Wall Street’s impressive bull run of the last three years has received yet another breakthrough this year. The consumer staples sector, which has not participated in this astonishing growth of U.S. stock markets so far, has gathered momentum. Year to date, the Consumer Staples Select Sector SPDR (XLP), one out of the 11 broad sectors of the S&P 500 Index, has advanced 8.7%. At this stage, we recom...
Wall Street’s impressive bull run of the last three years has received yet another breakthrough this year. The consumer staples sector, which has not participated in this astonishing growth of U.S. stock markets so far, has gathered momentum. Year to date, the Consumer Staples Select Sector SPDR (XLP), one out of the 11 broad sectors of the S&P 500 Index, has advanced 8.7%. At this stage, we recommend buying five consumer staples bigwigs with a favorable Zacks Rank. These are: The Estée Lauder Companies Inc. EL, The New York Times Co. NYT, Archer-Daniels-Midland Co. ADM, Tyson Foods Inc. TSN and Fomento Económico Mexicano, S.A.B. de C.V. FMX. Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. The chart below shows the price performance of our five picks year to date. Image Source: Zacks Investment Research The Estée Lauder Companies Inc. Zacks Rank #1 Estée Lauder continues to gain traction as its Profit Recovery and Growth Plan supports margin recovery, operational efficiencies and stronger sales visibility. The Beauty Reimagined strategy, digital expansion and portfolio investments are helping EL improve innovation, consumer reach and online engagement, while emerging markets and improving trends in Mainland China provide long-term growth support. Online sales growth, stronger social commerce momentum and broader distribution across Sephora, Amazon Premium Beauty and TikTok Shop continue to strengthen the company’s omnichannel position, positioning EL for a more sustainable long-term recovery and growth trajectory. The Estée Lauder Companies has an expected revenue and earnings growth rate of 3.6% and 32.5%, respectively, for the next year (ending June 2027). The Zacks Consensus Estimate for next year’s earnings has improved 0.9% over the last seven days. The New York Times Co. Zacks Rank #2 New York Times is capitalizing on its multi-platform strategy to drive dig...
(RTTNews) - After opening on a weak note, the UK market recovered lost ground and moved slightly above the flat line on Wednesday with some frontline stocks, including a few from the mining sector, climbing higher on fairly strong buying support. A steeper than expected drop in inflation aided sentiment, even as uncertainty about a U.S.-Iran peace deal rendered the mood a bit cautious. The benchma...
(RTTNews) - After opening on a weak note, the UK market recovered lost ground and moved slightly above the flat line on Wednesday with some frontline stocks, including a few from the mining sector, climbing higher on fairly strong buying support. A steeper than expected drop in inflation aided sentiment, even as uncertainty about a U.S.-Iran peace deal rendered the mood a bit cautious. The benchmark FTSE 100, which dropped to 10,274.67 in early trades, was up 16.65 points or 0.16% at 10,347.20 a little while ago. Miners Fresnillo, Antofagasta and Anglo American Plc gained 2.5%, 2.2% and 2.1%, respectively. Marks & Spencer climbed 3.7% after reporting a rebound in second-half profits. Babcock International moved up 2.7% and Polar Capital Technology Trust advanced 2.3%. IG Group Holdings, Rolls-Royce Holdings, Weir Group and Bunzl gained 1.3%-2%. Severn Trent moved up nearly 2%. The water utility upgraded its adjusted earnings forecast for 2026 after reporting robust financial results for the second half of the year. IAG, Scottish Mortgage, Standard Chartered, M&G, BAE Systems, United Utilities, Segro and Melrose Industries also posted notable gains. Experian shed nearly 5%. The credit and data analytics firm slid despite reporting record annual results and announcing a fresh $1 billion share buyback program. Relx, AutoTrader Group and Reckitt Benckiser lost 2.7%, 2.6% and 2.2%, respectively. The Sage Group, Burberry Group, Tesco and LSEG also shed notable ground. U.K. consumer price inflation slowed to 2.8% in April from 3.3% in March, reflecting the fall in energy bills and reduced costs for package holidays, according to data from the Office for National Statistics. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
C.H. Robinson is likely to rebound as it undergoes a broad business transformation, according to Jefferies. The investment firm upgraded the transport name to buy from hold. It also hiked its price target on shares to $200 from $195, suggesting 16% upside from Tuesday's close. "We came away … with higher conviction in CHRW's technology and productivity transformation," analyst Stephanie Moore said...
