After dipping 5.3% lower in July, shares of SoundHound AI (NASDAQ: SOUN) stock jumped higher last month after the artificial intelligence (AI) company' reported strong Q2 2026 financial results.

According to data provided by S&P Global Market Intelligence, SoundHound AI stock rose 16.8% in August.

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$61.9 million in Q2 2026 revenue sounded good to SoundHound AI investors

Surpassing the $52.4 million that analysts had anticipated, SoundHound AI reported second-quarter 2026 revenue of $61.9 million, a 45% year-over-year increase. At the bottom of the income statement, the company also exceeded expectations. While analysts estimated SoundHound AI would report an adjusted loss per share of $0.05, the company posted a slimmer $0.02 adjusted loss per share.

Although SoundHound AI is still incurring a net loss, the company is making progress toward profitability. In Q2 2026, it expanded its gross profit margin to 45.1% from 39% during the same period last year.

In the press release addressing the financial results, SoundHound AI interim CFO and co-founder James Hom lauded the success of the company's recently launched OASYS, an AI system that enables customers to build and deploy conversational AI agents to accomplish several tasks, such as handling transactions, tasks, and workflows on behalf of customers and employees, stating, "We are excited by the strong interest we are already seeing with OASYS, which is a testament to the category-defining technology we continue to deliver to the market. Our investment in innovation, combined with our cost discipline, is key as we drive our business toward achieving profitable growth."

In addition to the recent quarter, investors celebrated the company's updated 2026 revenue guidance, which ranges from $230 million to $260 million. Should the company achieve the midpoint of this forecast, it will represent year-over-year sales growth of 45%.

While the market celebrated the company's financial results, some analysts took a more bearish stance on the AI stock -- a factor that contributed to shares giving back some of the gains they had made immediately after the company's Q2 results announcement. Piper Sandler analyst James Fish, for example, cut the price target on SoundHound to $7 from $8, maintaining a neutral rating. Similarly, Gil Luria, a DA Davidson analyst, reduced the firm's price target to $10 from $12.

SoundHound AI stock is hanging on the discount rack

Falling 5.9% so far in September, SoundHound AI stock has given back some of the gains that it logged in August. Couple this with the fact that shares of the AI stock are trading at 13.9 times sales -- a discount to their five-year average P/S multiple of 17.2 --, and it looks like now's a good time to start a position.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends SoundHound AI. The Motley Fool has a disclosure policy.

Encountering some rough seas earlier this summer, shares of The Metals Company (NASDAQ: TMC) sank 19.6% in July. Last month, however, the deep-sea mining specialist found calmer waters -- and its stock thrived as investors celebrated the company's reporting of second-quarter 2026 financial results. Plus, an analyst's bullish take on the stock provided a catalyst at the end of the month, propelling shares higher.

According to data provided by S&P Global Market Intelligence, shares of The Metals Company rose 34% in August.

Image source: Getty Images.

Management believes the company's sailing in the right direction

Announcing Q2 2026 financial results on Aug. 13, The Metals Company reported earnings per share (EPS) of negative $0.14 -- a slimmer loss than the $0.20 it reported during the same period in 2025.

In the press release accompanying the Q2 2026 financial results, Gerard Barron, the company's CEO, reassured investors that The Metals Company is advancing steadily toward achieving the necessary certifications. Barron stated, "The regulatory picture is becoming clearer as our applications continue to progress through NOAA's [National Oceanic and Atmospheric Administration] review process." Moreover, Barron commented that despite encountering some delays, the company remains "confident that the permit will arrive well in advance of offshore vessel commissioning by the end of 2027, which we believe remains the critical path for production start."

Towards the end of the month, investors found another reason to click the buy button. Assigning a buy rating, Stifel initiated coverage of The Metals Company stock on Aug. 27 with a $10 price target. Based on shares of The Metals Company closing at $5.01 on Aug. 26, the Stifel price target implies upside of 96%.

What's a critical metals-minded investor to do now?

While the Sifel price target is certainly noteworthy, potential investors should take it with a grain of salt. The more pressing issue for The Metals Company right now is continuing to progress toward obtaining the requisite certifications to commence commercial deep-sea mining operations for copper, nickel, and other critical metals. Investors, therefore, should be on the lookout for any updates.

Beyond updates on the company's certification applications, investors should look for news on its offshore vessel development, since securing the necessary certifications to conduct deep-sea mining operations means little if the company doesn't have the proper infrastructure in place. The Metals Company expects to award contracts for several components of its offshore system through the second half of 2026, including navigation equipment as well as a storage and offloading system.

Even if the company remains on schedule with contract awards and makes further progress toward achieving certifications, it's important to recognize that The Metals Company stock remains a largely speculative investment, as profitability may remain elusive for some time. Those with lower risk tolerances who are interested in copper stocks and nickel stocks, therefore, may want to consider other options at this point.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

After years of waiting, investors finally gained the opportunity to buy stock in Space Exploration Technologies (NASDAQ: SPCX) after the company held its initial public offering (IPO) in June. Shares of SpaceX rocketed higher after their debut on public markets, closing 19.6% higher on their second day of trading after closing at $160.95 on the day of the IPO.

But how have those who bought shares at the IPO fared since SpaceX stock launched on June 12? Are they heading to the stars or falling back to Earth?

Image source: Getty Images.

Enthusiasm fueled early gains for SpaceX stock

With much fanfare, SpaceX stock opened on its first day of trading at $150 and soared to $176.52, eventually closing at $160.95.

The upward momentum in SpaceX stock continued. Shares closed at $192.50 and then $201.80 on their second and third market sessions, respectively.

Bears quickly emerged, though.

In late June, investors balked upon learning that the company planned to offer a $25 billion bond, a considerable capital raise shortly after a successful IPO. Plus, several analysts offered uninspiring takes on SpaceX stock, countering the market's initial exuberance. On June 22, for example, KeyBanc initiated coverage of SpaceX stock with a neutral rating, and the next day, Susquehanna initiated coverage with a neutral rating and a $170 price target.

Investors also took exception to the company's second-quarter 2026 financial results presentation on Aug. 4, when SpaceX reported massive investments worth $15.8 billion in artificial intelligence (AI) infrastructure during the quarter.

SpaceX stock has failed to gain altitude

For those who hitched a ride with a SpaceX investment at the time of the company's IPO, the returns have hardly been out of this world. Those who bought $500 of SpaceX stock at the time of its IPO on June 12, 2026, have seen their positions sink to $479 as of the close of trading on Aug. 31, 2026.

Is there potential for SpaceX stock to reverse its downward trajectory?

While anticipation for the SpaceX IPO had been sky-high, shares have failed to attract the bulls. But looking at SpaceX's poor performance and concluding that the space stock isn't worthy of consideration would be grossly unwise. IPO stocks -- whether those of the Elon Musk variety or otherwise -- tend to exhibit significant volatility shortly after they debut on public markets -- a dynamic that leads many investors to eschew them completely.

Fortunately for those eager to gain exposure to SpaceX yet uninterested in the potential volatility of a stock purchase, there are several exchange-traded funds (ETFs) that hold SpaceX stock.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

The hype surrounding rare-earth and nuclear energy stocks may be a little tempered compared to where it was last year, but there's no denying these topics remain among the most popular trends for growth investors right now.

But for those who feel limited in their ability to gain exposure to both opportunities, there's a simple, one-stop-shop solution -- a single stock that provides both rare-earth and nuclear energy exposure.

Image source: Getty Images.

Domestic uranium production is this company's forte

As data center operators embrace nuclear energy solutions, growth investors have two compelling routes to consider right now. Fortunately, Energy Fuels (NYSEMKT: UUUU) makes it easy for them as the company is involved in both rare-earth elements and uranium production.

With respect to uranium, Energy Fuels conducts mining operations at La Sal in Utah and Pinyon Plain in Arizona. In addition, the company operates the White Mesa Mill, which it characterizes as the "only fully licensed and operating conventional uranium mill in the United States."

Energy Fuels is also positioned to grow its uranium operations thanks to several development projects in the pipeline. The Sheep Mountain Project, for example, is one of the largest uranium projects in the U.S., with over 30 million pounds of uranium resources, according to Energy Fuels.

The company's uranium business is off to a strong start this year. Through the first half of 2026, Energy Fuels produced 1.7 million pounds of finished triuranium octoxide, the concentrated uranium product made after uranium is removed from mined rock. Initially, Energy Fuels had projected a full-year guidance range of 1.5 to 2.5 million pounds of triuranium octoxide.

On a shopping spree to grow its rare-earth operations

Thanks to the considerable political enthusiasm for U.S.-based rare-earth production, growth investors also stand to benefit from Energy Fuels' expanding rare-earth elements business. This summer, the company took a major step toward that end, beginning construction on the expansion of the White Mesa Mill -- a project that will allow the large-scale production of heavy rare-earth oxides.

In addition to the organic routes it's taking to grow this business, Energy Fuels is embracing acquisitions. At the end of August, Energy Fuels completed the acquisition of Australian Strategic Materials (ASM), which will help the company to add 1,300 metric tons of neodymium-iron-boron alloy production capacity at ASM's Korean Metals Plant.

Expected to close in early 2027, Energy Fuels' acquisition of VAC, an advanced magnetics production specialist, will help the company further expand its rare-earth business. Energy Fuels states that the acquisition will help it become "the first western company with geographically diversified commercial capabilities across every critical step of the rare-earth value chain."

Is now a good time to load up on Energy Fuels stock?

With Energy Fuels shares falling more than 30% over the past six months, investors have a much more attractive entry point to start a position now. It's important to recognize, though, that only those comfortable with more speculative investments should consider taking positions, since the company isn't profitable. For those who are more risk-averse, nuclear energy exchange-traded funds (ETFs) or rare-earth ETFs that include Energy Fuels among their holdings may be better options.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Poised to end August on an auspicious note, shares of Science Applications International (NASDAQ: SAIC) are rising following the company's reporting of second-quarter 2027 financial results this morning before the market opened.

As of 10:24 a.m. ET, shares of the digital solutions company are up 3.2%, retreating from an earlier 13.3% rise.

Image source: Getty Images.

Improved 2027 guidance has investors eager to pick up shares

Beating analysts' expectations of $1.76 billion, SAIC reported Q2 2027 sales of $1.88 billion, a 6% year-over-year increase. The bottom of the income statement also provided a surprise. While analysts anticipated SAIC would post adjusted earnings per share (EPS) of $2.31, SAIC reported adjusted EPS of $3.01.

In addition to the company's recent performance, management's upwardly revised fiscal 2027 guidance is providing another catalyst for SAIC stock's rise. Up from $7 billion to $7.2 billion, management now projects 2027 revenue of $7.2-$7.3 billion; moreover, adjusted diluted EPS guidance was raised to $10.65-$10.75 from $9.90-$10.10.

SAIC's fiscal 2027 free cash flow forecast -- at least $600 million -- remained unchanged.

Is it too late to pick up shares of SAIC?

