ADP

ADP ADP is scheduled to release first-quarter fiscal 2027 results on Oct. 28, before market open. ADP has a decent earnings surprise history, surpassing the Zacks Consensus Estimate in the trailing four quarters, with an average surprise of 2.1%. Automatic Data Processing, Inc. price-eps-surprise | Automatic Data Processing, Inc. Quote The Zacks Consensus Estimate for the top line is set at $5.5 billion, indicating 5.6% year-over-year growth. The consensus estimate for the Employer Services (ES) segment revenues is pinned at $3.7 billion, indicating 5.3% year-over-year growth. The ES segment is expected to have benefited from solid business bookings, persistent demand for HR outsourcing solutions, and expansion across domestic and international markets. The segment is expected to have experienced significant growth from the growing adoption of ADP Lyric HCM, Global Payroll and WorkForce Suite. Additional support is expected from investments in AI-driven sales tools, prudent pricing contribution and healthy client retention. The Zacks Consensus Estimate for Professional Employer Organization services revenues is pegged at $1.8 billion, indicating a 5.8% year-over-year gain. Continued business bookings growth and an expanding worksite employee base are anticipated to have supported this segment's growth. Growth across the PEO segment is likely to have been further supported by enhanced customer satisfaction and stable retention. The consensus mark for Interest on Funds held for clients is at $332.3 million, suggesting 15.9% year-over-year growth. Higher average investment yields and expanding client fund balances are expected to have boosted this segment's revenue growth. The consensus estimate for earnings per share is set at $2.78, implying year-over-year growth of 11.7%. The bottom line is anticipated to have improved on the back of AI-driven operational efficiencies and service delivery cost strip-down. Our proven model does not conclusively predict an earnings beat for ADPthis time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter. ADP has an Earnings ESP of 0.00% and a Zacks Rank of 2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Here are a few stocks from the broader Computer and Technology sector, which, according to our model, have the right combination of elements to beat on earnings this season. Affirm AFRM: The Zacks Consensus Estimate for the company's first-quarter fiscal 2027 revenues is pinned at $1.2 billion, indicating a 30% year-over-year jump. For earnings, the consensus mark is set at 35 cents per share, suggesting 52.2% year-over-year growth. The company beat the Zacks Consensus Estimate in the past four quarters, the average surprise being 379.4%. AFRM has an Earnings ESP of +11.03% and a Zacks Rank #2 at present. The company is scheduled to declare first-quarter fiscal 2027 results on Nov. 5. Amphenol APH: The Zacks Consensus Estimate for the company's third-quarter 2026 revenues is kept at $9.4 billion, implying 52.4% year-over-year growth. For earnings, the consensus mark is pinned at 73 cents per share, suggesting a 55.3% jump from that reported in the year-ago quarter. The company beat the Zacks Consensus Estimate in the past four quarters, with an average surprise of 11.8%. APH currently has an Earnings ESP of +1.72% and a Zacks Rank #2. The company is scheduled to declare third-quarter 2026 results on Oct. 28. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Automatic Data Processing, Inc. (ADP) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report Affirm Holdings, Inc. (AFRM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Roseland, New Jersey-based Automatic Data Processing, Inc. (ADP) is a global provider of human capital management (HCM) solutions, offering cloud-based payroll processing, human resources management, employee benefits administration, talent management, and tax and regulatory compliance services. With a market cap of $116 billion, the company serves businesses of all sizes across multiple industries, helping organizations streamline workforce management, automate payroll operations, and improve HR efficiency. ADP is expected to release its Q1 2027 earnings on Oct. 28, before the market opens. Ahead of the event, analysts expect the company's EPS to be $2.78 on a diluted basis, up 11.7% from $2.49 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters. - 'No Question Tesla's Going to Merge With SpaceX' — Kevin O'Leary Says If You Own Tesla Stock, You'll Own the New Company After Flying Roadster Demo - Jensen Huang Says the Next Wave of AI Is Physical. Forget Nvidia and Tesla, I'd Bet on These 2 Mid-Cap Stocks Instead. - AST SpaceMobile Stock Gets a New Catalyst. Wall Street Sees 93% Upside. - Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For fiscal 2027, analysts project the company's EPS to be $12.27, up 10.3% from $11.12 in fiscal 2026. Moreover, its EPS is expected to rise by roughly 9.2% year over year to $13.40 in fiscal 2028. ADP stock has declined 3.7% over the past 52 weeks, underperforming the S&P 500 Index's ($SPX) 15.2% rise and the State Street Technology Select Sector SPDR ETF's (XLK) 