C.H. Robinson is likely to rebound as it undergoes a broad business transformation, according to Jefferies. The investment firm upgraded the transport name to buy from hold. It also hiked its price target on shares to $200 from $195, suggesting 16% upside from Tuesday's close. "We came away … with higher conviction in CHRW's technology and productivity transformation," analyst Stephanie Moore said Wednesday in a note to clients. "The company's investment-grade balance sheet and strong [free cash flow] generation give it the financial flexibility to pursue M & A opportunistically while continuing to invest in technology and return capital to shareholders." C.H. Robinson has declined nearly 9% over the past three months, largely due to higher truckload spot rates that have pressured margins. That has led the stock to underperform its transport peers over the past several months, "creating what we see as an attractive entry point and a valuation setup that is hard to ignore," Moore wrote. CHRW 3M mountain Shares have shed about 9% over the past three months. The analyst noted the company is undergoing a technological and productivity transformation, which includes an overhaul of its enterprise architecture. That revamped structural blueprint can already support 10-times volume growth without requiring much additional headcount or other investments into other kinds of support — which should give C.H. Robinson Worldwide an edge against its competitors, according to Jefferies. "What makes this more than a cost-cutting story is the scalability of the underlying platform," Moore wrote. "We see this as a genuine earnings power inflection and one that a cyclical freight market recovery into 2027 and beyond will only supercharge." And while shares may be temporarily weighed down by an unfavorable Supreme Court decision that came out earlier this month, that doesn't change the fact that it is bound to bounce. Jefferies' call falls in line with consensus on the Street. Of the 25...
Target (TGT) came out with quarterly earnings of $1.71 per share, beating the Zacks Consensus Estimate of $1.41 per share. This compares to earnings of $1.3 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +21.44%. A quarter ago, it was expected that this retailer would post earnings of $2.17 per share when it actual...
Target (TGT) came out with quarterly earnings of $1.71 per share, beating the Zacks Consensus Estimate of $1.41 per share. This compares to earnings of $1.3 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +21.44%. A quarter ago, it was expected that this retailer would post earnings of $2.17 per share when it actually produced earnings of $2.44, delivering a surprise of +12.44%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Target, which belongs to the Zacks Retail - Discount Stores industry, posted revenues of $25.44 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 4.06%. This compares to year-ago revenues of $23.85 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Target shares have added about 30.2% since the beginning of the year versus the S&P 500's gain of 7.4%. What's Next for Target? While Target has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release...
Hasbro (HAS) came out with quarterly earnings of $1.47 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +31.25%. A quarter ago, it was expected that this toy maker would post earnings of $0.99 per share when it actu...
Hasbro (HAS) came out with quarterly earnings of $1.47 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +31.25%. A quarter ago, it was expected that this toy maker would post earnings of $0.99 per share when it actually produced earnings of $1.51, delivering a surprise of +52.53%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Hasbro, which belongs to the Zacks Toys - Games - Hobbies industry, posted revenues of $1 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.08%. This compares to year-ago revenues of $887.1 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Hasbro shares have added about 18.5% since the beginning of the year versus the S&P 500's gain of 7.4%. What's Next for Hasbro? While Hasbro has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, th...
tum3123/iStock via Getty Images By Patrick O'Connell, CFA | Sammy Suzuki, CFA | Christian DiClementi | Teresa Keane The energy transition is powering EM, but not all countries and companies will benefit equally. Emerging markets (EM) are using low-cost renewables to cut fuel imports, stabilize power costs and improve energy security—positioning EM as the growth engine of the energy transition. Cou...