Having received awards from several U.S. military branches and intelligence agencies last quarter, SAIC continues to deliver digital solutions that the U.S. government finds valuable. Fortunately for investors seeking tech stock exposure, SAIC shares are available at a discount, trading at 8.1 times operating cash flow -- below their five-year average cash flow multiple of 10.4.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Soaring yesterday, Rubrik (NYSE: RBRK) stock ended Thursday's trading session 11% higher from Wednesday's close. Today, however, the cybersecurity stock is headed in the opposite direction, following the company's reporting of second-quarter 2027 financial results yesterday after the bell.

As of 1:48 p.m. ET, Rubrik shares are down 11.9%.

Image source: Getty Images.

Cash flow margins have contracted through the first half of the year -- and investors aren't happy

Reporting Q2 2027 revenue of $427.3 million, Rubrik exceeded analysts' expectations that it would post $396.3 million on the top line. Similarly, the company provided a surprise at the bottom of the income statement, reporting adjusted earnings per share (EPS) of $0.20 -- better than the $0.04 analysts had anticipated.

It's the cash flow statement that's leaving investors unsettled, though. In Q2 2027, Rubrik reported an operating cash flow margin of 18%, narrower than the 21% margin it reported in Q1 2027. Similarly, Rubrik reported a Q2 2027 free cash flow margin of 15% -- slimmer than the 19% margin it reported in the first quarter of fiscal 2027.

Should investors keep their distance from Rubrik stock now?

Rubrik stock might be tumbling today, but the sell-off is hardly evidence that the company's recent quarter was disappointing. Instead, investors should simply see the decline as an overreaction -- one that offers an attractive entry point for those seeking exposure to cybersecurity stocks.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Rubrik. The Motley Fool has a disclosure policy.

There was a lot to celebrate in Dycom Industries' (NYSE: DY) second-quarter 2027 earnings report, but the market chose not to break out the champagne. Instead, investors are focused on the report's weak spots and the numerous price target reductions issued in response to the financial results presentation.

According to data provided by S&P Global Market Intelligence, Dycom shares are down 21.6% from the close of trading last Friday through the close of Thursday's market session.

Image source: Getty Images.

A shrinking profit margin has investors reaching for the sell button

While Dycom beat analysts' revenue estimates -- it reported Q2 2027 revenue of $2.01 billion, while analysts anticipated $1.98 billion -- investors are placing greater emphasis on what's below the top line.

Dycom reported a narrower adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin for its communications segment: 13.6% compared to 14.9% for Q2 2026. On the company's conference call, management attributed the year-over-year contraction in the adjusted EBITDA margin to "investments to scale our operations, impacts on segment operating leverage from wireless projects deferred into next year, and cost pressure from fuel prices."

Besides the earnings report, investors are reacting this week to analysts' lowered price targets on Dycom stock. Of the numerous reductions, some of the more notable actions come from KeyBanc, which lowered its price target to $423 from $610, and Cantor Fitzgerald, which dropped its price target to $476 from $654.

What's an investor to do now?

While Dycom's lower adjusted EBITDA margin and the lower price targets may be disconcerting, investors should hardly be running for the hills now. The company's backlog grew to a record $12.2 billion, and it generated $37.9 billion in free cash flow, up from $18.4 billion in Q2 2026. Contrarian investors have good reason to take a closer look at this industrials stock during the current sell-off.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Heating up in August, shares of Salesforce (NYSE: CRM) had rocketed 13.7% higher from the end of July through the close of trading last Friday. And the upward trend seems likely to extend through this week, with the cloud computing company reporting strong financial results and guidance yesterday.

According to data provided by S&P Global Market Intelligence, shares of Salesforce are up 19.6% from the close of last Friday's market session through 2:35 p.m. ET today.

Image source: Getty Images.

Management sees stronger growth in 2027 than previously thought

Beating analysts' expectations that it would report Q2 2027 sales of $11.32 billion, Salesforce posted $11.35 on the top line. Plus, the company beat on the bottom line, where analysts anticipated earnings per share (EPS) of $3.27, as it posted diluted EPS of $4.29.

In addition to Salesforce's recent performance, investors are celebrating the company's improved outlook for fiscal 2027. Yesterday, management hiked its fiscal 2027 revenue guidance to $46.1 billion to $46.4 billion from $45.9 billion to $46.2 billion and diluted EPS guidance to $10.21 to $10.25 from $7.93 to $7.99.

Responding to the company's improved outlook, analysts have taken a more bullish stance on Salesforce stock. Some of the more notable actions include Jefferies, which raised its price target to $300 from $250, and Raymond James, which boosted its price target to $310 from $290.

This cloud stock is hanging on the discount rack

While Salesforce stock has rocketed higher in August, those interested in the cloud computing stock shouldn't feel that it's too late to pick up shares. Changing hands at 12.1 times operating cash flow, Salesforce stock is available at a discount to its five-year average cash flow multiple of 18.3. Compound this with management's upwardly revised guidance (which should allay the concerns that the company's growth would wane in 2027) and the stock looks like a great buying opportunity now.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Jefferies Financial Group and Salesforce. The Motley Fool has a disclosure policy.

It's been a rough week for Nutanix (NASDAQ: NTNX) stock. Before today, shares of the cloud stock had closed lower than in each of the previous market sessions. That trend, however, doesn't seem likely to continue. With the company reporting fourth-quarter 2026 financial results and strong fiscal 2027 guidance yesterday after the market closed, investors have found plenty of reason to click the buy button.

As of 10:54 a.m. ET, shares of Nutanix are up 6.9%, retreating from an earlier 13.8% rise.

Image source: Getty Images.

Growing free cash flow is just part of the story

Beating analysts' estimates of $738.3 million, Nutanix reported Q4 2026 revenue of $757.1 million, a 16% year-over-year increase. At the bottom of the income statement, the company also exceeded expectations, reporting diluted earnings per share of $0.60 -- better than the $0.49 that analysts anticipated.

Nutanix also reported stronger free cash flow. In Q4 2026, the company generated $277.6 million in free cash flow, up from $207.8 million in the same period last year.

In addition to the Q4 2026 financial results, management provided an auspicious outlook for fiscal 2027: revenue of $3.18 billion to $3.23 billion and free cash flow of $850 million to $950 million. For fiscal 2026, Nutanix reported revenue and free cash flow of $2.85 billion and $840.7 million, respectively.

What's a cloud investor to do now?

While Nutanix's stock is jumping today, those interested in cloud computing stocks haven't missed the boat. Shares of Nutanix are changing hands at 24.8 times operating cash flow -- a valuation that may seem pricey but is, in fact, lower than their five-year average cash flow multiple of 36.4.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool recommends Nutanix. The Motley Fool has a disclosure policy.

From reporting record-breaking financial results to projecting continued growth in 2026, Bloom Energy (NYSE: BE) has provided investors with plenty to celebrate recently. The market clearly noticed, fueling a 321% rise in the power generation company's shares over the past year.

But with the market's seemingly voracious appetite for Bloom Energy stock, many are now reluctant to buy shares, believing there's little more room to run. Fortunately, there's a hydrogen-focused exchange-traded fund (ETF) that offers exposure to Bloom Energy and a variety of other hydrogen and fuel cell stocks.

Image source: Getty Images.

Bloom's bottom line has blossomed in 2026

It's understandable why Bloom stock has flourished over the past year. While the company has consistently generated gross profit, it has failed to report positive net income. This changed in 2026, however, as it reported diluted earnings per share (EPS) of $0.23 in the first quarter and $0.62 in the second quarter.

Plus, management is optimistic that the company will continue to thrive in 2026. In its second-quarter earnings report, Bloom guided for 2026 revenue of $3.9 billion to $4.2 billion and adjusted operating income of $800 million to $900 million. Should the company achieve the midpoints of both metrics, it will mean year-over-year revenue growth of 100% and adjusted operating income growth of 285%.

Exposure to Bloom stock is just part of this ETF's allure

As a result of Bloom stock's recent climb, shares are trading at a considerable premium to their historical valuation. Whereas Bloom stock has a five-year average price-to-sales multiple of 3.3, it's now valued at 18.5 times trailing sales. Couple this with the fact that Bloom is changing hands at 265 times trailing earnings, and it's unsurprising why some are balking at the chance to buy Bloom stock.

For comprehensive exposure to the hydrogen and fuel cell industry, the Global X Hydrogen ETF (NASDAQ: HYDR) is a great alternative choice for investors. Those hesitant to buy Bloom stock can still gain exposure through the Global X Hydrogen ETF, as Bloom is the fund's largest holding at 13.4%.

Through its 25 holdings, the fund provides exposure to a variety of other notable names in the hydrogen industry. Plug Power stock, for example, is the second-largest position with a 10.9% weighting, while FuelCell Energy has a 6.3% weighting.

The Global X Hydrogen ETF has $103 million in assets under management and a 0.50% expense ratio.

Recognize this before powering your portfolio with this ETF

Down about 42% from its 52-week high, Bloom Energy stock may look attractive to some, but it's important to be mindful of the steep valuation. Whether you're a value investor or simply someone interested in broad exposure to hydrogen stocks, a hydrogen ETF like the Global X Hydrogen ETF represents a great route to industry exposure.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bloom Energy. The Motley Fool has a disclosure policy.

Recovering from a 7.6% slide early in today's market session, nCino (NASDAQ: NCNO) stock is in positive territory. The tech company, which provides a platform for agentic artificial intelligence (AI) banking, announced second-quarter 2027 financial results yesterday after the bell rang, and investors -- after digging beyond the headline figures -- seem happy with the company's report.

As of 10:53 a.m, ET, shares of nCino are up 2.7%.

Image source: Getty Images.

There's more to the quarter than failing to meet analysts' profit expectations

Coming up shy of the $0.27 earnings per share (EPS) that analysts anticipated, nCino reported Q2 2027 EPS of $0.05. Evidently, this shortcoming was sufficient to drive a mild sell-off when the market opened this morning.

At the top of the income statement, however, the company delivered a surprise, reporting Q2 2027 sales of $161 million -- better than the $159.2 million expected by analysts.

Management's upwardly revised guidance for a more auspicious fiscal 2027 is also contributing to the stock's rise today. Whereas the company had originally projected fiscal 2027 revenue of $642 million to $646 million, it now expects $644 million to $647 million. Cash flow is also expected to be better than previously expected. Management now forecasts free cash flow of $137 million to $142 million -- better than the original guidance of $135 million to $140 million.

What's an AI investor to do now?

While nCino stock is bumping higher today, those interested in the AI stock shouldn't feel that shares are now too expensive. Trading at 3.7 times sales, nCino stock is available at a discount to its five-year average sales multiple of 6.7.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Bouncing back from the 3.3% slide it experienced from the end of trading on Friday through the close of yesterday's market session, Marvell Technology (NASDAQ: MRVL) stock is rising today. With two firms boosting their price targets, investors are clearly motivated to load up on shares of the artificial intelligence (AI) infrastructure company.

As of 11:54 a.m. ET, shares of Marvell are up 5.7%.

Image source: Getty Images.

Two price target raises for Tuesday

Maintaining a buy rating, Sajal Dogra, an analyst at Rosenblatt, hiked the price target on Marvell to $300 from $240. According to Thefly.com, Rosenblatt believes the company will report "another beat-and-raise" quarter when it announces second-quarter 2027 financial results on Thursday.