30.8% return during the same time frame. Automatic Data Processing has underperformed the broader market over the past year amid slowing organic revenue growth and modest workforce expansion, raising concerns about its near-term growth trajectory. However, its long-term prospects remain promising, underpinned by strong demand for cloud-based payroll and human capital management solutions. With annual sales growth of 7.9% over the past five years, $21.95 billion in revenue, and a robust 21.7% free cash flow margin, ADP is well-positioned to capitalize on continued demand for workforce automation while investing in innovation and delivering shareholder returns. Yet, analysts are skeptical about ADP, with the stock having a "Hold" rating overall. Among the 19 analysts covering the stock, four are recommending a "Strong Buy," 13 suggest a "Hold," one recommends a "Moderate Sell," and one suggests a "Strong Sell" for the stock. ADP currently trades above the average analyst price target of $288.35 and the Street-high price target of $322, indicating an upside of 9.3% from the current levels. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund navigated a mixed third-quarter investment environment in which rising oil prices, higher interest rates, and persistent inflation created headwinds for equities and bonds, although strong corporate earnings and continued AI investment helped support the broader stock market. The letter does not disclose an aggregate third-quarter return for client portfolios, but the S&P 500 gained 3.54% through September 22, while the Bloomberg U.S. Aggregate Bond Index declined 2.8%; meanwhile, oil prices rose sharply, and the Federal Reserve increased the federal funds rate to 3.75%-4.00%, its first rate hike in more than three years. Performance across client accounts benefited from exposure to software, AI hardware, and selected strategic investments, while losses in other areas and the sharp rise in bond yields offset some gains; the average equal-weight basket of AI stocks returned 13.0% during the quarter versus an 8.3% decline for the traditional-economy basket. Looking ahead, Andrew Hill expects the AI investment cycle to continue but remains cautious about the broader equity market because of rising rates, inflation, geopolitical risks, tight consumer spending, election uncertainty, and the possibility that the pace of AI capital spending could slow as additional computing capacity comes online; the firm therefore favors earnings-focused investing, higher cash balances, and gradually increasing fixed-income exposure, particularly as high-grade corporate bonds offer yields above 6%. In addition, please check the Fund's top five holdings to know its best picks in 2026. In its third-quarter 2026 investor letter, Andrew Hill Investment Fund highlighted stocks like Automatic Data Processing, Inc. (NASDAQ:ADP). Automatic Data Processing, Inc. provides payroll and human resources software, combining recurring revenue with interest income generated from client funds held before distribution. The one-month return of Automatic Data Processing, Inc. (NASDAQ:ADP) was -0.58% while its shares traded between $188.16 and $291.34 over the last 52 weeks. On October 7, 2026, Automatic Data Processing, Inc. (NASDAQ:ADP) stock closed at approximately $264.00 per share, with a market capitalization of about $105.47 billion. Andrew Hill Investment Fund stated the following regarding Automatic Data Processing, Inc. (NASDAQ:ADP) in its Q3 2026 investor letter: "ADP is one of the leading providers of payroll and human resources software. Despite its predictable earnings and recurring revenue base, the stock was largely caught up in the broader software selloff over the past year. As investor sentiment toward software companies improved this quarter, the shares participated in the recovery. Additionally, ADP earns interest income on the billions of dollars of client payroll funds it temporarily holds before distribution, creating a meaningful earnings benefit from today's elevated interest rates. We believe the market continues to underappreciate this unique combination of deeply integrated software and interest income potential (Click Here To Read the Letter In Detail)." Automatic Data Processing, Inc. (NASDAQ:ADP) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. As per our database, 61 hedge fund portfolios held Automatic Data Processing, Inc. (NASDAQ:ADP) at the end of the second quarter, which was 67 in the previous quarter. While we acknowledge the risk and potential of Automatic Data Processing, Inc. (NASDAQ:ADP) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Automatic Data Processing, Inc. (NASDAQ:ADP) and that has 10,000% upside potential, check out our report about this cheapest AI stock. In another article, we covered Automatic Data Processing, Inc. (NASDAQ:ADP) and shared our views on the company. In addition, please check out our hedge fund investor letters Q3 2026 page for more investor letters from hedge funds and other leading investors. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years This article is originally published at Insider Monkey.

