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ServiceNow's AI annual contract value surpassed $1 billion in Q2 2026 with net new AI ACV growing over 40% sequentially, driven by rapid agentic AI adoption and new AI-native pricing models. However, the company faces intensifying competition from Microsoft and Salesforce, which are aggressively expanding their own AI agent offerings and monetization strategies.
Read original at zacks-investment-researchKohl's shares gained 15.6% over three months following a strong Q2 earnings beat with adjusted EPS of $1.28 versus consensus of $0.55. The company showed improved merchandising, expanded gross margins, and strengthened liquidity. However, comparable sales remain negative and full-year guidance calls for flat to down 1.5% sales, leaving the top-line recovery unproven. The stock trades above its five-year valuation median, raising questions about sustainability.
Read original at zacks-investment-researchBlock and Sezzle both combine payments with consumer finance but differ significantly in scale and focus. Block operates larger ecosystems (Square, Cash App, Afterpay) with broader reach but slower user growth (3% for Cash App), while Sezzle shows faster momentum with 76.4% subscriber growth and 51.7% revenue growth. Block trades at 17.57X forward P/E versus Sezzle at 20.02X. Analysts favor Sezzle (Zacks Rank #2 Buy) for its stronger current growth and execution catalysts, while Block (Rank #3 Hold) requires proof that ecosystem integration can accelerate customer growth.
Read original at zacks-investment-researchKohl's (KSS) trades at a discount to market benchmarks with improved earnings guidance raised to $1.80-$2.40 per share and strengthened liquidity ($821M cash). However, negative comparable sales trends and recent downward earnings estimate revisions temper the recovery outlook. The stock carries a Zacks Rank #1 with a Value Score of A but Momentum Score of C, suggesting measured optimism rather than confirmed recovery.
Read original at zacks-investment-researchKohl's reported adjusted Q2 EPS of $1.28, up 128.6% year-over-year, beating expectations despite a 0.9% revenue decline. The company raised full-year adjusted EPS guidance to $1.80-$2.40 and improved its sales outlook. However, margin expansion was significantly aided by $100M in tariff refunds, and the company faces execution challenges in the critical holiday season ahead.
Read original at zacks-investment-researchSummit Therapeutics' partner Akeso announced positive phase III HARMONi-GI1 study results showing ivonescimab plus chemotherapy achieved superior overall survival compared to AstraZeneca's Imfinzi plus chemotherapy in advanced biliary tract cancer patients. The drug also met key secondary endpoints for progression-free survival and objective response rate. These results strengthen ivonescimab's development case beyond its initial NSCLC focus into colorectal and genitourinary cancers.
Read original at zacks-investment-researchLululemon has demonstrated a strong track record of beating earnings estimates, with an average surprise of 3.22% over the last two quarters. The company has a positive Earnings ESP of +0.70% combined with a Zacks Rank #3 (Hold), suggesting a high probability of another earnings beat in its September 3, 2026 report. Stocks with this combination historically beat consensus estimates nearly 70% of the time.
Read original at zacks-investment-researchBest Buy (BBY) delivered better-than-expected second-quarter fiscal 2027 results with adjusted earnings jumping 70.1% to $1.48 per share and revenues rising 3.6% to $9.78 billion. Domestic comparable sales grew 4.5%, driven by computing, mobile phones, and services. The company raised its full-year fiscal 2027 guidance for revenues, comparable sales, earnings, and adjusted operating margins, citing strong first-half performance and positive momentum.
Read original at zacks-investment-researchHormel Foods reported Q3 adjusted EPS of 37 cents, beating consensus estimates, but net sales fell 2.4% to $2.96B, missing expectations. The company expanded operating margins by 60 basis points despite volume declines across segments. Hormel lowered fiscal 2026 sales guidance to $12.1-$12.2B but raised EPS guidance to $1.45-$1.51, reflecting a Brazil divestiture and challenging external environment.
Read original at zacks-investment-researchBath & Body Works (BBWI) exceeded Q2 earnings and sales expectations with adjusted EPS of 62 cents (vs. 24 cents consensus) and net sales of $1,514 million. The company returned to direct sales growth for the first time since 2021, benefiting from improved digital conversion and expanded distribution. BBWI raised its FY'26 adjusted EPS guidance to $2.60-$2.80 and free cash flow to $650 million, driving shares up 7.5%.
Read original at zacks-investment-researchMKS Instruments (MKSI) has received positive analyst attention with earnings estimates revised significantly higher. The company, which makes analysis and processing equipment for semiconductor manufacturers, earned a Zacks Rank #2 (Buy) rating based on strong consensus estimate improvements for both the current quarter and full year. The stock has gained 5.5% over the past four weeks as investors respond to the improving earnings outlook.
Read original at zacks-investment-researchDave Inc. is pursuing larger ExtraCash advances and removing fee caps to boost revenue per user. Q2 2026 saw originations climb 27% to $2.3 billion with average advance size reaching $215. The company raised 2026 revenue guidance to $725-$735 million. Credit performance remains strong with the 28-day past-due rate improving to 2.12%, supported by the CashAI V6 algorithm showing higher advances and lower losses.