The second price target hike comes from Susquehanna, which raised its target to $265 from $230 while maintaining a positive rating on the stock. Thefly.com reported that Susquehanna also expects Marvell to upwardly revise its fiscal 2027 target for Inphi, believing Inphi's momentum will be sustained by continued growth in AI networking.

Based on Marvell's closing price of $229.29 yesterday, the Rosenblatt and Susquehanna price targets imply upside of 31% and 16%, respectively.

Don't forget to focus on the financials

For those who have Marvell stock on their radars, it's critical to remember that the foundation of a sound investment thesis is the company's financial health -- not analysts' price targets. Therefore, reviewing the company's Q2 2027 financial results is essential. Look for the company to achieve its forecast, reporting revenue of about $2.7 billion and diluted earnings per share of $0.32 to $0.42. Of course, this is only one step in performing the necessary due diligence before buying this AI stock -- though it's an important one.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Marvell Technology. The Motley Fool has a disclosure policy.

Shares of Hecla Mining (NYSE: HL) have been red hot in August. Before the start of this week, shares of the precious metals mining company had risen 30.1% since the beginning of August. The upward trajectory continues this week as gold and silver prices rise.

According to data provided by S&P Global Market Intelligence, shares of Hecla Mining are up 13.3% from the end of trading last Friday through the close of today's market session.

Image source: Getty Images.

An attempt to lower yields makes gold glitter brightly in investors' eyes

On Wednesday, the U.S. Treasury announced plans to implement measures intended to curb the rising yields on government bonds. As a result of the announcement, gold and silver prices accelerated higher -- a common dynamic in which investors rush to buy precious metals (and send their prices higher) when they suspect that Treasury yields will fall.

From the close of trading on Friday through the close of today's session, the prices of gold and silver have risen 2.4% and 4.7%, respectively.

In 2026, Hecla Mining projects gold production of 51,000 to 55,000 ounces and silver production of 15.1 to 16.1 million ounces.

Is it too late to load up on Hecla Mining stock?

For those mining the market for opportunities to invest in precious metals stocks, Hecla Mining is a great option right now -- even with shares rising higher this week. Currently, Hecla Mining is changing hands at 15.8 times operating cash flow, representing a discount to its five-year average cash flow multiple of 17.4.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

After tumbling 8% lower yesterday from where they ended Monday's trading session, United States Antimony (NYSE: UAMY) stock is soaring today. Management sees a bargain opportunity to buy back shares of the mining stock, and investors are celebrating the decision.

As of 12:02 p.m. ET, shares of U.S. Antimony are up 9.4%.

Image source: Getty Images.

Digging into the details of the share buyback plan

U.S. Antimony reported in a regulatory filing today that its board of directors has approved a share repurchase program that allows it to repurchase up to $100 million of its outstanding common stock.

Addressing management's decision, Gary Evans, chairman and CEO of U.S. Antimony, stated, "In light of the future potential of the Company's current activities and after a thorough review by the Board of Directors, it was determined by unanimous consent, that the price of USAC's [United States Antimony Company's] common stock was deemed to be undervalued and the Company should implement the share repurchase program today."

Is it too late to load up on U.S. Antimony stock?

While management recognizes that U.S. Antimony stock is undervalued right now, investors shouldn't immediately assume it's time to click the buy button. With the company failing to generate organic cash flow -- it reported negative $20.7 million in cash from operations in the first six months of 2026 -- it seems management is making a bold choice by repurchasing shares rather than retaining the cash as it pursues development of its growth projects. At this point, only investors with higher risk tolerances should consider positions in this mining stock.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Reporting fourth-quarter 2026 financial results yesterday after the bell rang, Mercury Systems (NASDAQ: MRCY) gave investors plenty to celebrate. In addition to beating analysts' revenue expectations, the aerospace and defense company set several records during the quarter. Investors, however, are uninterested, focusing on another cause for concern instead.

As of 11:30 a.m. ET, shares of Mercury Systems are down 6.4%.

Image source: Getty Images.

Margin contraction is sufficient fodder for the bears

Coming up just shy of the adjusted earnings per share (EPS) of $0.38 that analysts expected, Mercury Systems reported adjusted EPS of $0.37, a decline from the $0.47 that it reported during the same period last year.

Besides the Mercury's declining profit, investors are balking at the company's narrower margins. In Q4 2026, Mercury's operating margin contracted to 5% from 8.6% during the same period in 2025. Similarly, Mercury reported a slimmer profit margin in the last quarter of fiscal 2026, at 0.3%, compared with 8.6% in Q4 2025.

Booking Q4 2026 revenue of $289.8 million, Mercury Systems set a new company quarterly sales record and blew past the $266.4 million that analysts anticipated. The company also succeeded in expanding its backlog to $1.9 billion as of July 3, about $540 million higher than where it was a year ago.

Does the current sell-off provide a buying opportunity?

While Mercury's growth in both sales and backlog is encouraging, investors are clearly concerned about the waning profitability. Add this to the fact that shares are trading at a steep valuation -- 70 times forward earnings -- and it's clear why investors feel that Mercury stock is too hot to handle right now. At this point, investors should watch Mercury from the sidelines and look for the company to make better progress toward converting its growing revenue into profits. In the meantime, there are plenty of other aerospace stocks to consider.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Exploding 451% higher, The Metals Company (NASDAQ: TMC) delivered one of the market's standout performances in 2025. With President Donald Trump signing executive orders to spur deep-sea mining in 2025, investors recognized the value in one of the industry's leaders, The Metals Company.

But shares haven't repeated their impressive performance in 2026. As of this writing, The Metals Company stock has plunged 35% year to date and is now down 65% from its 52-week high.

Image source: Getty Images.

This critical metals stock is caked in risk

On its surface, the bullish argument for The Metals Company is clear: It intends to harvest rocks from the seafloor to produce copper, nickel, manganese, and cobalt -- critical minerals in high demand for uses ranging from electric cars to defense applications.

The market, however, recognizes that the company still faces substantial headwinds. While the Trump Administration supports deep-sea mining, many politicians remain hesitant because the environmental consequences of this innovative practice are not fully understood. Should a shake-up in Washington, D.C., following an election occur, the political goodwill could fade and complicate the company's plans.

The lack of clarity from the International Seabed Authority (ISA), an intergovernmental organization that oversees activities on the seafloor, illustrates how the pushback against deep-sea mining extends to other nations. Established in 1994, the ISA has failed to develop a regulatory framework for deep-sea mining, concluding its July meeting without one.

At the end of June, The Metals Company had $98.7 million in cash, which management believes could meet working capital and capital expenditures through June 2027. Since the company isn't generating organic cash, investors are likely concerned about the prospect of the company weighing down its balance sheet with debt or raising capital by issuing equity to keep the lights on.

What should investors do now?

The drop in The Metals Company stock is unsurprising, with exuberance over the executive orders fading and reality setting in that the company's success in commencing operations is hardly guaranteed. Potential investors should tread carefully, as this mining stock remains at the high end of the risk spectrum.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

You don't need a green thumb to recognize that Bloom Energy (NYSE: BE) stock has blossomed over the past year -- and for good reason, too. For some time, the belief that fuel cells and hydrogen stocks represented robust growth opportunities propelled them to incredible heights. Many of these companies, however, are still waiting to demonstrate that the fuel cell and hydrogen business can be profitable.

But not Bloom Energy. The company has demonstrated the viability of its renewable energy initiatives this year, and its shares have soared in response.

Image source: Getty Images.

Profitability reached an inflection point in 2026

While Bloom Energy has consistently generated gross profits over several years, the bottom line has remained in the red. Most recently, Bloom reported losses per share of $0.37 in 2025 and $0.13 in 2024. In the first two quarters of 2026, though, the bottom line shifted to the positive. Bloom reported diluted earnings per share of $0.62 in Q2 and $0.23 in Q1.

In addition to the shift toward profitability, management's optimistic revenue outlook has fueled bullish enthusiasm. In addition to reporting Q2 2026 financial results in July, Bloom Energy raised its 2026 revenue guidance to $3.9 billion to $4.2 billion from $3.4 billion to $3.8 billion. Should the company achieve the midpoint of the revised guidance, it will represent year-over-year growth of mearly 100%.

Bloom stock has soared since last summer

For investors who planted the seeds of a Bloom investment in their portfolios last summer, the returns have been quite fruitful. Those who bought $2,000 of Bloom stock when it touched its 52-week low of $40.56 on Aug. 20, 2025, have seen their positions grow to $11,647 as of the close of trading on Aug. 13, 2026.

Does Bloom stock still have growth potential in its tank?

While there's considerable hype surrounding data centers embracing nuclear power to meet the sizable power demands of artificial intelligence (AI), small modular reactor (SMR) developers are still awaiting the necessary regulatory licenses to commence commercial operations. Bloom Energy, on the other hand, is proving the allure of fuel cells as a viable power source for data centers -- one that can be implemented now.

Lauding this fact, KR Sridhar, Bloom Energy's CEO and founder, stated in the Q2 2026 press release: "Today, all the major U.S. hyperscalers and over a dozen U.S. neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories. Bloom is now a standard for AI onsite power."

For investors seeking exposure to hydrogen but hesitant to load up on Bloom Energy after its recent rise, several hydrogen exchange-traded funds (ETFs) offer compelling opportunities.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bloom Energy. The Motley Fool has a disclosure policy.

Starting the week on an inauspicious note, L3Harris Technologies (NYSE: LHX) stock is shining brightly on bears' radars today. With the company announcing an unexpected shake-up in the management team, investors have found sufficient motivation to exit their positions in the defense contractor.

As of 2:43 p.m. ET, shares of L3Harris are down 4%.

Image source: Getty Images.

Investors are unsettled as new leadership takes shape

L3Harris announced this morning that its board of directors has appointed Sam Mehta as president and chief executive officer and as a member of the board. Moreover, Lewis Hay III, the company's lead independent director, will step in as the board's new independent chairman. Before these new appointments, Christopher Kubasik had served as chairman and CEO as well as a board member.

According to the press release that L3Harris issued regarding the C-suite changes, the company "became aware of certain conduct by Kubasik that was not consistent with the values of the Company as outlined in its Code of Conduct." While L3Harris didn't specify the exact nature, the company commented that the conduct was unrelated to "financial reporting, controls, customer relationships or operational performance."

In addition, L3Harris reaffirmed several aspects of its 2026 forecast, including revenue of $23.2 billion to $23.7 billion and free cash flow of $3 billion.

What's an investor to do now?

Unsurprisingly, an abrupt change in the C-suite is motivating investors to exit their positions in L3Harris Technologies stock today. The market hates uncertainty, and it seems that, despite the company's insistence that Kubasik's conduct didn't involve malfeasance in the company's financial reporting -- or other important aspects of the company's business -- it's enough to raise doubts in investors' minds.

While it may be hasty for current shareholders to click the sell button, it would be wise for them to closely monitor upcoming financial reports to ensure that the company is on track to achieve 2026 guidance. Fortunately for those who are still unnerved by the recent developments, there are plenty of other defense stocks to consider for industry exposure.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends L3Harris Technologies. The Motley Fool has a disclosure policy.

After soaring on Friday, Unusual Machines (NYSEMKT: UMAC) stock is losing altitude today. Despite an analyst's increasingly optimistic take on the drone company's stock, the market is unimpressed, choosing to click the sell button instead -- a dynamic that may confuse some, considering the company hasn't reported anything negative today.