tum3123/iStock via Getty Images By Patrick O'Connell, CFA | Sammy Suzuki, CFA | Christian DiClementi | Teresa Keane The energy transition is powering EM, but not all countries and companies will benefit equally. Emerging markets (EM) are using low-cost renewables to cut fuel imports, stabilize power costs and improve energy security—positioning EM as the growth engine of the energy transition. Countries and companies that leverage their dominance in critical minerals and green technology could pull ahead, creating dispersion in potential outcomes for investors. After more than a decade of stagnation, demand for electricity is surging globally on the strength of artificial intelligence and its associated infrastructure buildout . Across many regions, per capita electricity consumption is expected to reach record highs by 2030. And with their population growth rates exceeding those of the developed world, emerging economies are a primary source of increased electricity demand. Energy production is also evolving, with renewables making up a growing share of global capacity. Across the developing world, renewable energy is expected to comprise the majority of power capacity additions in the coming decades, with solar and wind leading the way. In our view, this isn’t a fleeting trend; it’s a structural change driven by population growth, urbanization and expanding electrification needs. For EM, Renewables Enable Economic Growth and Energy Security Thanks to supportive grids and regulatory policies, deployment of renewables is expanding in EM. Moreover, renewable power is cheaper to build and operate in most major EM than in developed markets, supporting cost competitiveness and industrial strength ( Display ) Lower Costs Are Driving Renewable Expansion in Emerging Markets Current analysis does not guarantee future results. Left display as of February 28, 2026; right display as of September 30, 2025, using 1,000,000 kWh annual consumption (Source: Bloomberg, GlobalPetrolP...
Key Points D-Wave Quantum grew revenue by 179% last year and just hit a quarterly bookings record. However, it still isn't making much money, especially compared to rival IonQ. 10 stocks we like better than D-Wave Quantum › Quantum computing stocks have soared in recent years, and D-Wave Quantum (NYSE: QBTS) is one of the most successful. While volatile, the company's share price is up 3,310% over...
Key Points D-Wave Quantum grew revenue by 179% last year and just hit a quarterly bookings record. However, it still isn't making much money, especially compared to rival IonQ. 10 stocks we like better than D-Wave Quantum › Quantum computing stocks have soared in recent years, and D-Wave Quantum (NYSE: QBTS) is one of the most successful. While volatile, the company's share price is up 3,310% over the last three years (as of May 18). Early D-Wave investors are sitting on incredible returns, but with a $7 billion market cap and just $24.6 million in revenue last year, this company now trades at an extremely high valuation. Is there still a case for investing, or is it too late? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The bull case: Record growth and a high-profile acquisition D-Wave may still have light sales numbers given its market cap, but to its credit, those numbers have been growing. Its $24.6 million in revenue for fiscal 2025 was a 179% year-over-year increase. Revenue for the first quarter of 2026 was down 81% year over year to $2.9 million. That might seem worrisome, but quantum computing companies tend to have lumpy sales, so you can't learn too much from a single quarter. More important than the top line was D-Wave's bookings for the quarter, which hit a record of $33.4 million. Those bookings, which is how D-Wave refers to future customer orders, exceeded the company's total bookings in fiscal 2024 and 2025 combined. D-Wave management also landed a few significant deals in the first quarter. It acquired Quantum Circuits Inc. for $550 million in a merger that makes D-Wave the only dual-platform quantum company -- one that has annealing and gate-model quantum computers. In addition, D-Wave and two defense companies, Davidson Technologies and Anduril, announced a collaboration. Th...
Check out the companies making the biggest moves premarket: Lowe's — Shares slipped almost 2% after despite the company slightly beating estimates for earnings and revenue in its first-quarter financial report. While the company reaffirmed its full-year guidance, it acknowledged a challenging macro housing market backdrop. Toll Brothers — The homebuilder added 3% after reporting fiscal second-quar...
