Moelis & Co (MC) Stock News

EMCOR Group completed five acquisitions (B&B Electric, Sidney Electric, Giles Electric, Schmidt Electric, and Connelly Electric) for approximately $750 million, adding $625 million in revenues and $105 million in EBITDA. The deals expand EMCOR's electrical construction capabilities and geographic reach, particularly in high-growth AI infrastructure and data center markets. Management expects $250-$275 million in revenues from these acquisitions in the second half of 2026, though near-term EPS accretion will be limited by intangible asset amortization.

Robbins Geller announces a class action lawsuit against UWM Holdings Corporation for alleged securities violations. The lawsuit claims UWM made false statements about its hedging strategy for mortgage servicing rights in connection with the failed Two Harbors Investment Corp. merger. UWM reported a $603.2 million derivatives loss in Q2 2026, causing a 35% stock price decline. Investors with substantial losses can seek appointment as lead plaintiff by October 13, 2026.

Commercial Metals is expected to report Q3 2026 earnings on October 15 with consensus estimates of $1.97 EPS (up 43.8% YoY) and $2.44B revenue (up 15.6% YoY). However, the company's Earnings ESP is -0.25%, indicating recent analyst pessimism, making it difficult to predict an earnings beat despite a Zacks Rank #3 rating.

Rosen Law Firm reminds UWM Holdings Corporation investors who suffered losses exceeding $100,000 that the deadline to apply as lead plaintiff in a securities class action is October 13, 2026. The lawsuit alleges that UWM Holdings made false or misleading statements regarding its mortgage servicing rights (MSR) hedging strategy and failed to disclose excessive hedging positions related to a Two Harbors transaction, resulting in investor losses.

A securities class action lawsuit has been filed against UWM Holdings Corporation for allegedly making materially false and misleading statements regarding its mortgage servicing rights (MSRs) hedging strategy and hedge position related to the Two Harbors transaction. The lawsuit claims the company deviated from its traditional non-hedging strategy, over-hedged its position, and created excess hedging risk while making positive statements about its business. Investors with losses exceeding $100K who purchased securities between March 9, 2026 and August 5, 2026 have until October 13, 2026 to seek appointment as lead plaintiff.

McKesson (MCK) closed at $910.33, down 1.23% in recent trading. The prescription drug distributor is expected to report earnings on November 4, 2026, with projected EPS of $10.8 (up 9.53% YoY) and revenue of $110.14 billion (up 6.78% YoY). The company holds a Zacks Rank #2 (Buy) rating with a Forward P/E of 20.6, trading at a premium to its industry average of 17.22.

Comcast stock declined 2.88% on October 7, 2026, significantly underperforming the S&P 500's 0.22% loss. The cable provider has dropped 18.12% over the past month. Upcoming earnings on October 22 are expected to show a 12.5% EPS decline and 5.92% revenue decrease year-over-year. The company holds a Zacks Rank of #4 (Sell) with a Forward P/E of 6.18, trading at a premium to its industry average.

Law Offices of Howard G. Smith has filed securities fraud class action lawsuits against four publicly-traded companies: Better Home & Finance (BETR), Doximity (DOCS), Baidu (BIDU), and UWM Holdings (UWMC). The lawsuits allege that defendants made materially false statements and failed to disclose material adverse facts about their business operations. Investors have until specified deadlines in October and November 2026 to file lead plaintiff motions.

McKesson (MCK) is highlighted as a top growth stock pick due to its strong earnings growth of 14.4% (above industry average of 7.7%), efficient asset utilization with an S/TA ratio of 4.85 versus industry average of 0.77, and positive earnings estimate revisions. The company earned a Growth Score of A and Zacks Rank #2 (Buy), positioning it well for outperformance among growth investors.

TSMC's July-August sales trajectory suggests Q3 revenues will reach the upper end of guidance, supported by robust AI demand and the ramp-up of 2nm technology. The company raised its 2026 revenue growth forecast to above 40%, though higher 2nm production costs are expected to pressure margins. EPS estimates have risen 10.4% to $4.45, indicating strong earnings growth despite margin headwinds.