As of 10:38 a.m, ET, shares of Unusual Machines are down 7.8%, paring back an earlier 10.3% loss.

Image source: Getty Images.

After soaring to a new high, shares are heading back to Earth

Setting a new 52-week high on Friday, Unusual Machines' stock benefited from President Trump's decision to impose new tariffs on imported drones and drone components. Shares of the drone company, which is based in the United States, hit an intraday high of $34.93 on Friday -- a high-water mark over the past year.

With shares of Unusual Machines rocketing more than 167% higher from the start of the year through the end of Friday's market session -- and with no negative news that the company has reported or any other apparent catalyst -- it seems that investors are simply complacent to collect profits today.

While Unusual Machines' stock raced higher on Friday, one analyst still sees upside. This morning, Ashok Kumar, a ThinkEquity analyst, lifted the price target on Unusual Machines stock to $35 from $25, maintaining a buy rating.

Should investors buy the dip?

Although there's clear appeal to Unusual Machines stock, given its advantage as a provider of made-in-America drones, the company remains consistently unprofitable, making it unappealing to those who have lower risk tolerances. For more conservative investors seeking exposure to drone stocks, it's best to watch this stock from the sidelines.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

For only the second time as a public company, REalloys (NASDAQ: ALOY) reported quarterly financial results yesterday after the market closed. The rare-earth company, which completed its business merger in May, reported year-over-year top-line growth, though it reported a steeper loss than last year. Suffice it to say, the market's impressed with the company's performance.

Shares of REalloys rose 13.7% today, after retreating from an earlier 18.5% gain.

Image source: Getty Images.

Major developments are arriving in the third quarter

Growing revenue 83% year-over-year, REalloys reported sales of $0.8 million in Q2 2026. Management attributes the top-line growth to PMT Critical Metals (which REalloys acquired in March) selling rare-earth metals and materials from its Euclid, Ohio, facility.

In Q2 206, REalloys reported a net loss of $36.8 million, steeper than the $2.2 million net loss it incurred during the same period last year. According to management, this resulted from $32.1 million of non-cash stock-based compensation related to the company's

Besides the recent performance, investors are celebrating what lies ahead for REalloys. The company reported that it has fully funded the planned upgrade of the SRC's Rare Earth Processing Facility, where it plans on holding advanced separation trials using recycled mixed rare-earth oxide feedstock before the end of the year -- an important step as the company plans on commencing commercial intake of neodymium-praseodymium metal and dysprosium/terbium oxides in the third quarter of 2027.

Is REalloys stock a buy now?

Of the various rare-earth mining stocks that have soared in popularity over the past year, REalloys is one of the newest options -- and one of the more speculative ones. The company is in the midst of developing several growth projects, making it best suited for those comfortable with a more speculative investment.

Scott Levine has positions in REalloys. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Announcing financial results for the first time as a public company this week, Fervo Energy (NASDAQ: FRVO) reported second-quarter 2026 earnings results on Wednesday. While the geothermal energy company exceeded expectations in one regard, it came up way short in another. The mixed report, coupled with a firm providing a less auspicious price target, is powering the bears' feeding frenzy.

As of 10:20 a.m. ET, shares of Fervo Energy were down 21.4% since the end of last Friday's market session, according to data provided by S&P Global Market Intelligence.

Image source: Getty Images.

Developing geothermal assets doesn't come cheap

Reporting revenue of $0.1 million, Fervus exceeded analysts' expectations of $0.04 million. On its surface, the top-line surprise was a positive, but investors who dug a little deeper found that, in reality, it wasn't much to celebrate.

In the quarterly filing, Fervus states that the revenue consisted of fees related to geothermal production -- inconsequential considering the company has not yet commenced operations.

Failing to meet analysts' expectations of a $0.07 loss per share, Fervus reported a $0.38 loss per share, which management attributed, in part, to $8.2 million in employee-related expenses as the company expanded its workforce.

In addition to Fervus's financial report, a firm's lowered expectations contributed further to the sell-off. On Thursday, Baird dropped its price target on Fervus stock to $35 from $50.

Has a buying opportunity emerged following the fall in Fervus stock?

Shortly after its initial public offering on May 13, Fervus stock shot up to over $40. With this week's sell-off, investors have a chance to pick up the stock at a much more attractive price, though. Before investing in Fervus, however, investors must conduct due diligence and ensure they're comfortable with the more speculative nature of the investment, as the company hasn't commenced commercial geothermal operations. Fortunately for renewable energy stock enthusiasts, there are plenty of other options to consider.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Extending the 16.4% rise in 2025, the S&P 500 has roared 13.3% higher since the start of the year as of this writing. While investors are undoubtedly happy with the market's performance, plenty recognize that the party can't go on forever and believe a downturn is right around the corner.

Savvy investors know that market pullbacks are inevitable, and while they may be painful in the short term, a little planning can help fortify your portfolio. Fortunately for those committed to strengthening their holdings, there's a leading consumer goods stock hanging on the discount rack.

Image source: Getty Images.

A prodigious portfolio of household brands

Long gone are the days when the company solely operated as a soap and candle business. Nowadays, 189 years later, Procter & Gamble (NYSE: PG) is a consumer goods powerhouse with widely recognized brands across family care, grooming, baby care, and beauty (among others).

During market downturns, people will curb many spending habits -- cutting back on trips to their favorite restaurants and purchases of luxury items, for example -- so they can more easily afford staples like baby diapers, laundry detergent, and personal hygiene products. Investors often choose consumer staples stocks to fortify their portfolios during periods of economic slowdown.

For this reason, the stock is especially alluring, since P&G owns many of the leading brands found in homes -- from baby care names like Luvs and Pampers to grooming brands such as Gillette and Venus to laundry leaders like Tide and Downy.

This Dividend King is a royal choice to supplement your passive income stream

In addition to those who recognize P&G's allure as a blue chip stock that can fortify one's portfolio, P&G is renowned among income investors as a Dividend King, a company that has raised its dividend for more than 50 consecutive years. In fact, P&G is one of the leaders among Dividend Kings, stringing together a streak of 70 straight years of dividend hikes. As if that's not impressive enough, consider that the company has paid dividends for the past 136 years.

Skeptics who need further reassurance that P&G is a compelling dividend stock to weather a market downturn will find their concerns assuaged by management's clear commitment to balancing the company's financial health with rewarding investors. From 2016 through 2025 -- a period during which there have been several market downturns -- P&G has maintained its dividend-paying streak while averaging a conservative 75.7% payout ratio.

Now's the time to put P&G stock in your shopping cart

Whether it happens in the coming weeks or further in the future, there's no denying that a market downturn will eventually occur. Unnerving as it may be, it's part and parcel of investing, so the challenge is how best to prepare for it. Fortunately, there are plenty of strategies to implement, and investing in reliable dividend stocks like P&G is certainly one.

With P&G stock trading at 22.1 times trailing earnings, a discount to their five-year average price-to-earnings of 25.2, today is a great time to consider loading up with the stock hanging on the discount rack.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

The dog days of summer are taking a bite out of United States Antimony (NYSE: UAMY) today. The mining company announced its second-quarter 2026 financial results yesterday after the market closed, and investors are clearly displeased with the results.

As of 11:44 a.m ET, shares of U.S. Antimony are down 23.5%.

Image source: Getty Images.

Coming up short of expectations is just part of the problem

Reporting Q2 2025 revenue of $7.9 million (a 24.8% year-over-year decrease), U.S. Antimony came up considerably short of analysts' expectations that it would post $21.7 million on the top line.

Although the company reported a 26% year-over-year increase in the pounds of antimony it sold during the quarter, revenue declined due to an average selling price that was about 52% lower than the same period last year.

The company's less auspicious 2026 outlook was another catalyst for the stock's drop. Whereas the original 2026 revenue guidance was $125 million, the company now projects sales of $65 million to $75 million. According to management, several factors have figured into the decision to slash revenue guidance -- one of them being the steep decline in antimony prices -- from $28 per pound (when the original guidance was provided) to about $10.50 per pound in the spot market during Q2.

Another source of concern for the bulls occurred today, when H.C. Wainwright downwardly revised its price target on U.S. Antimony to $9.25 from $11.75.

Is today's sell-off a buying opportunity?

While the plunge in U.S. Antimony stock is surely disconcerting for shareholders, it's important to recognize that the company reported nothing devastating yesterday. Enduring the pain of declining commodity prices and their subsequent effects on mining companies' financials is an unavoidable part of investing in mining stocks. With U.S. Antimony continuing to represent a compelling path to exposure to antimony, a critical mineral not produced by many American companies, today's decline presents a great opportunity to load up on shares.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

With energy prices creeping higher, investors are paying close attention to renewable fuels stocks like Clean Energy Fuels (NASDAQ: CLNE). The company reported second-quarter 2026 financial results this morning, and the market is clearly impressed by its recent performance.

As of 2:59 p.m. ET, shares of Clean Energy Fuels are up 6.8%, retreating from an earlier rise of 11.2%.

Image source: Getty Images.

Another better-than-expected report is fueling the bulls' interest

Reporting Q2 206 revenue of $106.4 million, Clean Energy Fuels exceeded the $104.7 million that analysts had anticipated. The top-line beat is the company's second in 2026. In the first quarter, Clean Energy Fuels posted sales of $117.6 million, surpassing the analysts' estimate of $97.9 million.

At the bottom of the income statement, Clean Energy Fuels reported adjusted earnings per share of negative $0.01, meeting analysts' expectations.

In addition to the report of its recent performance, management's confidence that the company's upstream business -- renewable natural gas production -- will grow in profitability this year is providing the bulls with additional fodder to feast on. Management projects that the upstream business will provide 2026 adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $3 million to $5.1 million, an improvement over the adjusted EBITDA of negative $12 million that it represented in 2025.

Should you power your portfolio with Clean Energy Fuels now?

With energy markets exhibiting significant volatility, many investors have been looking to renewable energy stocks to diversify their energy exposure. For those interested in the opportunity Clean Energy Fuels offers, now's a great time to load up on the stock, with shares trading at 5.8 times forward earnings.

Scott Levine has positions in Clean Energy Fuels. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

After a 6.8% decline last week, shares of Calumet (NASDAQ: CLMT) are racing higher today. With an analyst taking a more bullish stance on Calumet stock, investors have been motivated to pick up shares of the renewable fuels producer.

As of 2:36 p.m. ET, Calumet stock is up 15.2%.

Image source: Getty Images.

Free cash flow figures prominently into this new opinion

Maintaining a buy rating, Bank of America lifted its price target on Calumet stock to $45 from $38. According to Thefly.com, the firm based its more bullish price target on the recognition that Calumet is strengthening its balance sheet through stronger free cash flow, which is helping the company to retire debt.

Based on Calumet's Friday closing price of $39.48, the new Bank of America price target implies 14% upside.

Calumet generated about $54 million in free cash flow during Q2 2026. This supported the company's retiring $115 million in debt last month.

Efforts to continue strengthening the company's financial health by shoring up its balance sheet may extend into future quarters. In its Q2 2026 financial results press release, Calumet states that it "remains focused on strong operations and continued use of cash from operations to pay down debt in future periods."

