Corsair Gaming, Inc.

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Сильный индекс, незначительно вырос. Рынок на стороне быков.

Strong index, slightly up. The market is on the bulls' side.

Средний индекс, значительно вырос. Увеличился приток средств в лонги.

Medium index, significantly up. The inflow of funds into longs has increased.

The Zacks Gaming industry continues to face pressure from cautious consumer spending amid persistent inflation and economic uncertainty. Intense competition among casinos, sportsbooks and online gaming operators is driving higher promotional costs, while elevated labor expenses, regulatory challenges and rising taxes in certain markets are weighing on margins. Stricter responsible gaming measures and softer spending among lower-income consumers are also creating headwinds for industry growth. Macau gaming revenues have also declined recently, adding to concerns about the pace of recovery in the casino market. However, strong demand for sports betting continues to offer a key growth opportunity for the industry. Stocks such as Corsair Gaming, Inc. CRSR, GDEV Inc. GDEV and GameSquare Holdings, Inc. GAME are likely to gain traction.
Industry Description
The Zacks Gaming industry includes companies that own and operate integrated casinos, hotels and entertainment resorts. Some industry players also deliver technology products and services across the lotteries, electronic gaming machines, sports betting and interactive gaming markets. Some firms develop and operate gaming establishments and associated lodging, restaurants, horse racing and entertainment amenities. Many companies are involved in developing and selling gaming applications. E-sports or sporting events or tournament services, content management systems, video software, mobile applications and e-sports data platform solutions are provided as well.
Key Themes Shaping the Gaming Industry
Macroeconomic Pressure on Discretionary Spending: Economic uncertainty, persistent inflation and elevated living costs continue to pressure consumer discretionary spending, creating challenges for the gaming industry. Casino visits, sports betting and online gaming are largely entertainment-driven expenditures and can be affected when households face higher costs for essentials. Lower-income consumers may be particularly cautious, potentially limiting revenue growth for regional casino operators that depend heavily on local customers.
Rising Regulatory Pressure and Tax Burden: Regulatory and tax pressures remain key challenges for the U.S. gaming industry. As sports betting and iGaming expand, operators face different licensing requirements, compliance rules and tax structures across states. Higher gaming taxes can reduce profitability, while the lack of uniform regulation increases administrative costs and complicates expansion. Growing scrutiny of responsible gaming and advertising practices could also raise compliance requirements for operators.
Recent Weakness in Macau Gaming Creates a Headwind: Macau gaming trends have weakened in recent months, creating a near-term challenge for casino operators exposed to the market. Gross gaming revenues (“GGR”) fell 12.1% year over year to MOP18.52 billion ($2.3 billion) in June 2026 and declined another 8.4% to MOP20.26 billion ($2.51 billion) in July. Although July revenues increased 9.4% sequentially from June, the back-to-back year-over-year declines point to an uneven recovery. Still, GGR for the first seven months of 2026 remained up 4.4% year over year, providing some support to the broader outlook.
Sports Betting Remains a Key Growth Catalyst: Sports betting continues to provide an important growth opportunity for the gaming industry as legalized wagering expands across the United States. Mobile betting has enabled operators to reach a broader customer base, while strong interest in major sporting events continues to support wagering activity. Leading operators are also investing in technology, product enhancements and personalized experiences to strengthen customer engagement.
Zacks Industry Rank Indicates Dull Prospects
The Zacks Gaming industry is grouped within the broader Zacks Consumer Discretionary sector. Carrying a Zacks Industry Rank #185 places it in the bottom 25% of more than 247 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates dull near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
The industry’s position in the bottom 50% of the Zacks-ranked industries is a result of a negative earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are gradually losing confidence in this group’s earnings growth potential.
We will present a few gaming stocks that you can add to your investment portfolio, given their strong fundamentals. However, it is worth looking at the industry’s shareholder returns and current valuation first.
Industry Underperforms the S&P 500
The Zacks Gaming industry has underperformed the S&P 500 Index and the broader Zacks Consumer Discretionary sector in the past year.
The industry has declined 35.3% over this period against the S&P 500 Index’s growth of 21.3%. In the same time frame, the sector has declined 13.9%.
1-Year Price Performance
Gaming Industry's Valuation
Since gaming companies are debt-laden, valuing the same based on the EV/EBITDA (Enterprise Value/ Earnings before Interest, Tax, Depreciation and Amortization) ratio makes sense. The industry currently has a trailing 12-month EV/EBITDA ratio of 14.14 compared with the S&P 500’s 17.91.
Over the past three years, the industry has traded as high as 21.94X and as low as 12.21X, with a median of 17.45X, as the chart below shows.
Enterprise Value-to-EBITDA Ratio (Past 3 Years)
3 Gaming Stocks to Watch
GameSquare: The company is benefiting from strong growth across its gaming, creator and digital-media businesses. Second-quarter 2026 revenues jumped 137% year over year to $18.5 million, while gross margin expanded to 49% and adjusted EBITDA turned positive at $1 million.
This Zacks Rank #1 (Strong Buy) player’s shares have declined 52.1% in the past year. GAME’s 2026 earnings are likely to witness a decline of 42.9% year over year. You can see the complete list of today’s Zacks #1 Rank stocks here.
Price & Consensus: GAME
Corsair Gaming: The company is supported by sustained demand for gaming hardware, creator-focused peripherals and simulation products. Growth in its Gamer and Creator Peripherals business, continued adoption of Elgato products and Stream Deck, and improving momentum in the Fanatec brand are strengthening its portfolio.
This Zacks Rank #2 (Buy) player’s shares have gained 22.8% in the past year. CRSR’s 2026 earnings are likely to witness growth of 45.2% year over year.
Price & Consensus: CRSR
GDEV: The company is benefiting from disciplined cost management and a sharper focus on user-acquisition efficiency. In the second quarter of 2026, the company reduced selling and marketing expenses by 38% year over year to $33 million, helping net profit rise to $20 million despite a 22% decline in revenues.
This Zacks Rank #2 company’s shares have gained 15.3% in the past year. GDEV’s 2026 earnings are likely to witness growth of 29.8% year over year.
Price & Consensus: GDEV
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This article originally published on Zacks Investment Research (zacks.com).