Check out the companies making the biggest moves premarket: Lowe's — Shares slipped almost 2% after despite the company slightly beating estimates for earnings and revenue in its first-quarter financial report. While the company reaffirmed its full-year guidance, it acknowledged a challenging macro housing market backdrop. Toll Brothers — The homebuilder added 3% after reporting fiscal second-quarter earnings of $2.72 per share, beating the $2.57 analysts polled by LSEG had expected. Toll Brothers' $2.51 billion revenue also came in above the forecast $2.42 billion. Target — The retailer climbed nearly 2% after it reported a beat on first-quarter numbers and hiked its full-year sales outlook. The company earned $1.71 per share on revenue of $25.44 billion. Analysts expected a profit of $1.46 per share on revenue of $24.64 billion, per LSEG. Cava — Shares popped almost 7% after the Mediterranean fast-casual chain hiked its adjusted EBITDA guidance for the full year to between $181 million to $191 million, versus its prior outlook of $176 million to $184 million. The company also reported first-quarter earnings of 20 cents per share on $438 million in revenue, beating the earnings of 18 cents and revenue of $411 million analysts had expected, per LSEG. Analog Devices — The semiconductor company fell 1.5% despite reporting better-than-expected adjusted earnings of $3.09 per share in its fiscal second quarter. Analysts polled by FactSet estimated earnings of $2.88 per share. Analog Devices also delivered revenue above estimates too. Chipmakers — After a breather following a rapid rally higher, semiconductor stocks rebounded with the iShares Semiconductor ETF (SOXX) up more than 2%. Marvell Technology was up more than 5%, while Intel rose more than 4%. Micron Technology and Qualcomm were both higher by more than 3%. Nvidia — Joining the chip rally was Nvidia, which was up more than 1.5%. The world's most valuable company is set to report earnings after the bell Wednesday...
IherPhoto/iStock via Getty Images Over the last sixty days, Harmony Gold ( HMY ) has made four announcements that, when I was reading them separately, I was interpreting as corporate noise, until after today’s results on May 18 , once I put them together, I understood that the company is different from what it currently trades as. On April 28, a record dividend of $204M was paid, equivalent to $0....
IherPhoto/iStock via Getty Images Over the last sixty days, Harmony Gold ( HMY ) has made four announcements that, when I was reading them separately, I was interpreting as corporate noise, until after today’s results on May 18 , once I put them together, I understood that the company is different from what it currently trades as. On April 28, a record dividend of $204M was paid, equivalent to $0.32 per share, under a new capital allocation policy that raises the base payout to 30% of FCF, with variable upside of up to an additional 20%. After the news, MSCI upgraded its ESG rating from BB to A , which opened the ADR to passive funds that were previously excluded. Then we move to May 15, when the Queensland Department of Environment approved Eva Copper’s Environmental Authority Major Amendment, removing the last regulatory piece for the project. And today’s announcement, where the FY26 9M update confirms that the group closed the quarter with net cash of $78M, and in just one quarter reversed the net debt position that stood at $335M as of December 31. However, its share price has been trading in a sideways range since practically April 2025, with a -18% YTD performance, while its peers such as Barrick ( ABX:CA ), AngloGold( AU ) and Kinross( KGC ) are flat or positive over the same period, in a consensus that expects upside of +46% to +66% according to Morgan Stanley ( MS ) or HSBC ( HSBC ). Data by YCharts Why does consensus assign this potential? For me, it is because they identify that the model is transitioning from a profile dominated by South African underground gold, with Mponeng, which is the deepest mine in the world, toward a hybrid model where copper also has the same relevance. So what I expect over the next 12 or 24 months is that the discount at which, for me, HMY trades will close once we have the full fiscal-year annual results in August, and the company confirms guidance compliance, with Eva advancing on schedule, and with market recognition assign...
Nvidia (NVDA) reports fiscal first-quarter (Q1) results after the close Wednesday. Wall Street models near $79 billion in revenue, while buyside desks whisper closer to $81 billion. The chipmaker enters the print priced for perfection. Shares closed at $220.61 on Tuesday after rallying from $165 in late March. That leaves little room for disappointment on guidance or margins. Nvidia (NVDA) Stock P...