What's an investor to do now?

While Bank of America's higher price target for Calumet is worth acknowledging, investors should recognize that the stock is hardly a screaming buy right now. Shares have soared 127% year-to-date as of this writing, and they're still priced at a premium to their five-year average price-to-sales multiple of 0.33, trading currently at 0.75 times sales. Fortunately for those with a hankering for a chemical stock investment, there are plenty of other choices to consider.

Bank of America is an advertising partner of Motley Fool Money. Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

After trading flat last week, Sandisk (NASDAQ: SNDK) stock is starting this week off on an auspicious note. With a firm shifting its perspective on Sandisk stock, investors are finding sufficient motivation to pick up shares of the memory stock.

As of 12:22 p.m. ET, shares of Sandisk are up 3.3%, retreating from an earlier rise of 5.4%.

Image source: Getty Images.

The stock's pullback is only part of the reason for the new outlook

Taking a more bullish stance, Argus upgraded Sandisk stock to buy from hold this morning.

According to Thefly.com, Argus based its decision on Sandisk stock dropping $500 from where it was at when the firm initiated coverage, as well as the fact that the company's is producing strong financial results.

Last week, Sandisk reported better-than-expected fourth-quarter 2026 financial results that included revenue of $8.97 billion and adjusted earnings per share (EPS) of $39.25. Analysts had anticipated sales of $8.4 billion and adjusted EPS of $34.51.

Immediately following the company posted its Q4 2026 financial results, analysts revisited their price targets -- both positively and negatively. Wells Fargo slashed its price target on Sandisk stock to $1,400 from $1,620, while Royal Bank of Canada's RBC Capital raised its price target to $1,300 from $1,000.

Is now the time to load up on Sandisk stock?

With the current crunch that data center operators are facing to secure adequate memory, it's no wonder that investors are turning increasing attention to memory stocks like Sandisk. Instead of emphasizing analysts' opinions, investors are better served to consider the company's strong fundamentals and the stock's reasonable valuation: 18.9 times forward earnings. For memory stock-focused investors interested in a more circumspect approach, however, a semiconductor ETF that includes leading memory stocks will be a better option.

Wells Fargo is an advertising partner of Motley Fool Money. Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

While the dog days of summer may be taking a bite out of some stocks today, Fluor (NYSE: FLR) stock is flourishing. Shares of the construction and engineering stock soared to a new 52-week high this morning as investors celebrated the company's second-quarter 2026 financial results, reported yesterday after the market closed.

As of 11:24 a.m. ET, Fluor shares are up 16.5%.

Image source: Getty Images.

Fluor flew past analysts' expectations -- and that's just part of the story

Growing revenue 9% year-over-year, Fluor reported sales of $4.3 billion in Q2 2026. The company also achieved strong profit growth, reporting adjusted earnings per share (EPS) of $0.91, about 112% higher than the $0.43 it reported during the same period last year.

Analysts had anticipated Fluor posting revenue of $3.9 billion and adjusted EPS of $0.70.

In addition to growth at the top and bottom of the income statement, Fluor increased the awards it received last quarter to $6.1 billion, up from $1.8 billion in the same period last year. The company's urban solutions business increased new awards to $3.2 billion in Q2 2026 from $0.9 billion in Q2 2025, driven by a fertilizer project in Canada, an incremental life sciences award in the U.S., and an infrastructure project in Europe.

Should investors look to Fluor stock to build a better portfolio?

With Fluor crushing analysts' Q2 2026 expectations, it's unsurprising that the infrastructure stock is ripping higher today. Potential investors may want to wait for a pullback before proceeding with a purchase at this point, though, holding off until the initial exuberance for the company's strong financial results wears off.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Ending the week on an auspicious note, Tower Semiconductor (NASDAQ: TSEM) stock is jumping higher this morning. Investors are rushing to click the buy button on Tower stock after a firm revealed a strongly bullish outlook for the semiconductor stock.

As of 11:15 a.m. ET, Tower shares are up 8.9%.

Image source: Getty Images.

One firm sees Tower stock continuing to rise

Initiating coverage with a buy rating, Bank of America set a price target of $367 on Tower stock today.

Based on Tower's closing price of $224.70 yesterday, the Bank of America price target implies 63% upside.

According to Thefly.com, Bank of America estimates that Tower has a "market-leading" share in manufacturing silicon photonics (SiPho) integrated circuits used with pluggable transceivers in data centers specializing in artificial intelligence (AI) computing. Moreover, Bank of America projects that SiPho revenue will double in 2026 and could grow further in 2027 and beyond.

Earlier this week, Tower announced second-quarter 2026 financial results, including record revenue of $460 million, a 24% year-over-year increase. It also reported record net income climbed 95% year-over-year to $91 million in Q2 2026 (excluding non-recurring items).

Is it too late now to pick up Tower shares?

While Bank of America recognizes significant upside in Tower stock, investors need to note that shares are currently trading at a premium to their historical valuation. Whereas the five-year average price-to-earnings ratio for Tower stock is 17.3, shares are now trading at 88.8 times trailing earnings. For those undeterred by the steep price tag, Tower's strong SiPho market share makes it worthy of further investigation. Fortunately for those who find the stock's valuation unalluring, there are plenty of other leading semiconductor stocks to consider.

Bank of America is an advertising partner of Motley Fool Money. Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

With NRG Energy (NYSE: NRG) stock tumbling more than 8% in July, investors surely hoped that the company's reporting of its second-quarter 2026 financial results on Tuesday would help the stock recover from last month's decline. It didn't come to pass, though, as the electric utility failed to inspire the bulls.

According to data provided by S&P Global Market Intelligence, shares of NRG Energy are down 9.8% from the end of trading on Friday through 11:50 a.m. today.

Image source: Getty Images.

Failing to meet analysts' estimates is just one factor figuring into the stock's fall

Reporting second-quarter 2026 revenue of $7.48 billion, NRG Energy failed to meet analysts' expectations of $7.79 billlion.

The company also missed at the bottom of the income statement, posting adjusted earnings per share (EPS) of $1.49 -- coming up short of the the $1.74 that analysts anticipated.

Following the company's announcement of its financial results, two analysts pared back their expectations for NRG stock. Nicholas Amicucci, an Evercore analyst, reduced his price target to $195 from $215, while Bank of Nova Scotia analyst Andrew Weisel lowered his to $211 from $226.

Income investors may want to jump in as shares continue to sell off

Analysts may see a little less upside in NRG Energy stock, but that shouldn't preclude income investors from taking a closer look as the company powers ahead with a plan to seize the opportunity in data center development.

Currently, NRG Energy stock offers a 1.6% forward yield, and it's 48% payout ratio suggests management isn't jeopardizing the company's financial health to reward shareholders. For those looking to power their passive income streams with a conservative utility stock, NRG Energy is certainly worth further investigation during this week's pullback in the stock price.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Evercore and NRG Energy. The Motley Fool recommends Bank Of Nova Scotia. The Motley Fool has a disclosure policy.

There were high hopes that HubSpot (NYSE: HUBS) would report strong second-quarter 2026 financial results after the bell rang yesterday. With shares down more than 37% from the start of the year through the end of Wednesday's trading session, investors needed something to help the software stock pare back its 2026 decline. It didn't come to pass, though, as the stock is plunging today.

As of 11:00 a.m. ET, HubSpot shares are down 20.2%.

Image source: Getty Images.

Despite the company's strong performance, analysts are changing their tune

Reporting Q2 2026 revenue of $912 million, HubSpot beat analysts' expectations of $898 million. Similarly, the company posted adjusted earnings per share (EPS) of $3.26 -- better than the $3.02 that analysts anticipated.

But the company's strong performance was insufficient in analysts' eyes. In the wake of the company's report yesterday, several analysts downwardly revised their price targets on HubSpot stock this morning.

• Piper Sandler downgraded HubSpot to neutral from overweight and cut its price target to $220 from $250.
• Barclays lowered its price target to $240 from $270.
• Bernstein downgraded the stock to market perform from outperform and reduced its price target to $220 from $381.

According to Thefly.com, Piper Sandler based its actions on the recognition that HubSpot added only 7,000 net customers last quarter and expects to add 5,000 to 6,000 in the third quarter. Bernstein, on the other hand, has taken a more bearish view, believing that growth expectations have dwindled following the company's April revision of its go-to-market and pricing strategies.

Is now the time to load up on HubSpot stock?

Analysts may have soured on HubSpot stock, but investors are better off placing greater weight on the company's recent performance. In Q2 2026, HubSpot grew free cash flow 44% year-over-year to $168 million, and it projects free cash flow of $750 million in fiscal 2026, a 26% year-over-year gain. Those with HubSpot stock on their radars may find that now's the right time to take a contrarian approach and pick up shares.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends HubSpot. The Motley Fool recommends Barclays Plc. The Motley Fool has a disclosure policy.

It's certainly not what LL Cool J had in mind when he wrote the lyrics to Mama Said Knock You Out, but the opening lines, "Don't call it a comeback, I been here for years," certainly ring true with nuclear energy. After years of unpopularity, nuclear energy has seen a surge in interest as data center operators scramble to secure an adequate power supply to meet the high power demands of artificial intelligence (AI) computing.

From companies pioneering the development of advanced nuclear reactors to those providing the fuel that makes nuclear power possible, there are a variety of investment opportunities -- but one shines brighter than the rest.

Image source: Getty Images.

A winning nuclear (ETF) option

Unlike some exchange-traded funds (ETFs) that hold hundreds of securities, the VanEck Uranium and Nuclear ETF (NYSEMKT: NLR) holds only 29. But don't let its limited portfolio size fool you. The ETF holds a wide range of industry leaders, representing various links in the nuclear energy industry value chain.

As AI tools have soared in popularity, many data center operators have turned to companies developing small modular reactors (SMRs) to ensure an adequate power supply. Consequently, investors have a great opportunity to gain exposure to these industry leaders by investing in the fund, with NuScale Power and Oklo each holding a 4.5% and 4.3% weighting, respectively.

The ETF also includes established uranium mining companies and nuclear fuel stocks, which mitigates the risk of the more speculative stocks it holds. Cameco, a global leader in high-grade uranium production and a consistently profitable company, is the ETF's second-largest holding. Similarly, Centrus Energy has a prominent position with a 5.8% weighting, and it's one of the few companies that has received regulatory approval to produce the high-assay low-enriched uranium (HALEU) that next-generation nuclear reactors require.

Take a comprehensive approach to the nuclear renaissance

There's strong growth potential for many nuclear energy stocks, but substantial risks exist as many of these businesses aren't generating revenue yet. For those seeking a conservative approach to this burgeoning industry, the VanEck Uranium and Nuclear ETF is a great option.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cameco. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.

August has been good to United States Antimony (NYSE: UAMY) stock so far. On Monday and Tuesday, shares of the mining stock closed higher than where they ended during previous market sessions. And the trend continued today as investors responded bullishly to management's update on the company's mining activities.

Shares of U.S. Antimony closed 4.3% higher from yesterday's close, retreating from an earlier rise of 6.5%.

Image source: Getty Images.

The company foresees achieving a major milestone in 2026

In a thorough update of its mining activities in Alaska, Montana, and Canada, U.S. Antimony also stated that while it continues to work through its source of antimony material that it has procured from foreign sources, it projects that "2026 will be the first time we begin actually utilizing our own mined antimony ore to fulfill the contracted needs of our customers."