3 Gaming Stocks Worth Buying Despite Industry Headwinds

Key Points
Its revenue declined during the quarter, and its fundamentals were bolstered by a tariff refund, but its business was solid nevertheless.
It also proffered very encouraging bottom-line guidance for the full year.
Corsair Gaming (NASDAQ: CRSR) won big on the stock exchange Friday, on the back of a solid quarterly earnings release. Investors piled into the company's stock enthusiastically enough to send it to an over 35% gain that trading session.
Big beats
In the second quarter, the details of which the company published after market close on Thursday, net revenue actually declined. This fell by nearly 2% year over year to $314.3 million.
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That sure wasn't the case, however, with net income not under generally accepted accounting principles (non-GAAP, or adjusted). That ballooned to almost $25 million, or $0.23 per share, compared with second-quarter 2025's less than $1.3 million (although it was heavily affected by a $15.6 million tariff refund from the federal government).
And despite the top-line dip, both fundamentals beat the consensus analyst estimates. These anticipated revenue of $310.3 million, and adjusted earnings per share (EPS) of merely $0.09.
It was a tale of two businesses for Corsair's reporting segments. Revenue grew by 13% (to almost $116 million) for gamer and creator peripherals; the company attributed this to broad and strong demand for numerous products, such as streaming components and gaming peripherals.
Gaming components and systems, however, saw a 9% fall during the quarter. Corsair said that much of this was due to high memory pricing (which drives up the overall costs for builders of custom desktop PCs, a major customer segment for the company).
Nevertheless, Corsair's vast improvement on the bottom line is due largely to its continued push into higher-margin offerings. During the quarter, its gross margin notched a new company record of over 33%.
Poised to keep winning
Corsair proffered full-year guidance of $1.4 billion to $1.47 billion for net revenue, and $0.85 to $0.94 for adjusted EPS. The 2025 figures were $1.47 billion and $0.62 per share, respectively.
Many managers talk the talk about improving the quality of earnings, but to me, Corsair is clearly and inarguably walking the walk. This, plus that aforementioned rise in gaming generally, should give it plenty of room for even more growth.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Corsair Gaming Stock Skyrocketed by 35% Today