Read original at zacks-investment-researchCameco Corporation reported a 5% decline in H1 2026 uranium production to 10.1 million pounds, with mixed performance across operations. McArthur River/Key Lake production rose 14% to 5.8 million pounds, but Cigar Lake output fell to 4.3 million pounds due to maintenance outages and operational challenges. Despite disruptions including flooding in Saskatchewan and equipment issues, Cameco maintained its 2026 production guidance at 19.5-21.5 million pounds. Energy Fuels made solid progress with 1.7 million pounds of finished uranium in H1, tracking toward its 2026 target of 1.5-2.5 million pounds.
Read original at zacks-investment-researchUltra Clean Holdings (UCTT), a chipmaking equipment services company, has received a Zacks Rank #1 (Strong Buy) rating due to significantly improving earnings estimates. Consensus estimates for the current quarter and full year have moved considerably higher, with quarterly earnings expected to increase 225% year-over-year and full-year earnings up 189.5%. The stock has gained 5.1% over the past four weeks as investors respond to the positive estimate revisions.
Read original at zacks-investment-researchQuaker Chemical (KWR) has received a Zacks Rank #1 (Strong Buy) rating due to upward earnings estimate revisions from analysts. The company's consensus estimates have increased significantly, with current-quarter earnings expected at $2.16 per share (+3.9% YoY) and full-year earnings at $7.85 per share (+11.8% YoY). The stock has gained 10.7% over the past four weeks, reflecting investor confidence in its earnings growth prospects.
Read original at zacks-investment-researchGE Aerospace reported Q2 2026 operating profit of $2.75B, up 18% year-over-year, but operating margins declined 130 basis points to 21.7% due to growth investments and cost inflation. The company raised its 2026 operating profit guidance to $10.55-$10.75B, implying 17% growth at midpoint, driven by strong commercial and defense aerospace demand and higher LEAP engine deliveries.
Read original at zacks-investment-researchCognex Corporation (CGNX) has received a Zacks Rank #2 (Buy) rating due to significant upward revisions in earnings estimates. The company's consensus estimates increased 41.61% over the last 30 days for the current quarter and 13.41% for the full year, with analysts expecting $0.50 per share for the current quarter and $1.65 for the full year. The stock has gained 6.8% over the past four weeks, with potential for further upside.
Read original at zacks-investment-researchWebull Corporation (BULL) has received upward earnings estimate revisions from analysts, with consensus estimates increasing 100% over the past 30 days for the current quarter and 125% for the full year. The company earned a Zacks Rank #2 (Buy) rating based on these positive estimate revisions, suggesting potential for further stock appreciation beyond its recent 25.3% gain over four weeks.
Read original at zacks-investment-researchCaterpillar (CAT) has received a Zacks Rank #1 (Strong Buy) rating due to solid upward earnings estimate revisions from analysts. The company's current quarter earnings are expected to grow 40% year-over-year to $6.93 per share, while full-year earnings are projected at $27.14 per share, representing 42.4% growth. Over the past month, 13 estimates moved higher with no negative revisions, and the stock has gained 5% in four weeks.
Read original at zacks-investment-researchAmerican Eagle Outfitters (AEO) is experiencing strong customer engagement through its marketing initiatives, including the launch of an AE creator community and TikTok Shop. Aerie's new influencer program exceeded expectations with improved customer acquisition and retention. The company is strategically focusing on creator-led and social commerce initiatives to convert engagement into business performance.
Read original at zacks-investment-researchXanadu Quantum Technologies and Mitsubishi Chemical have announced the second phase of their collaboration to advance quantum computing applications in semiconductor fabrication, specifically for extreme ultraviolet (EUV) lithography. The partnership, supported by Canada's National Research Council Industrial Research Assistance Program (NRC IRAP) and Japan's Strategic Innovation Promotion Program (SIP), aims to develop a fault-tolerant quantum computing-ready software pipeline to identify materials that prevent radiation-induced blurring in chip manufacturing.
Read original at globenewswire-incKen Burns and PBS LearningMedia announced the launch of 'Ken Burns in the Classroom' on YouTube, bringing free, curriculum-aligned educational content to teachers and students. The initiative begins with three courses focused on The American Revolution, featuring professionally edited film segments and interactive materials. Additional courses from Burns's extensive filmography will follow in coming weeks.
Read original at globenewswire-incBMO Capital analyst Keith Bachman maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Outperform and raises the price target from $186.25 to $235.
Read original at benzingaBMO Capital analyst Keith Bachman maintains Salesforce (NYSE:CRM) with a Outperform and raises the price target from $230 to $260.
Read original at benzingaNvidia's early look at 2028 guidance surprises analysts and has them looking to even more upside in the stock.
Read original at benzingaJP Morgan analyst Harlan Sur maintains NVIDIA (NASDAQ:NVDA) with a Overweight and raises the price target from $280 to $320.
Read original at benzingaMint Incorporation Limited (("Mint" or the "Company", NASDAQ:MIMI), a Hong Kong-based company with a new strategic focus on artificial intelligence (AI) and robotics, and an established business interior
Read original at benzingaBMO Capital analyst Ameet Thakkar upgrades First Solar (NASDAQ:FSLR) from Market Perform to Outperform and raises the price target from $237 to $263.
Read original at benzingaHyperliquid Strategies stock surges 20% after doubling its HYPE treasury to 29.3M tokens while maintaining zero debt.
Read original at benzingaBMO Capital analyst Juan Sanabria upgrades Extra Space Storage (NYSE:EXR) from Market Perform to Outperform and raises the price target from $160 to $170.
Read original at benzinga