Automatic Data Processing (ADP) is back on investors' radar as the company prepares to report first quarter fiscal 2027 results before the Nasdaq opens on October 28, 2026. Attention now shifts to what management says on the accompanying call. Recent trading has been choppy for Automatic Data Processing, with the share price down 8.93% over the past month but still showing a 16.90% 90 day share price return. The 1 year total shareholder return is down 7.95%, and the 5 year total shareholder return is 46.37%, suggesting that shorter term momentum has cooled even as long term holders remain ahead. Capitalize on the renewed focus on Automatic Data Processing by scanning a curated shortlist of HR and payroll peers with resilient fundamentals in our list of solid balance sheet and fundamentals (25 results). After a choppy month and a solid 90 day run, the question now is simple. At around US$261 per share, does Automatic Data Processing still offer a favourable risk reward, or has most of the upside already been claimed by earlier buyers? At a last close of $261.80 versus a narrative fair value of $287.60, Automatic Data Processing is framed as modestly undervalued. That gap hinges on how well its newer HR platforms, AI tools and capital return plans perform over the next several years. Ongoing investments in AI driven automation across ADP Assist, Lyric and the Zone are supporting lower contacts per client and higher service productivity. Management now targets 70 to 90 basis points of adjusted EBIT margin expansion annually, which indicates that AI enabled operating leverage may be an important factor for net margin and earnings. See why 110 investors see Automatic Data Processing as 9% undervalued. Result: Fair Value of $287.60 (UNDERVALUED) Still, the bullish Automatic Data Processing story could be knocked off course if PEO margins remain under pressure or new AI driven payroll competitors chip away at pricing power. Find out about the key risks to this Automatic Data Processing narrative. The story changes once you look at Automatic Data Processing through its earnings multiple. The stock trades on a P/E of 23.5x, which is richer than both peers at 19.2x and the US Professional Services average at 21x, yet below a fair ratio of 26.8x. Is that a safety margin or a valuation trap in the making? See what the numbers say about this price in our valuation breakdown with See what the numbers say about this price — find out in our valuation breakdown.. If you believe the Automatic Data Processing story is finely balanced between opportunity and risk right now, consider acting while sentiment is still forming and weigh those positives for yourself by reviewing the 3 key rewards. If the Automatic Data Processing setup feels finely balanced, consider widening your watchlist with a few targeted stock ideas that match your preferred mix of quality, value, and resilience. - Target sturdier balance sheets by scanning companies that pass strict financial health checks through the list of solid balance sheet and fundamentals (25 results). - Spot potential mispricings early by reviewing a focused group of 32 high quality undervalued stocks that combine quality fundamentals with appealing valuation signals. - Strengthen your income lineup by comparing yield opportunities across a curated universe of 6 dividend fortresses with the potential to support regular payouts. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ADP. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

ROSELAND, N.J., Sept. 28, 2026 /PRNewswire/ -- ADP (Nasdaq: ADP), a global leader in HR and payroll solutions, is scheduled to release its financial results for the first fiscal quarter ending September 30, 2026 before the opening of the Nasdaq on October 28, 2026. ADP will also be hosting a conference call at 8:30 a.m. ET on October 28, 2026 to discuss these results. Maria Black, President & Chief Executive Officer, Peter Hadley, Chief Financial Officer and Matthew Keating, Vice President of Investor Relations, will be participating on the call. Please note that ADP no longer publishes its financial results over a news wire service. Instead, the results will be posted on the Investor Relations section of adp.com. The company will issue an alert over a news wire to indicate the earnings materials are publicly available, including a link to those documents. Investors and interested participants are invited to listen to the conference call and view the accompanying slide presentation via live webcast. The conference call will be webcast live on ADP's website at investors.adp.com and will be available for replay following the call. The slide presentation will be available shortly before the webcast. About ADP (Nasdaq: ADP) ADP has been shaping the world of work with innovation and expertise for more than 75 years. As a global leader in HR and payroll solutions, ADP continuously works to solve business challenges for our clients and their workers, from simple, easy-to-use tools for small businesses to fully integrated platforms for global enterprises – and everything