Addressing the merits of using antimony sourced from the company's own operations, Joseph Bardswich, U.S. Antimony executive vice president and Chief Mining Engineer, stated in the company's press release that "Company mined antimony provides assurance as to composition, and supply, simpler logistics and a lower cost that allows for overall improved margins."

With respect to recent activities, U.S. Antimony reported that it's advancing operations at Nolan Creek in Alaska, where it expects to begin mining for antimony and gold later this year. In Montana, where it conducts antimony mining operations, U.S. Antimony reported that it had resumed the excavation and trucking of material to the Radersburg Mill in late July after implementing safety measures at the request of the Montana Department of Environmental Quality.

Is it too late to buy U.S. Antimony stock?

Today's insight into the mining activities of U.S. Antimony was welcome news for shareholders as the company seems to be making steady progress toward antimony production. While the growth potential of this mining stock is considerable, given the limited number of U.S.-based antimony producers, only those with higher risk tolerances should consider taking positions, as the company remains unprofitable.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Reporting second-quarter 2026 financial results this morning before the market opened, SSR Mining (NASDAQ: SSRM) failed to post the top- and bottom-line results that analysts anticipated. Investors, however, don't seem overly concerned as there were plenty of other bright spots in the precious metals company's quarterly report.

As of 12:39 p.m. ET, SSR Mining shares are up 9.7%.

Image source: Getty Images.

Strong free cash flow is helping SSR Mining stock to glitter in investors' eyes

In Q2 2026, SSR Mining generated free cash flow of $50.3 million. This contributed to the company generating $299.1 million in the first half of 2026 -- notably higher than the $137.7 million that it reported in the first half of 2025. SSR Mining's strong free cash flow over the past two quarters is even more impressive when compared to the negative $125.7 million that it reported for the same period in 2024.

In addition to the $400 million in share buybacks in 2026, management announced the reinstatement of the dividend. After the February 2024 incident at its Copler mine (which it has subsequently sold) in Turkey, SSR Mining suspended dividend payments. Today, however, investors learned that the company will resume a quarterly dividend of $0.03, payable in September to holders of record at the close of business on Aug. 14.

SSR Mining reported Q2 2026 revenue of $443.8 million and adjusted earnings per share (EPS) of $0.66. Analysts had anticipated the company reporting sales of $464 million and adjusted EPS of $0.68.

Is it too late to buy SSR Mining stock?

While the market is impressed with SSR Mining's Q2 2026 financial results, investors who are looking for exposure to precious metals stocks shouldn't immediate rush to pick up shares. Value investors, for example, may find SSR Mining's current operating cash flow multiple of 6.8 unappealing, given its five-year average cash flow ratio of 5.9. Plus, with its new dividend providing a modest 0.4% forward yield, income investors will want to look elsewhere for more robust passive income opportunities.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

After trading flat yesterday, Gartner Inc. (NYSE: IT) stock is making a notable move higher today. The business intelligence specialist announced second-quarter 2026 financial results before the market opened this morning, and investors are clearly impressed with what Gartner reported.

As of 11:13 a.m. ET, shares of Gartner are up 15.9%.

Image source: Getty Images.

A drop in revenue isn't dissuading investors from clicking the buy button

Exceeding the expectations of analysts that it would report $1.65 billion on the top line, Gartner posted $1.68 billion in revenue for Q2 2026, a 0.6% year-over-yer decrease.

At the bottom of the income statement, the company reported even more surprising results. Gartner booked adjusted earnings per share (EPS) of $4.37, significantly better than the $3.73 that analysts had anticipated.

In addition to the Q2 2026 results, Gartner provided an update to 2026 guidance. Whereas it had originally forecast 2026 adjusted EPS of $13.25, it now forecasts $14. Plus, it raised 2026 free cash flow guidance to $1.19 billion from $1.16 billion.

Is it too late to buy Gartner stock?

Despite the major move in Gartner's stock, investors who have the tech stock on their radars have a great opportunity to buy now. The tech stock is currently sitting in the bargain bin. Currently, shares of Gartner are trading at 8.4 times operating cash flow, a deep discount to their five-year average cash flow multiple of 19.6.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy.

From quantum computing stocks to cutting-edge pharmaceutical stocks, there are plenty of tickers dominating the headlines thanks to the compelling narratives behind these companies.

But there's something to be said for tried-and-true companies with resilient business models that provide a solid financial footing for returning capital to shareholders year after year, decade after decade -- companies like American States Water (NYSE: AWR).

Image source: Getty Images.

Dividend growth as old as Disneyland

Not many companies can lay claim to paying dividends since 1931, but that's merely one of the feathers in the cap of utility stock American States Water, which provides water and wastewater treatment to more than 265,000 California residents and electric service to about 25,000 customers in the Golden State. It also provides contracted services to the U.S. government.

American States Water is steadfastly dedicated to growing its dividend. Since 1955, when Disneyland opened, it has raised its dividend annually -- a 71-year stretch. This makes it one of the longest-tenured Dividend Kings, companies that have raised their dividends for at least 50 consecutive years.

How does American States Water pull it off? Because the lion's share of its operating revenue comes from its regulated business (about 78% in Q1), management has excellent insight into future cash flows. This enables it to plan for capital expenditures such as infrastructure upgrades, acquisitions, and dividend payments.

Consistently growing dividends is enticing, but mean little if management jeopardizes the company's financial health. To this end, American States Water distinguishes itself. Over the past 10 years, the company has averaged a conservative payout ratio of 56.7%.

Is now the time to dip your toes into an American States Water investment?

There's no denying the excitement of tech stocks, but there's more to investing than simply identifying the most exhilarating opportunities. Portfolio diversification is one of the cornerstones of successful investing, and fortifying your holdings with a stalwart utility stock like American States Water can certainly help.

With shares trading at 18 times operating cash flow, a discount to their five-year average multiple of 10.3, now's a great time to consider a position.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Starting August off on a bullish note, Lindblad Expeditions (NASDAQ: LIND) stock is jumping today after the company reported strong second-quarter 2026 financial results.

As of 10:43 a.m. ET, shares of Lindblad, which provides land- and sea-based expeditions, are up 11.4%.

Image source: Getty Images.

It wasn't only the company's past performance that has investors excited

Beating analysts' expectations that it would report sales of $185.9 million, Lindblad posted Q2 2026 revenue of $199.2 million, a 19% year-over-year increase. The company also surpassed expectations at the bottom of the income statement, reporting a net loss per share of $0.02 -- better than the $0.11 analysts had anticipated.

Speaking to the company's impressive performance last quarter, Natalya Leahy, Lindblad's CEO, commented, "We achieved another record second-quarter net yield of $1,294 and 91% occupancy, our strongest second-quarter occupancy in a decade, while increasing capacity by 12%."

With respected to adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), Lindblad reported $32.5 million, representing year-over-year growth of 31%.

In addition to reviewing its recent performance, Lindblad provided insight into its expectations for 2026. Boosting its revenue guidance, Lindblad projects sales of $830 million to $850 million -- up from prior guidance of $800 million to $830 million. The company maintained its 2026 adjusted EBITDA expectation: $130 million to $140 million.

Is it too late to pick up shares of Lindblad stock now?

While the company's strong performance last quarter and the upwardly revised revenue guidance are encouraging, those considering Lindblad stock right now should wait for a pullback. Shares hit a 52-week high today and are now valued at 247 times forward earnings. Fortunately, there are plenty of other travel and tourism stocks to consider right now.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool recommends Lindblad Expeditions. The Motley Fool has a disclosure policy.

Ending the month on an auspicious note, EPAM Systems (NYSE: EPAM) stock soared through the last week of July. With an analyst taking a more bullish stance on the software stock and the company reporting a new artificial intelligence (AI) collaboration, investors found plenty of reasons to pick up shares.

According to data provided by S&P Global Market Intelligence, shares of EPAM Systems rose 17.5% from the end of trading on July 24 through the close of yesterday's market session.

Image source: Getty Images.

Investors respond bullishly to a firm's new view

Maintaining a neutral rating, Citigroup lowered its price target on EPAM Systems stock to $100 from $112 on Monday. While the more tempered view of the stock's prospects seemed negative on the surface, investors interpreted the reduced price target as a glass-half-full view.

Shares of EPAM Systems closed at $89.85 before the weekend, implying upside of over 11% from the new price target.

The second catalyst for the stock's rise came on Wednesday, when EPAM Systems announced it had joined the OpenAI Partner Network as an Advanced Partner. As one of the newest members of the network, EPAM Systems will assist enterprises worldwide in deploying safer, more scalable AI solutions.

EPAM Systems projects that it will "develop specialized forward-deployed engineer training globally, certifying more than 5,000 consultants with 10,000+ credentials in the first year" of its partnership with OpenAI.

Is it too late to buy EPAM Systems stock after the recent rise?

While the new Citigroup price target and the deal with OpenAI may prompt some to act, investors would be better served by conducting their own due diligence and thoroughly investigating the company on its merits. Consistently profitable and free cash flow-generating, EPAM Systems offers a more conservative route to gaining AI stock exposure. And with shares trading at 15.2 times trailing earnings, a deep discount to their five-year average P/E of 18.9, investors have a great opportunity to pick up shares while they're sitting in the bargain bin.

Citigroup is an advertising partner of Motley Fool Money. Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends EPAM Systems. The Motley Fool has a disclosure policy.

Ending both the week and the month on a bearish note, shares of Perimeter Solutions (NYSE: PRM) are plunging today after the company reported disappointing second-quarter 2026 financial results this morning before the market opened. While there were some bright spots in the company's report, it wasn't sufficient to light a fire under the bulls' feet.

As of 3:48 p.m. ET, shares of the fire retardant maker are down 13.8%, paring back an earlier 20.2% drop.

Image source: Getty Images.

The company's failure to meet analysts' expectations was too much for bears to bear

Coming up short of the $216.9 million in revenue that analysts had anticipated, Perimeter reported Q2 2026 sales of $213.8 million. Similarly, the bottom of the income statement provided another source of disappointment. Whereas analysts expected adjusted earnings per share (EPS) of $0.42, Perimeter reported adjusted EPS of $0.35.

Despite the company's inability to meet analysts' expectations, Perimeter's earnings report included several bright spots. For one, the $213.8 million that Perimeter reported on the top line last quarter represented a 31% year-over-year increase. Plus, the company reported adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $105.6 million, a 16% increase over the $91.3 million it reported during the same period last year.

Should investors remain on the perimeter with Perimeter stock?

The market may be punishing Perimeter stock today, but it seems to be an overreaction -- missing analysts' expectations, after all, isn't everything.

While the company's not a defense stock in the traditional sense, it generates the majority of its revenue from the U.S. Air Force and Air National Guard. According to Perimeter, the majority of its revenue over the past 50 years has come from the business it has developed at more than 200 airbases. For conservative investors seeking a niche approach to defense, Perimeter stock warrants further investigation.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

After closing 20% higher yesterday from the close of trading on Wednesday, shares of Astera Labs (NASDAQ: ALAB) are continuing to climb today, positioning the stock to end the week and the month on a bullish note. Amazon (NASDAQ: AMZN), a prominent Astera Labs customer, reported strong financial results yesterday after the market closed, motivating investors to bid Astera Labs stock higher.

