its origin. TileTrim was developed by a PebbleTec-certified applicator who identified a gap in available finishing solutions and brought it to market through PebbleTec. The result is a product built from real field experience, one that installs faster and more consistently than traditional caulking methods and works for both new construction and remodels. TileTrim is currently available in White, Gray, Tan and Black, with 111 linear feet per box and is installed with multi-use silicone adhesive.
With TileTrim, PebbleTec finishes pair even better with additional Oldcastle APG portfolio products, including the newBelgard Delmaro Pool Coping. Delmaro Coping is ideal for freeform and curved pool layouts, built in modular increments to reduce extensive cutting. The neat edge formed by TileTrim complements the sleek, contemporary look of Delmaro Coping, enhancing the overall pool design.
Slurry Saver
Slurry Saver is making pool surface applications easier, cleaner and more efficient for contractors and applicators. Slurry Saver's innovative formula is designed to enhance both the process and result of installing PebbleTec pool finishes and helps applicators use 20-30% less cement per patch. Crews can mix larger, more efficient batches, resulting in less mixing time and lower overall material use per job. More coverage per mix and a true net savings in time and materials enhances efficiency without sacrificing quality. The result is a smoother finish and richer color.
"At PebbleTec, it's a priority to look at how trends are shifting, listen to customer feedback and bring solutions to the market that address their needs," says Bryan Sanders, Vice President of Sales, PebbleTec. "These three products reflect that commitment, offering pool professionals the tools to work more efficiently while delivering pools that become the centerpiece of the homeowner's backyard."
For more information about PebbleTec's Tile Trim, PebbleShield and Slurry Saver, contact your localPebbleTec representative.
About PebbleTec
Pebble Technology International, or PebbleTec®, is the provider of the world's most trusted pool finishes, pool and spa tiles, artisan fire and water features, and more. PebbleTec is the category leader in unique, proprietary aggregate swimming pool finishes characterized by high quality, performance, innovation and aesthetics. With a history dating back to the 1980s, PebbleTec is headquartered in Scottsdale, Arizona and operates out of five locations across the U.S. For more information, visit www.pebbletec.com.
About Oldcastle® APG
Oldcastle® APG, a CRH Company, is North America's leading provider of innovative outdoor living solutions that enable customers to Live Well Outside. The manufacturer's portfolio of premier building products inspires endless possibilities while providing enduring outdoor spaces where people can connect, reflect and recharge. Award winning brands include Belgard® hardscapes, Echelon® Masonry, RDI® railing, Catalyst™ Fence Solutions, Sakrete® packaged concrete, Amerimix® mortar, Pebble Technology International® pool finishes, and Techniseal® sands and sealant technologies. For more information, visitoldcastleapg.com.
About CRH
CRH plc (NYSE: CRH) is the leading provider of building materials solutions that build, connect and improve our world. Employing 80,000 people at over 3,800 operating locations in 28 countries, CRH has market leadership positions in North America and Europe. As the essential partner for transportation and critical infrastructure projects, complex non-residential construction and outdoor living solutions, CRH's unique offering of materials, products and value-added services helps to deliver a more resilient and sustainable built environment. The company is ranked among sector leaders by Environmental, Social and Governance (ESG) rating agencies. A Fortune Global 500 company, CRH's shares are listed on the NYSE and LSE.
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New York, New York--(Newsfile Corp. - June 24, 2026) - Dr. Christina Rahm, founder and CEO of DRC Ventures, was honored with a Gold Stevie® Award at the 2026 American Business Awards® ceremony in New York City for her groundbreaking work in developing the patent-driven manufacturing infrastructure supporting a portfolio of wellness products.
The award recognizes Dr. Rahm's leadership in transforming patented scientific innovations into scalable consumer products through advanced manufacturing systems and intellectual property protection. Accepted on behalf of the scientists, innovators, manufacturers and global teams supporting these efforts, the recognition highlights years of collaboration dedicated to delivering evidence-based wellness solutions worldwide.
Under Dr. Rahm's leadership, DRC Ventures has expanded into a global portfolio of companies focused on biotechnology, health innovation, environmental sustainability, consumer wellness and scientific research. Through DRC Ventures, Dr. Rahm oversees more than 20 companies dedicated to advancing solutions that improve human health and environmental outcomes through science-driven innovation.
The award specifically highlights the manufacturing infrastructure developed to support a growing portfolio of wellness products. Through Strata Biotech Labs, Dr. Rahm established a vertically integrated manufacturing model designed to protect intellectual property, preserve scientific formulations, enforce rigorous quality standards and support large-scale production without compromising scientific intent. This system has enabled the successful launch of more than 20 products built upon patented innovations.
"Receiving a Gold Stevie® Award is a tremendous honor and reflects years of scientific innovation, collaboration and commitment to creating solutions that improve lives while supporting a healthier future," said Dr. Rahm. "It's inspiring to be in a room filled with so much talent, vision and purpose. This recognition belongs to the incredible teams and partners who share our mission of advancing science in ways that serve humanity, and I offer my sincere congratulations to all the remarkable individuals and organizations honored this year."
The American Business Awards® are among the nation's premier business honors programs, recognizing organizations and executives for achievement in innovation, leadership and operational excellence. Independent judging panels select winners from thousands of nominations submitted across the United States.
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About Dr. Christina Rahm
Dr. Christina Rahm is a scientist, inventor and entrepreneur advancing the intersection of biotechnology, health and sustainability. As the founder and CEO of DRC Ventures, she leads over 20 companies that develop science-based, sustainable consumer solutions. She is also the co-founder of The ROOT Brands and founder of Xoted Biotechnology Labs, a multimillion-dollar research center specializing in plant-based detoxification and regenerative science.
Dr. Rahm holds seven approved patents, with 40+ patents pending, and has developed more than 170 proprietary processes and formulas for wellness innovation.
About DRC Ventures
Founded in 2023 by Dr. Christina Rahm, DRC (Deep Rooted Causes) Ventures creates sustainable solutions that challenge the status quo both scientifically and artistically, supporting the health of individuals, animals and the earth, with environmental attention also paid to land, air and water conservation.
Through its commitment to innovation, transparency and sustainability, the organization's vision is to be a leader in the scientific and consumer goods industries, driving positive change and making a difference in the lives of people around the world.
A global catalyst for conservation efforts, DRC Ventures comprises partnerships with multiple companies and brands across sectors ranging from wellness, nutraceuticals, beauty and fashion to research and philanthropy - each with distinct offerings but a shared mission. Together, the entities within the DRC network form a powerful whole, each seamlessly integrated with the others to address the deeply rooted causes shaping our world today.
Contact Information:
R Public Relations [email protected]
518-321-3906
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301961
Source: DRC Ventures
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, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to AeroVironment, Inc. ("AeroVironment" or the "Company") (NASDAQ: AVAV) have opportunity to lead the securities fraud class action lawsuit.
IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN AEROVIRONMENT, INC. (AVAV), CLICK HERE BEFORE JULY 27, 2026 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.
What Is The Lawsuit About?
The complaint filed alleges that, between June 25, 2025 and March 10, 2026, Defendants failed to disclose to investors that: (1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force's ongoing efforts to modernize the SCN; (2) accordingly, Defendants overstated AeroVironment's business and financial prospects; and (3) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
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