in between. Always Designing for People means we're focused on just that – people. We use our unmatched AI-driven insights and proven expertise to design innovative solutions that help people achieve greater success at work. More than 1.1 million clients across 140+ countries rely on ADP's exceptional service to support their people and drive their business forward. HR, Talent, Time Management, Benefits, Compliance, and Payroll. Learn more at ADP.com ADP, the ADP logo, and Always Designing for People are trademarks of ADP, Inc. Copyright © 2026 ADP, Inc. All rights reserved. ADP-Investor Relations Contact: 973.974.5858 [email protected] View original content to download multimedia:https://www.prnewswire.com/news-releases/adp-to-announce-first-quarter-fiscal-2027-financial-results-on-october-28-2026-302890382.html

Monday, September 28th, 2026 We kick off a new week of trading on the quiet side, but expect things to get noisy quickly. A full slate of economic reports await us, including a fresh palette of "Jobs Week" data, beginning Tuesday morning. Mid-week, we'll also see what had been known as the Fed's preferred inflation gauge for September and a key AI play reporting earnings. After an up-week among major indexes, pre-market futures are in the red currently: the Dow -288 points, the Nasdaq -153 and the S&P 500 -26 points. The small-cap Russell 2000 is presently -13 points at this hour. Oil prices are back up more than +2.5% this morning, to $94 per barrel (/bbl) on WTI and $106/bbl on Brent crude. We're also seeing the highest rate on the 10-year Treasury bond since 2007, before the financial collapse which led to the Great Recession: +5.21%. The 2-year bond has reached its highest level since May of 2024 — back when we were in the midst of a 15-month run of +5.25-5.50% interest rates, while the 30-year yield has presently climbed to +5.53%. Beginning tomorrow morning, "Jobs Week" data begins with the August print of Job Openings and Labor Turnover Survey (JOLTS). Expectations are for the headline to drift lower but remain within range, to 7.2 million job openings last month from 7.27 million reported the previous month. 12-month highs reached 7.58 million in April while the low came in December of last year: 6.55 million. From there, we get a look at September labor force numbers, starting with Wednesday's private-sector payrolls from Automatic Data Processing ADP and ending with Friday morning's non-farm payrolls and Unemployment Rate from the U.S. Bureau of Labor Statistics (BLS). In between, Thursday's Weekly Jobless Claims appear. We also expect revisions from ADP's +38K private-sector jobs in August and BLS' 162K — a discrepancy of more than 3x. Otherwise, we'll see July Case-Shiller Home Price numbers and The Conference Board's Consumer Confidence results for September on Tuesday. S&P and ISM Manufacturing PMI for September and Construction Spending for August appear Thursday, and August Factory Orders come out Friday. Biggest of all, arguably, will be Personal Consumption Expenditures (PCE) for August. Both headline and core (subtracting food and energy expenditures) figures, year over year, are expected to tick down 10 basis points (bps) to +3.6% and +3.2%, respectively. These would signal still-higher-than-optimal inflation levels, but within a reasonably controlled range where inflation does not appear to be spiraling out of control. Further, after Wednesday's close, AI memory storage chipmaker Micron MU posts fiscal Q4 results — expected to be among the best of any publicly traded stocks all year, AI or not: +937.95% earnings growth on +349.48% in higher revenues from a year ago. Shares of the stock are up +279% year to date and +590% over the past year. These numbers will be hard to beat, but Micron has not missed on earnings since fiscal Q2 of 2023. Questions or comments about this article and/or author? Click here>> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Automatic Data Processing, Inc. (ADP) : Free Stock Analysis Report Micron Technology, Inc. (MU) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Paychex (NASDAQ:PAYX) is set to report its earnings on Wednesday, September 23, 2026. The company has $41 billion in current market capitalization. Revenue over the last twelve months was $6.5 billion, and it was operationally profitable with $2.5 billion in operating profits and net income of $1.8 billion. While the post-earnings stock reaction will depend on how the results and outlook stack up against investor expectations, a detailed look at historical results can aid you if you are an event-driven trader. Here is how: either understand the historical odds and position yourself prior to the earnings announcement, or look at the correlation between immediate and medium-term returns post earnings and enter a trade one day after the announcement. See earnings reaction history of all stocks Ask yourself - Is holding PAYX stock risky? Of course it is. The Trefis High Quality Portfolio mitigates that risk. Paychex's Historical Odds Of Positive Post-Earnings Return Some observations on