As of 11:56 a.m. ET, shares of Astera Labs, a provider of connectivity solutions for artificial intelligence (AI) infrastructure, are up 3.6%, retreating from an earlier 14% rise.

Image source: Getty Images.

Strong financial results prove that AI investments are paying off

Growing revenue 20% year-over-year, Amazon reported impressive Q2 2026 financial results yesterday, but what stood out was the company's considerable increase in its Amazon Web Services (AWS) business.

In the press release announcing Amazon's quarterly earnings, Andy Jassy, Amazon's president and CEO, stated, "AWS is booming, growing 36.7% year-over-year in Q2--our fastest growth in 18 quarters--and our AI and Chips businesses each eclipsed run rates of more than $25 billion."

In February, Amazon entered into a warrant agreement with Astera Labs that provides Amazon the option to purchase up to 3,262,299 shares of Astera Labs common stock upon the purchase of up to $6.5 billion of its smart fabric switch, signal conditioning, and optical engine products.

The strong performance of Amazon's AWS business is signaling to investors the value of the AI-connectivity solutions that Astera Labs has developed -- and perhaps opening the company up to interest from other hyperscalers.

Is now the time to buy Astera Labs stock?

Amazon's strong AWS growth is certainly a positive for Astera Labs, but it seems the market got ahead of itself, bidding the AI stock up sharply on the news. For those with Astera Labs on their radars, a more prudent move would be to see what the company reports in its quarterly earnings, expected next week.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon. The Motley Fool recommends Astera Labs. The Motley Fool has a disclosure policy.

Recovering from the 11.1% slide that it suffered from the end of trading last Friday through the close of yesterday's market session, NuScale Power (NYSE: SMR) stock is charging higher today. While the stock's move is considerable, there's nothing specific that the company has announced to justify the climb.

As of 1:54 p.m. ET, shares of NuScale Power are up 12.1%.

Image source: Getty Images.

The possible catalyst for the positive move in NuScale Power stock

Although NuScale Power hasn't reported any encouraging developments, there's data center news that is likely driving investors to bid NuScale Power stock higher today.

Yesterday, the Department of Energy reported a project in Kentucky with Brookfield, NextEra Energy, and several other partners to redevelop a federally owned former uranium enrichment site into a $100 billion data center campus.

Although NextEra Energy will develop natural gas-fired power to support the Kentucky project, NuScale Power investors are likely interpreting this as a signal that the Trump Administration is committed to developing data centers on federal lands, which skirts the apparent public pushback against data center development in some communities.

What's a potential NuScale Power investor to do now?

NuScale Power recognizes its small modular reactors (SMRs) as a critical solution to the high power demands of data centers due to artificial intelligence (AI) computing, so it's unsurprising to see certain data center news contributing to the stock's rise -- especially as communities push back on the development of data centers.

It's still the very early innings for NuScale Power, and while it's one of the leaders among nuclear energy companies developing SMR technology, there's still substantial risk with an investment. Those with NuScale Power on their radars, therefore, should only consider positions if they have substantial risk tolerances. For all others seeking industry exposure, a nuclear energy exchange-traded fund will be a more palatable route.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Brookfield Asset Management and NextEra Energy. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.

It wasn't so long ago that investors were looking at QuantumScape (NASDAQ: QS) stock and celebrating. Shares of the solid-state battery developer roared 101% higher through 2025, and shareholders were optimistic about the company's prospects in 2026.

But the stock's surge in 2025 has not carried over into the new year. QuantumScape stock is down more than 50% year to date as of this writing. With shares hovering around their 52-week low, savvy investors may recognize now as an ideal time to power their portfolios with this innovative battery stock.

Image source: Getty Images.

Analysts have lost confidence in the stock charging higher -- but that's not the only catalyst

While there isn't a single catalyst behind QuantumScape's stock decline this year, one factor is clearly prominent: consistently downwardly revised price targets.

In response to QuantumScape's fourth-quarter 2025 financial results reported in February, Baird and Morgan Stanley analysts revised their 2026 expectations and reduced their price targets to $12 from $13 and to $8.50 from $12, respectively. More recently, on July 24, TD Cowen slashed its price target on QuantumScape stock to $6 from $8.

Separately from analysts' actions, the market responded to the company's late July announcement that it and Volkswagen had amended an agreement signed last year. In addition to revising the technological goals, the new agreement has QuantumScape receiving up to $75.4 million in milestone payments over the next two years, down from the $131 million originally agreed upon.

Beyond news directly related to QuantumScape, the macro perspective offers insight into the stock's decline. In the first quarter of 2026, U.S. electric vehicle (EV) sales dropped 27% year over year due to the expiration of EV tax credits and a general decline in enthusiasm for EVs.

Despite the stock's drop, there have been some encouraging developments worth noting

While the bears have found sufficient fodder to feast upon this past year, it's important to recognize that QuantumScape, all the while, has also reported several successes. Earlier this summer, the company announced a collaboration with Honda to advance QuantumScape's solid-state battery platform for automotive applications and other products in Honda's portfolio. Moreover, in its second-quarter 2026 earnings presentation, QuantumScape acknowledged that it's working with two other leading automotive original equipment manufacturers (OEMs) under current joint development agreements.

In February, QuantumScape completed installation of its highly automated production line, Eagle Line, and commenced initial operations. The development is an important one for the company. During the Q2 2026 earnings presentation, management noted that with the Eagle Line operational, the company can conduct larger-scale safety testing. Plus, the company has replicated preliminary findings from previous generations of prototypes and continues to demonstrate that its "technology is a fundamentally safer design compared to both conventional and next-generation lithium-ion cells."

Is it high time to buy this high-risk, high-reward stock?

Since QuantumScape doesn't generate revenue, traditional valuation metrics don't apply to QuantumScape stock, but with shares hovering around their 52-week low, now's a reasonable time to consider a position.

The stock's recent decline may be disconcerting, but it's important to remember that the company hasn't reported anything suggesting its future is in peril. Nonetheless, those with lower risk tolerances may prefer a lithium and battery tech ETF to gain industry exposure.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

It's that time of summer again. With August on the doorstep, companies are busy announcing financial results. Like many other businesses, Parsons (NYSE: PSN) posted quarterly earnings before the bell today -- and investors are clearly unhappy with what the company reported -- though it has more to do with what management offered on 2026 guidance.

As of 12:58 p.m. ET, shares of Parsons, a specialist in defense, intelligence, and critical infrastructure solutions, are down 38.1%.

Image source: Getty Images.

Beating bottom-line expectations isn't enough to outshine a less auspicious outlook for 2026

Reporting second-quarter adjusted earnings per share (EPS) of $0.86, Parsons exceeded the $0.76 adjusted EPS that analysts had anticipated. Investors aren't impressed, though.

Instead, they're focusing on management's downwardly revised 2026 outlook. The company now projects 2026 revenue of $6.2 billion to $6.5 billion, down from the original sales forecast of $6.5 billion to $6.8 billion. Similarly, management revised profitability expectations. Whereas it had originally projected 2026 adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), including non-controlling interest, of $615 million to $675 million, it now projects $500 million to $560 million.

Parsons also revisited cash flow expectations. Paring back its original 2026 operating cash flow guidance of $470 million to $530 million, management now projects $430 million to $490 million in cash from operations.

According to Matt Ofilos, the company's CFO, the downwardly revised guidance doesn't reflect something materially wrong with the business. It stems from the company's divestitures and the timing of new awards.

Does today's sell-off represent a buying opportunity?

While the market is thoroughly disappointed with the company's new outlook for 2026, there's reason to believe that the future remains bright for Parsons as the company reported a 4% year-over-year increase in its total backlog. For those able to see past the market's immediate reaction to the company's earnings report, now might be a good time for patient investors to pick up shares of this tech stock.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Whether it's the fact that buying an individual share is stretching your purse strings or the belief that shares are poised to plunge after their recent rise, investors may recognize the allure of owning Micron Technology (NASDAQ: MU) stock but have reasons for not investing in it right now.

But buying individual shares of Micron isn't the only route to gain exposure to the memory leader. There's actually an exchange-traded fund that targets leading memory stocks -- including Micron -- available right now for only about $50 a share.

Image source: Getty Images.

Without sufficient memory, AI computing can't flourish

By now, most investors can name the usual suspects in artificial intelligence (AI). From Nvidia, a leader in graphics processing units (GPUs), to Palantir Technologies, which develops AI-driven software, investors have taken diverse routes to gain AI exposure over the past few years.

Enthusiasm for memory stocks, however, is a more recent phenomenon. As investors have gained greater insight into the industry, they've learned that GPUs are essential to AI computing, yet they can't perform at optimal levels without sufficient memory. This knowledge has contributed to Micron's stock rocketing 671% higher over the past year.

Investors don't have to rely on their intuition about the memory industry's likely growth in the coming years. Business intelligence firm Fortune Business Insights projects that the global semiconductor memory market will soar from a projected $190 billion in 2026 to $448 billion in 2034.

This memory ETF provides Micron exposure -- and much, much more

While Micron stock is down about 30% from its 52-week high of $1,255, it's still trading above $875 per share. It's not merely the sticker price of Micron stock that may make it undesirable for some investors. Shares are trading at a steep premium to their historical valuation. Currently, Micron stock is changing hands at 17.3 times operating cash flow -- a loftier valuation than its five-year average cash flow multiple of 8.1.

Recognizing the critical role that memory companies play in the development of AI infrastructure, Roundhill Financial launched the Roundhill Memory ETF (NYSEMKT: DRAM) in April 2026 to provide investors with comprehensive exposure to global leaders in memory solutions.

Investors who have eschewed buying individual Micron shares can still gain exposure through the Roundhill Memory ETF, as Micron is the fund's largest holding, with a 26.7% weighting. With 22 holdings, the fund provides exposure to a variety of other memory leaders. One name that may elicit interest is SK Hynix, a leader in advanced dynamic random-access memory (DRAM) and NAND flash memory. After the company completed its highly anticipated IPO earlier this summer, SK Hynix's stock has been on the radar of investors who are seeking memory exposure.

The Roundhill Memory ETF has $25 billion in assets under management and a 0.65% expense ratio.

Something to keep in mind about this memory ETF

While Micron's future is bright, Micron stock is certainly not guaranteed to perform nearly as well as it has over the past year. For those interested in broadening their exposure to the memory market beyond a single investment in Micron, the Roundhill Memory ETF is a great option to consider now -- especially given its current price of around $50 per share.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology, Nvidia, and Palantir Technologies. The Motley Fool has a disclosure policy.

Ending the week on a bullish note, shares of defense contractor Booz Allen Hamilton (NYSE: BAH) ripped higher today after the defense contractor reported strong first-quarter 2027 financial results and fiscal 2027 guidance before the opening bell rang.

Shares of Booz Allen climbed 10.1% today, paring back an earlier gain of 15.7%.

Image source: Getty Images.