FMC Technologies (FTI) is highlighted as a solid growth stock pick with a Zacks Rank #2 (Buy) and Growth Score of A. The company demonstrates strong fundamentals including projected EPS growth of 30.5% (vs. 0% industry average), year-over-year cash flow growth of 22.8% (vs. -4.1% industry average), and positive earnings estimate revisions, positioning it well for outperformance.

A securities class action lawsuit has been filed against UWM Holdings Corporation for allegedly making materially false statements regarding its hedging strategy for mortgage servicing rights. The lawsuit claims the company deviated from its traditional non-hedging strategy and over-hedged in anticipation of the Two Harbors transaction, creating excess hedging risk. Investors who purchased securities between March 9, 2026 and August 5, 2026 may be eligible for compensation, with an October 13, 2026 deadline to serve as lead plaintiff.

Montagu has completed its acquisition of a majority stake in Helix through a carve-out from BMC Software, making Helix a fully independent company. KKR will maintain ownership of BMC and retain a minority stake in Helix. The move aims to give Helix greater focus and flexibility to accelerate growth and innovation in agentic AI ServiceOps solutions.

Super Micro Computer (SMCI), a server technology company, has gained 10.7% over the past month, outperforming the S&P 500. The company shows strong earnings growth with expected EPS of $1.06 for the current quarter (+202.9% YoY) and revenue growth of 71.5% for the current fiscal year. SMCI received a Zacks Rank #2 (Buy) rating and is trading at a discount to peers, suggesting potential near-term outperformance.

McKesson closed down 1.27%, underperforming the S&P 500's 0.25% loss. The stock has declined 4.63% over the past month, lagging the Medical sector. The company is expected to report earnings on November 4, 2026, with projected EPS growth of 8.72% and revenue growth of 6.78% year-over-year. McKesson holds a Zacks Rank of #3 (Hold) with a Forward P/E of 19.37, trading at a premium to its industry average.

A securities class action lawsuit has been filed against UWM Holdings Corporation for allegedly making materially false statements regarding its mortgage servicing rights hedging strategy and hedge position related to the Two Harbors transaction. The lawsuit claims the company deviated from its traditional non-hedging strategy, over-hedged its position, and created excess hedging risk while making positive statements about its business. Investors with losses exceeding $100K who purchased securities between March 9, 2026 and August 5, 2026 have until October 13, 2026 to seek lead plaintiff appointment.

Omnicom (OMC) is expected to see 2026 earnings rise 21.4% and revenues grow 49.6%, driven by post-Interpublic acquisition synergies, AI-enabled marketing capabilities, and strong shareholder returns. However, the company faces headwinds from weak advertising trends, $10.2B in long-term debt, and elevated integration costs. OMC currently holds a Zacks Rank #3 (Hold) rating.

Zacks analyzes the Leisure and Recreation Services industry, which faces mixed conditions with inflation and economic uncertainty pressuring discretionary spending. Despite challenges from elevated operating costs and geopolitical uncertainty, the industry benefits from sustained demand for travel and experience-based offerings. Four stocks are highlighted: Life Time Group (Strong Buy, +43.4% YoY), Marriott Vacations (Strong Buy, +57% YoY), Marcus Corp (Strong Buy, +85% YoY), and AMC Entertainment (Buy, +13.5% YoY), all expected to show earnings growth in 2026.

Exxon veteran Liam Mallon joins TMC board ahead of seabed mining push  Reuters

AMC Entertainment stock has surged 111% in 2026, defying Wall Street skepticism. Despite being down 99.1% over five years, the company is experiencing a genuine turnaround driven by improving fundamentals: domestic ticket sales are up 20% year-over-year, theaters are expanding high-margin concessions offerings, and profitability is expected by 2028. The author, who recently became an AMC shareholder, argues that dismissing the stock based on past performance overlooks the current momentum and improving business metrics.