one-day (1D) post-earnings returns: There are 20 earnings data points recorded over the last five years, with 11 positive and 9 negative one-day (1D) returns observed. In summary, positive 1D returns were seen about 55% of the time. However, this percentage decreases to 50% if we consider data for the last 3 years instead of 5. Median of the 11 positive returns = 3.6%, and median of the 9 negative returns = -2.3% Additional data for observed 5-Day (5D) and 21-Day (21D) returns post earnings are summarized along with the statistics in the table below. Correlation Between 1D, 5D, and 21D Historical Returns A relatively less risky strategy (though not useful if the correlation is low) is to understand the correlation between short-term and medium-term returns post earnings, find a pair that has the highest correlation, and execute the appropriate trade. For example, 1D_21D shows the strongest correlation here, and it is negative: if the 1D post-earnings return is positive, a trader can position themselves in the opposite direction over the following 21D window. Here is some correlation data based on a 5-year and a 3-year (more recent) history. Note that these correlations are between subsequent windows, not the cumulative columns above: 1D_5D is the correlation between the 1D post-earnings return and the subsequent return from day 1 through day 5, 1D_21D is between the 1D return and the subsequent return from day 1 through day 21, and 5D_21D is between the 5D return and the subsequent return from day 5 through day 21. Is There Any Correlation With Peer Earnings? Sometimes, peer performance can have an influence on post-earnings stock reaction. Some of that pricing-in may even begin before the earnings are announced. Here is some historical data on the past post-earnings performance of Paychex stock compared with the stock performance of INTU, a peer that reported earnings just before Paychex. For fair comparison, peer stock returns also represent post-earnings one-day (1D) returns. Separately, if you want an upside with a smoother ride than an individual stock such as PAYX, consider the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, which has a track record of comfortably outperforming its benchmark that includes all three - the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.

It has been about a month since the last earnings report for Match Group (MTCH). Shares have added about 11.2% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Match Group due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Match Group Inc. before we dive into how investors and analysts have reacted as of late. Match Group reported second-quarter 2026 earnings of 92 cents per share, missing the Zacks Consensus Estimate by 5.15%.Revenues were $853 million, down 1% year over year, and lagging the Zacks Consensus Estimate of $856 million by 0.34%. The quarter reflected improving engagement trends at Tinder and continued expansion at Hinge. The company’s key operating metrics showed mixed momentum, with total payers declining 6% year over year to 13.3 million, while revenue per payer (RPP) increased 6% to $21.13. Tinder’s user trends improved, while Hinge continued to deliver strong growth through product innovation and international expansion. Tinder direct revenues were $457.5 million in the second quarter, down 1% year over year and down 2% on a foreign exchange-neutral basis.Payers declined 5% to 8.5 million, while RPP increased 4% to $17.90. Adjusted EBITDA was $233 million, down 5% year over year, with a 50% margin.The company continued investing in Tinder’s product turnaround. Management highlighted improvements in recommendation algorithms, Trust and Safety initiatives, and new features designed to create lower-pressure ways for users to connect. Tinder’s daily active users declined 4% year over year in the quarter, representing the best performance in 10 quarters. Hinge remained a major growth contributor, with direct revenues rising 22% year over year to $203.5 million. Revenues increased 20% on a foreign exchange-neutral basis, supported by a 17% increase in payers to 2 million and a 4% rise in RPP to $33.11.Match Group noted that Hinge’s global monthly active users increased 13% year over year, driven by expansion markets. The company continued broadening Hinge’s international presence, entering six new European countries and four additional countries in Latin America during the quarter.The business is still expected to reach $1 billion in revenues in 2027, with growth expected to come from product innovation, international expansion and additional monetization opportunities. Everyone Everywhere (E&E) direct revenues were $178.9 million, down 17% year over year and down 17% on a foreign exchange-neutral basis. Payers declined 21% to 2.7 million, while RPP increased 4% to $22.24. Adjusted EBITDA was $54 million, up 69%, and at a 30% margin.The company continued restructuring the portfolio, with E&E now including Azar and Pairs. Management said the segment is benefiting from shared capabilities across Match Group, including