Nvidia (NVDA) reports fiscal first-quarter (Q1) results after the close Wednesday. Wall Street models near $79 billion in revenue, while buyside desks whisper closer to $81 billion. The chipmaker enters the print priced for perfection. Shares closed at $220.61 on Tuesday after rallying from $165 in late March. That leaves little room for disappointment on guidance or margins. Nvidia (NVDA) Stock Performance. Source: TradingView Follow us on X to get the latest news as it happens Buyside Whispers on Nvidia Earnings Push Bar Above Street A JPMorgan-distributed table shows the gap. NVDA’s official guide sits at $78 billion against Street consensus of $78.6 billion. The buyside survey mean sits at $80.97 billion. NVIDIA earnings buyside / Street consensus Source: JPM pic.twitter.com/miBcHEhLwW — Jukan (@jukan05) May 20, 2026 Forward expectations diverge even more. Buyside desks pencil in $89.71 billion for the July quarter and $9.42 in full-year FY27 EPS. Sell-side consensus for the next guide sits closer to $85 to $87 billion. The setup matters because Nvidia shares have already rallied. NVDA peaked near $235 last week before pulling back to current levels. Options markets are pricing an 8 to 10% move on the print. Cramer Warns of Familiar Sell-the-News Pattern According to Jim Cramer, the post-earnings playbook for NVDA has become predictable. He warned of an initial spike before a sharp reversal. “The Nvidia pattern we are all now used to: an initial fly-up, lasting 10-12 minutes, then a relentless hammering that takes the stock to where it breaks the chart. Do not be fooled by the first move…” the Mad Money host wrote in a post. His warning aligns with recent earnings reactions. Even when NVDA beats consensus, the stock has often given back gains as positioning unwinds. Bloomberg framed the print as a potential rally trigger but flagged the risks. In the same tone, Coin Bureau’s Nic Pucrin said the day carries equal weight from the April Fed minutes due earlier in t...
(RTTNews) - Sucro Limited (SUGR.V) announced a profit for first quarter that Dropped, from the same period last year The company's bottom line totaled $5.36 million, or $0.22 per share. This compares with $12.01 million, or $0.50 per share, last year. The company's revenue for the period fell 4.2% to $149.19 million from $155.74 million last year. Sucro Limited earnings at a glance (GAAP) : -Earni...
(RTTNews) - Sucro Limited (SUGR.V) announced a profit for first quarter that Dropped, from the same period last year The company's bottom line totaled $5.36 million, or $0.22 per share. This compares with $12.01 million, or $0.50 per share, last year. The company's revenue for the period fell 4.2% to $149.19 million from $155.74 million last year. Sucro Limited earnings at a glance (GAAP) : -Earnings: $5.36 Mln. vs. $12.01 Mln. last year. -EPS: $0.22 vs. $0.50 last year. -Revenue: $149.19 Mln vs. $155.74 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
(RTTNews) - The TJX Companies, Inc. (TJX) reported a profit for its first quarter that Increased, from the same period last year The company's bottom line came in at $1.332 billion, or $1.19 per share. This compares with $1.036 billion, or $0.92 per share, last year. The company's revenue for the period rose 9.2% to $14.323 billion from $13.111 billion last year. The TJX Companies, Inc. earnings a...
(RTTNews) - The TJX Companies, Inc. (TJX) reported a profit for its first quarter that Increased, from the same period last year The company's bottom line came in at $1.332 billion, or $1.19 per share. This compares with $1.036 billion, or $0.92 per share, last year. The company's revenue for the period rose 9.2% to $14.323 billion from $13.111 billion last year. The TJX Companies, Inc. earnings at a glance (GAAP) : -Earnings: $1.332 Bln. vs. $1.036 Bln. last year. -EPS: $1.19 vs. $0.92 last year. -Revenue: $14.323 Bln vs. $13.111 Bln last year. -Guidance: Next quarter EPS guidance: $ 1.15 To $ 1.17 Next quarter revenue guidance: 2 % To 3 % Full year EPS guidance: $ 5.08 To $ 5.15 Full year revenue guidance: 3 % To 4 % The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.