T. Rowe Price (TROW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Atlantic Union Bankshares delivered a strong Q2, with 6% sequential revenue growth and robust net interest margins at 3.89%. Loan and deposit growth remained steady, with loans at $28.67 billion and deposits at $30.47 billion, reflecting consistent balance sheet expansion. Credit quality stayed solid, with net charge-offs at just 0.03% of loans and allowance for credit losses steady at 1.15%.
DPZ's growth rests on aggregators, carryout, loyalty, technology and scale, though weak sales and estimate pressure cloud the near-term outlook.
Synchrony Financial (SYF) Q2 2026 Earnings Call Transcript
Atlantic Union Bankshares Corporation (AUB) Q2 2026 Earnings Call Transcript
KeyCorp (KEY) Q2 2026 Earnings Call Transcript
Halliburton Company (HAL) Q2 2026 Earnings Call Transcript
On Tuesday, Google DeepMind released Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber. Gemini 3.6 Flash is Google's “workhorse model” that promises improved capabilities in coding, knowledge work, and multimodal performance while reducing token usage by up to 17%, making it cheaper than its predecessor 3.5 Flash.
Mining stocks head into Q2 earnings with stronger commodity prices lifting results, as four miners, FCX, TECK, DPMLF and TFPM, show signs of potential earnings beats.
IREN's expanding AI cloud contracts, secured power and rapid buildout strengthen its growth case, but funding and execution risks support holding the stock.
Church & Dwight (CHD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
eToro Group Ltd. (ETOR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Hilton Worldwide (HLT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Amentum (AMTM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Ingersoll (IR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Jazz (JAZZ) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Illinois Tool Works (ITW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Lear (LEA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Ingram Micro (INGM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Lumentum (LITE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Labcorp (LH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Logitech (LOGI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Lundin (LUNMF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Liquidity Services (LQDT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
3M NYSE: MMM delivered a beat-and-raise quarter before the market opened on July 21. The initial reaction from investors is bullish, with the stock surging 9% after trading began.
Delek US Holdings has shifted from a deep value/SOTP play to a pure bet on refining and crack spreads after regulatory relief and asset sales. That's not necessarily a bad trade: refiners have short- and long-term tailwinds, and there's still more potential help for Delek from Small Refiner Exemptions. But a bet on the refining cycle seems better made through other methods, whether through larger and high-quality rivals or an ETF.
PennantPark Investment Corporation trades at a 50% discount to NAV, reflecting market skepticism about asset quality and NAV sustainability. I assign PNNT a cautious Buy rating, as the current discount offers a margin of safety despite concerns over credit quality and potential NAV erosion. PNNT's portfolio is diversified across 162 companies, with a 10.9% yield and only 1.3% of assets on non-accrual at fair value.
Live Nation Entertainment Inc (NYSE:LYV) is expected to report continued growth in its upcoming earnings, with UBS analysts forecasting double-digit revenue and adjusted operating income (AOI) growth for the full year as demand for live events remains resilient. UBS expects Live Nation to benefit from strong global attendance trends, with fan growth across major venues supporting more than 12% growth in total revenue and AOI in 2026.
Fastenal's growth and execution support its premium valuation, but margin pressure and a rich multiple leave investors with less room for error.
DPZ's valuation reset is tempting, but weak ticket trends, margin pressure, softer cash flow and falling estimates keep near-term risks elevated.