Trust and Safety, recommendation algorithms, centralized marketing and consumer research.The company expects E&E revenue trends to remain pressured by the Azar app redesign while maintaining a focus on improving the long-term health of the portfolio. Total operating expenses declined 9% year over year to $608 million in the second quarter. Cost of revenues decreased 16% year over year, helped by alternative payment savings, while general and administrative expenses declined 22%, driven by lower headcount-related costs and legal expenses.Adjusted EBITDA was $331 million, up 14% year over year, representing an adjusted EBITDA margin of 39%, which expanded approximately 500 basis points from 33% in the year-ago quarter. As of June 30, 2026, Match Group had cash, cash equivalents and short-term investments of $584 million compared with $1.02 billion as of March 31, 2026. The decline primarily reflected the use of $424 million in cash to repay the company’s 0.875% exchangeable senior notes due in June 2026.Long-term debt, including current maturities, stood at $3.6 billion as of June 30, 2026. Match Group ended the quarter with trailing twelve-month gross leverage of 2.7x and net leverage of 2.2x. The company’s $500 million revolving credit facility remained undrawn as of June 30, 2026.Match Group generated $370 million in operating cash flow and $353 million in free cash flow in the second quarter. It also repurchased 7.3 million shares for $245 million and paid $91 million in dividends during the period. For the third quarter of 2026, Match Group expects revenues of $885 million to $895 million, representing a year-over-year decline of 2% to 3%. Adjusted EBITDA is projected at $330 million to $335 million, implying a 10% year-over-year increase at the midpoint.For full-year 2026, management expects revenues to be near the midpoint of its previously issued guidance range on an as-reported basis and at or above the midpoint on a foreign exchange-neutral basis. Adjusted EBITDA is expected to be at or above the high end of prior guidance, with margin expected to exceed the company’s 37.5% target.The company expects Tinder direct revenues to decline in the low-single-digit percentage range for the year, an improvement from its previous outlook. It also expects free cash flow to be at the high end of its prior guidance range. In the past month, investors have witnessed a upward trend in estimates revision. The consensus estimate has shifted 11.67% due to these changes. Currently, Match Group has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. However, the stock has a grade of B on the value side, putting it in the top 40% for value investors. Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Match Group has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months. Match Group belongs to the Zacks Internet - Software industry. Another stock from the same industry, Automatic Data Processing (ADP), has gained 4.1% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026. ADP reported revenues of $5.47 billion in the last reported quarter, representing a year-over-year change of +6.8%. EPS of $2.64 for the same period compares with $2.26 a year ago. ADP is expected to post earnings of $2.78 per share for the current quarter, representing a year-over-year change of +11.7%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for ADP. Also, the stock has a VGM Score of D. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Match Group Inc. (MTCH) : Free Stock Analysis Report Automatic Data Processing, Inc. (ADP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

A month has gone by since the last earnings report for Palantir Technologies Inc. (PLTR). Shares have added about 10.6% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Palantir Technologies due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts. Palantir Technologies delivered another exceptional quarter, with second-quarter 2026 results comfortably surpassing Wall Street expectations. Revenues reached $1.94 billion, increasing 92.8% year over year and 19% sequentially, while beating the Zacks Consensus Estimate of $1.81 billion by 7.2%. Earnings per share came in at 41 cents, up from 16 cents a year ago, representing 156.3% year-over-year growth, while rising from the previous quarter's 34 cents (20.6% sequential growth). EPS also exceeded the consensus estimate of 35 cents by 17.1%. Commercial revenue climbed to $945 million, increasing 109.7% year over year and accounting for nearly 49% of total quarterly revenue. Government revenue reached $990 million, rising 79% from the prior-year quarter and representing about 51% of total sales. The company's U.S. operations remained the biggest contributor to growth. U.S. revenues totaled $1.57 billion, representing more than 81% of company-wide revenue, reflecting exceptionally strong customer demand for enterprise AI deployments. Large contract activity remained particularly robust. During the quarter, the company closed 220 deals worth at least $1 million, reflecting increasing adoption of its Artificial