Beating analysts' expectations on the bottom line isn't the only thing investors are celebrating

Coming up just short of analysts' top-line estimates of $2.81 billion, Booz Allen reported Q1 sales of $2.8 billion. At the bottom of the income statement, however, Booz Allen crushed expectations, reporting adjusted earnings per share (EPS) of $1.81 -- notably higher than the $1.49 that analysts had anticipated.

On the cash flow statement, investors found another sign of the company's strong recent performance. During the first quarter of 2027, Booz Allen generated free cash flow of $261 million, a year-over-year increase of 172%.

In addition to the Q1 2027 financial results, Booz Allen provided 2027 revenue guidance of $11.2 billion to $11.7 billion, as well as adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) guidance of $1.24 billion to $1.29 billion. Should the company achieve the midpoints of both of these metrics, it will represent year-over-year revenue and adjusted EBITDA growth of 2.2% and 2.8%, respectively.

Booz Allen stock is sitting in the bargain bin

Trading at 7 times operating cash flow, Booz Allen shares are trading at a steep discount to their five-year average cash flow multiple of 16. Between the stock's attractive price tag, the company's strong Q1 2027 financial performance, and management's encouraging outlook for the remainder of the fiscal year, investors seeking a leading defense stock would be well-served to consider Booz Allen stock right now.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Booz Allen Hamilton. The Motley Fool has a disclosure policy.

Roaring out of the gate to start the new year, shares of NuScale Power (NYSE: SMR) soared 23.4% in January. Expand the perspective, though, and the next-generation nuclear reactor stock's performance is much less thrilling. As of this writing, shares of NuScale Power have plummeted 45.5% year to date.

But savvy investors know that when the market sours on a stock, a sweet buying opportunity sometimes emerges -- a phenomenon that is now the case with NuScale Power. Here's why.

Image source: Getty Images.

For some, shares of this nuclear leader have lost their luster

It wasn't so long ago that NuScale Power stock gleamed brightly in the eyes of growth investors. Two years ago, enthusiasm for artificial intelligence (AI) was booming, and the market soon learned that data centers required massive amounts of power due to the steep demands of AI computing.

Advanced nuclear reactor stocks like NuScale Power appeared to be the answer, and their stocks flourished. Shares of NuScale Power rocketed 445% in 2024.

Recently, however, investors haven't become restless, trimming -- or exiting altogether -- their positions. There's no clear catalyst for the decline of these stocks. Perhaps investors have lost patience with the companies' progress, or they've become disenchanted after learning that some communities are pushing back against the development of data centers. Or maybe it's the broad belief that an AI bubble has formed, and it's better to leave most AI-related stocks alone.

Don't be deceived -- NuScale has numerous opportunities

Investors would be short-sighted to assume that supporting data center infrastructure is the only opportunity for NuScale Power. In addition to water desalinization, the company recognizes hydrogen production facilities as two current applications for its small modular reactors (SMR).

Over the longer term, however, management recognizes additional use cases. In its annual report, NuScale Power states that it is developing micro-reactors for "niche end-markets" that would benefit from supplying power to remote, off-grid communities, including mining operations, universities, space, military installations, and disaster relief.

NuScale Power isn't alone in recognizing the growing market opportunity. According to the business intelligence firm Global Market Insights, the global small modular reactor market was valued at $3.6 billion in 2025 and is expected to total $5.3 billion in 2026, then rising at a 12.7% compound annual growth rate (CAGR) until 2035, when it's projected to total $15.6 billion.

Keep this in mind before buying this nuclear powerhouse

With growing market opportunities and the fact that NuScale Power is the only company that has small modular reactor (SMR) designs approved by the U.S. Nuclear Regulatory Commission, it's clear why forward-looking investors should find this nuclear energy stock so alluring. It's critical, though, that investors remember this high-reward stock also carries significant risks, as there's no guarantee the company will obtain the required operating licenses or achieve profitability.

For those uninterested in taking on higher risk, a nuclear energy ETF that includes NuScale Power among its holdings may be a more appealing option.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.

For investors hoping that The Metals Company (NASDAQ: TMC) stock would continue down the same path in 2026 that it followed in 2025, the past six months have been a massive disappointment. While they rocketed 451% higher last year, shares of the deep-sea mining company sank 28.2% through the first six months of 2026, according to data provided by S&P Global Market Intelligence,

Since there's no obvious reason the stock has floundered so significantly, let's dive a little deeper to make heads or tails of its poor performance.

Image source: Getty Images.

Last year provided the company with some smooth sailing

Plagued by bureaucratic red tape and challenges from environmental advocates, The Metals Company has faced numerous obstacles as it strives to launch commercial operations to produce copper, cobalt, nickel, and manganese from seafloor nodules.

But the market rewarded the stock in April 2025, when President Trump issued executive orders to spur domestic production of critical minerals -- and, in particular, deep-sea mining. This suggested to investors that the headwinds facing the company may dwindle, and commercial operations may occur sooner rather than later.

Were the waters really that choppy in 2026?

Although the speculation might be that The Metals Company has encountered some formidable headwinds through the first half of the year, the reality is that this isn't the case at all. Instead, the company has actually reported some positive developments.

In May, the company reported that the National Oceanic and Atmospheric Administration (NOAA) found its application for an exploration license and commercial recovery permit under the Deep Seabed Hard Mineral Resources Act to be in full compliance with the Act and its regulations.

Later in the month, The Metals Company announced an agreement with Allseas, an offshore pipeline developer and specialist in subsea construction, for the development, commissioning, and operation of the first commercial nodule collection system, with an estimated annual production capacity of 3 million wet metric tons.

As May came to a close, The Metals Company announced further progress toward securing the required governmental certifications, reporting that NOAA had certified the company's USA B exploration license application for an area that covers about 122,000 square kilometers of seafloor and contains approximately 1.02 billion metric tons of polymetallic nodules that include high grades of nickel, cobalt, copper, and manganese, and several rare-earth elements.

Bulls shouldn't let the market's pessimism sink their spirits

With no clear catalysts for shares of The Metals Company declining since the start of the year, it's clear that the sell-off is a result of investors collecting profits. Therefore, those who had been optimistic about the company's progress before the ball dropped in 2026 have no reason to feel otherwise now.

For innovative companies that haven't commenced commercial operations, stock volatility, such as the kind with The Metals Company stock, is common, so investors shouldn't fret. Instead, they should pay close attention to what the mining company says in its second-quarter 2026 earnings report later this summer.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Ending the week on a bullish note, AST SpaceMobile (NASDAQ: ASTS) stock closed higher today after an analyst provided an optimistic outlook. Shares of AST SpaceMobile, a developer of a space-based cellular broadband service, had fallen 10.6% from the end of trading last Friday through yesterday's close.

Today, however, shares of AST SpaceMobile closed up 5.1%, retreating from an earlier rise of 12.1%.

Image source: Getty Images.

One analyst sees this space stock flying notably higher

Maintaining his $85 price target on AST SpaceMobile, B. Riley analyst Mike Crawford upgraded AST SpaceMobile stock to buy from neutral today. With shares falling more than 50% over the past six months, Crawford now believes that AST SpaceMobile stock provides investors with a better risk/reward profile, according to Thefly.com.

Based on AST SpaceMobile stock closing at $55.01 yesterday, Crawford's price target implies upside of 54.5%.

B. Riley isn't the only firm espousing positivity for AST SpaceMobile this week. On Wednesday, Piper Sandler initated coverage on AST SpaceMobile with an overweight rating and $100 price target.

Is now the time to buy AST SpaceMobile stock?

Analysts may have see AST SpaceMobile stock rocketing higher, but investors should take these price targets with grains of salt. While analysts' opinions are worth considering, investors are better served to exercise their due diligence and look for the company to report developments that are material to its growth such as progress toward the launch of its broadband service. As one of SpaceX's most notable competitors, AST SpaceMobile certainly deserves consideration from space stock enthusiasts.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends AST SpaceMobile. The Motley Fool has a disclosure policy.

When smaller companies expand relationships with industry titans, investors usually sit up and take notice. That's exactly what's playing out this week with small-cap stock Electrovaya (NASDAQ: ELVA) after the battery company announced a landmark deal with Amazon (NASDAQ: AMZN).

According to data provided by S&P Global Market Intelligence, shares of Electrovaya are up 36.4% from the end of last Friday's trading session through yesterday's close.

Image source: Getty Images.

A powerful new partnership

On Wednesday, Electrovaya announced a commercial agreement and a warrant transaction with Amazon regarding its Infinity Battery Technology, lithium-ion batteries designed for industrial applications such as material-handling operations. In addition, the agreement addresses the potential for future purchases of robotics and energy storage equipment.

Once Amazon achieves $280 million in cumulative future purchases, it will receive warrants to purchase up to 13,880,345 common shares of Electrovaya, which become fully vested upon. Upon execution of the agreement, Amazon will receive a portion of the warrants, which will vest immediately.

The $280 million in potential future purchases is notable for Electrovaya, which reported revenue of $63.8 million in fiscal 2025 and $44.6 million in fiscal 2024.

Recognizing the Amazon agreement as a major step for Electrovaya, Raymond James analyst Daniel Magder boosted his price target on Electrovaya stock to $22 from $14 and maintained a strong buy rating.

Is now the time to charge your portfolio with Electrovaya stock?

Trading at 6.3 times sales, Electrovaya's stock is priced at a premium to its five-year average sales multiple of 3.5, so investors looking for bargain opportunities will have to look elsewhere. For those who are comfortable with the price tag,
Electrovaya stock may be an interesting opportunity now. However, those uninterested in paying a premium or those with lower risk tolerances -- Electrovaya doesn't have a long record of profitability -- may prefer a lithium and battery ETF to gain industry exposure.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon and Electrovaya. The Motley Fool has a disclosure policy.

Rocket Lab (NASDAQ: RKLB) may excel at soaring into the final frontier, but gravity is weighing pretty heavily on shares today. An analyst initiated coverage on the launch services stock with an unenthusiastic outlook, and investors are choosing to click the sell button as a result.

As of 2:14 p.m. ET, shares of Rocket Lab are down 12.1%.

Image source: Getty Images.

One analyst thinks shares are pricey

Assigning a neutral rating, Piper Sandler analyst Alexander Potter initiated coverage on Rocket Lab stock this morning and set an $83 price target. Based on shares of Rocket Lab closing at $76.20 yesterday, Potter's price target implies upside of 8.9%.

According to Thefly.com, Piper Sandler sees Rocket Lab trading at a premium to SpaceX and expects its stock to trade at a similar valuation over the next year. Furthermore, with respect to space stocks, the firm has taken a more bullish view on AST SpaceMobile, initiating coverage after the market closed yesterday with a $100 price target -- representing upside of about 51% from yesterday's closing price of $66.31.

Are investors better off choosing not to lift off with a Rocket Lab investment now?

While today's drop in Rocket Lab stock may be disappointing, current investors shouldn't feel compelled to exit their positions based on Piper Sandler's lackluster outlook. It's important to remember that this is merely one firm's opinion, and others see things differently, believing Rocket Lab stock will rise considerably higher through 2026 and beyond.

Of course, analysts' perspectives are one thing, but the most important thing for investors to bear in mind is that it's encumbent on them to exercise their due diligence to see if a Rocket Lab investment is right for them.

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends AST SpaceMobile and Rocket Lab. The Motley Fool has a disclosure policy.