Raven is an institutional market-maker for prediction markets, generating constant buy and sell orders on contracts.

A securities class action lawsuit has been filed against UWM Holdings Corporation for allegedly making materially false and misleading statements regarding its mortgage servicing rights hedging strategy. The lawsuit claims the company deviated from its traditional non-hedging approach, over-hedged in anticipation of the Two Harbors transaction, and created excess hedging risk while making positive statements about its business that lacked reasonable basis. Investors who purchased securities between March 9, 2026 and August 5, 2026 may be eligible for compensation. The lead plaintiff deadline is October 13, 2026.

AMC Entertainment declined 3.37% to $2.87, underperforming the S&P 500's 0.76% loss. Despite a 12.07% monthly gain, the stock faces headwinds from its weak industry ranking. Upcoming earnings are projected to show -$0.01 EPS with 11.68% revenue growth, while full-year estimates suggest -$0.22 EPS and 14.56% revenue growth. AMC holds a Zacks Rank #2 (Buy) rating, though its Leisure and Recreation Services industry ranks in the bottom 26% of all industries.

McDonald's stock has declined 6.6% over the past month, underperforming the S&P 500. The company maintains a Zacks Rank #3 (Hold) rating with modest earnings growth expectations of 5.6% for the current fiscal year and 8% for the next year. Revenue is projected to grow 4.8-5.1% annually. However, McDonald's trades at a premium valuation (Grade D) compared to peers, suggesting the stock may perform in line with the broader market in the near term.

TSMC is experiencing strong customer engagement for its next-generation A14 process technology across smartphone, HPC, and AI applications, with tape-outs already underway. The A14 is designed to deliver 10-15% higher performance or 25-30% lower power compared to N2, with volume production expected in 2028. TSMC also introduced A13 and A12 as extensions of the A14 family for 2029 production, potentially making A14 a larger and longer-lasting node than N2.

Super Micro Computer (SMCI) closed at $41.64, up 1.07%, outperforming the broader market with a 17.15% monthly gain. The company projects significant growth with EPS expected at $1.06 (up 202.86% YoY) and revenue of $14.77 billion (up 194.32% YoY). Trading at a Forward P/E of 9.3 and PEG ratio of 0.71, both below industry averages, SMCI holds a Zacks Rank #2 (Buy) rating.

A comparison of two restaurant sector stocks shows Yum China Holdings (YUMC) as the superior value option compared to Chipotle Mexican Grill (CMG). YUMC has a stronger Zacks Rank (#2 Buy vs #3 Hold), lower valuation multiples (P/E of 14.05 vs 28.92, P/B of 2.39 vs 19.06), and a higher Value grade (A vs D), making it more attractive to value investors.

The global NMC battery market is projected to grow from USD 35.6 billion in 2025 to USD 138.1 billion by 2035, with a CAGR of 14.2%. Growth is driven by increasing electric vehicle adoption, energy storage demand, and clean energy investments. The automotive segment is expected to grow at 12.4% CAGR, while the U.S. market alone is projected to reach USD 38.5 billion by 2035.

Super Micro Computer (SMCI) reported fiscal 2026 revenues of $39.1 billion, up 78% year-over-year, driven by strong AI infrastructure demand. The company received over $60 billion in fourth-quarter orders, pushing its backlog to record levels. SMCI expects fiscal 2027 revenues between $65-72 billion, with AI solutions projected to represent over 80% of revenues. The company is expanding manufacturing capacity globally to support demand.

Dell Technologies is capitalizing on surging AI infrastructure demand with over 6,500 AI Factory customers and a $95B backlog. The company expects fiscal 2027 AI-server revenues of $74B, roughly triple prior-year levels. However, Dell faces intensifying competition from Super Micro Computer and Cisco Systems, both expanding their AI customer bases and capabilities.