Intelligence Platform across commercial enterprises and government agencies. The company's rapid revenue expansion was accompanied by outstanding profitability. Adjusted gross margin remained exceptionally high at 86%, highlighting the scalability of Palantir's software platform. Adjusted operating margin expanded to 62%, among the highest across enterprise software companies. Cash generation remained equally impressive. Cash from operations totaled $1.216 billion, while adjusted free cash flow reached approximately $1.22 billion during the quarter. These figures translate into an adjusted free cash flow margin of roughly 63%, illustrating Palantir's ability to convert revenue growth into substantial cash generation. The company ended the quarter with $9.2 billion in cash, cash equivalents, and short-term U.S. Treasury securities, providing considerable financial flexibility to fund product development and future expansion initiatives. While management acknowledged that gross margin experienced modest pressure from assuming cloud-hosting responsibilities for a government customer, executives indicated that the move should improve implementation speed and strengthen long-term customer relationships. Beyond reported revenue, forward-looking indicators also strengthened. Total contract value bookings reached $3.4 billion, reflecting another record quarter for customer commitments. Net dollar retention stood at 157%, demonstrating that existing customers continue expanding their usage significantly after initial deployments. Total remaining deal value increased to $13.1 billion, while remaining performance obligations reached $4.9 billion, providing strong visibility into future revenue growth. These metrics suggest that Palantir's current momentum is not solely driven by recent contract wins but is increasingly supported by long-term customer expansion. Palantir's product strategy increasingly revolves around enabling enterprises to deploy AI models while maintaining full ownership over their data, workflows and operational knowledge. Management emphasized that customers increasingly prioritize flexibility, allowing organizations to benchmark different AI models and replace them whenever necessary without becoming dependent on a single provider. This positioning appears to resonate strongly with enterprises seeking greater control over rapidly evolving AI technologies. Rather than competing directly on foundation models, Palantir continues focusing on the software layer that integrates, manages and operationalizes AI across organizations. Management also highlighted growing demand from customers that initially adopted Foundry but are now expanding toward broader AI deployments across multiple business functions. Perhaps the most significant takeaway from the quarter was management's increased confidence in future growth. For the third quarter of 2026, Palantir expects revenues between $2.16 billion and $2.164 billion, implying another sequential increase of roughly 12% from the second quarter. Adjusted income from operations is projected between $1.292 billion and $1.296 billion. Management also substantially increased full-year guidance. Revenues are now expected between $8.15 billion and $8.158 billion, up from the previous outlook of $7.65$7.662 billion. The midpoint of the guidance therefore increased by nearly $500 million, representing one of the company's largest upward revisions. The company also lifted its U.S. commercial revenue forecast to more than $3.424 billion compared with the earlier expectation exceeding $3.224 billion. Adjusted operating income guidance increased to $4.889-$4.897 billion, while adjusted free cash flow guidance rose to $4.5-$4.7 billion, reinforcing management's confidence that profitability will continue improving alongside revenue growth. In the past month, investors have witnessed a upward trend in estimates revision. The consensus estimate has shifted 10.74% due to these changes. Currently, Palantir Technologies has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with an F. Following the exact same course, the stock was allocated a score of F on the value side, putting it in the fifth quintile for this investment strategy. Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Palantir Technologies has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months. Palantir Technologies belongs to the Zacks Internet - Software industry. Another stock from the same industry, Automatic Data Processing (ADP), has gained 4.8% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026. ADP reported revenues of $5.47 billion in the last reported quarter, representing a year-over-year change of +6.8%. EPS of $2.64 for the same period compares with $2.26 a year ago. For the current quarter, ADP is expected to post earnings of $2.78 per share, indicating a change of +11.7% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days. ADP has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report Automatic Data Processing, Inc. (ADP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research