Take-Two Interactive Software TTWO is scheduled to report its first-quarter fiscal 2027 results on Aug. 7, 2026.
For the first quarter of fiscal 2027, Take-Two expects GAAP net revenues between $1.45 billion and $1.50 billion. The company projects a loss per share of 23 cents to 15 cents.
The Zacks Consensus Estimate for TTWO’s fiscal first-quarter revenues is pegged at $1.35 billion, indicating a 4.81% year-over-year decline.
The consensus mark for earnings is pegged at 31 cents per share, unchanged over the past 30- and 60-day periods. The estimate indicates a 49.18% year-over-year decline.
Take-Two Interactive Software, Inc. Price and EPS Surprise
However, TTWO beat the Zacks Consensus Estimate for earnings in each of the trailing four quarters, with an average surprise of 69.36%.
Let us see how things have shaped up for the upcoming announcement.
Key Factors Expected to Shape TTWO's Q1 Results
Take-Two is expected to have benefited in the first quarter of fiscal 2027 from Rockstar Games beginning the marketing campaign for Grand Theft Auto VI ahead of its Nov. 19 launch. Early promotional activity likely increased consumer awareness, strengthened pre-order momentum, enhanced franchise engagement and reinforced investor confidence during the quarter under review. The company also introduced record fiscal 2027 Net Bookings guidance of $8.0-$8.2 billion, reflecting confidence that GTA VI and the broader portfolio would drive a new phase of growth and long-term cash generation.
Following a record fiscal 2026, Take-Two entered the first quarter of fiscal 2027 with strong operational momentum. The company generated record net bookings, delivered operating cash flow above forecast and expects to produce more than $1 billion in operating cash flow during fiscal 2027. Management also highlighted a pipeline of multiple upcoming releases alongside continued content updates across existing franchises. This combination of financial strength, a diversified release schedule and recurring live-service engagement is expected to have supported execution during the quarter under review.
Take-Two's diversified mobile portfolio remained an important contributor to growth, supported by strong performances from Toon Blast, Match Factory!, Color Block Jam, Empires & Puzzles and Top Eleven. At the same time, the company's direct-to-consumer platform continued expanding through additional mobile integrations, lower payment friction and an improved user experience, resulting in higher conversion rates, stronger customer loyalty and better margins. Management also expressed greater confidence in the platform's long-term growth prospects. These factors are expected to have supported resilient first-quarter fiscal 2027 bookings and high-margin recurring revenues.
Against the momentum, TTWO expects recurrent consumer spending (RCS) to remain flat year over year for fiscal 2027 despite the anticipated launch of Grand Theft Auto VI later in the year. Since RCS represents a significant portion of Take-Two's net bookings, the lack of expected growth suggests that ongoing monetization from live services may not provide the same level of incremental support seen in fiscal 2026. This dynamic is likely to have constrained first-quarter fiscal 2027 bookings and limited near-term revenue momentum before the company's major release schedule accelerates.
What Our Model Says About TTWO Stock
Our proven model does not conclusively predict an earnings beat for Take-Two this time around. According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. However, this is not the case here, as you can see below.
TTWO has an Earnings ESP of 0.00% and a Zacks Rank #1 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some stocks worth considering, as our model shows that these have the right combination of elements to beat earnings this season.
Six Flags Entertainment Corporation FUN currently has an Earnings ESP of +6.90% and sports a Zacks Rank #1. FUN shares have returned 4.7% in the past six months. FUN is set to report its second-quarter 2026 results on Aug. 6. You can see the complete list of today’s Zacks #1 Rank stocks here.
Corsair Gaming CRSR currently has an Earnings ESP of +9.09% and a Zacks Rank #2. CRSR shares have surged 135.4% in the past six months. CRSR is slated to report second-quarter 2026 results on Aug. 6.
Marriott Vacations VAC has an Earnings ESP of +5.26% and a Zacks Rank #2 at present. VAC shares have jumped 80% in the past six months. VAC is set to report its second-quarter 2026 results on Aug. 6.
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This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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Take-Two Set to Report Q1 Earnings: What's in the Cards for the Stock?

Warner Bros. Discovery WBD is slated to report second-quarter 2026 earnings on Aug. 6.
The Zacks Consensus Estimate for second-quarter revenues is currently pegged at $9.29 billion, suggesting a 5.3% year-over-year decline.
The consensus mark for the second-quarter bottom line is currently pegged at a loss of 13 cents per share, widened by a penny over the past 30 days. This also marks a sharp decline from the year-ago quarter's earnings of 63 cents per share.
In the last reported quarter, Warner Bros. Discovery delivered a negative earnings surprise of 1,070%. The company’s earnings beat the Zacks Consensus Estimate once in the trailing four quarters and missed the same in the remaining three, with an average negative surprise of 306.56%.
Warner Bros. Discovery, Inc. Price and EPS Surprise
Let’s see how things have shaped up for WBD before the announcement.
What Investors Should Watch Ahead of WBD's Q2 Results
Warner Bros. Discovery is expected to face a meaningful advertising headwind in the second quarter of 2026 due to the absence of NBA broadcasting rights. Management indicated that the loss of NBA programming will create a 16% ex-FX headwind to Streaming advertising revenues and a 20% ex-FX negative impact to Global Linear Networks advertising revenues in the quarter under review. While certain sports events will provide partial offsets, the NBA has historically been one of WBD's largest advertising drivers, making its absence likely to have pressured year-over-year advertising growth and overall revenue performance.
The company's Global Linear Networks business continues to face structural pressure from declining pay-TV subscriptions. In the first quarter, domestic linear pay-TV subscribers fell roughly 10%, contributing to weaker distribution revenues. Warner Bros. Discovery indicated that underlying domestic delivery trends in the second quarter would remain broadly similar to the prior quarter, suggesting these secular declines are likely to continue weighing on affiliate-fee growth, advertising revenues and network profitability during the quarter under review.
The company continues to incur restructuring, separation and transaction-related expenses as it progresses toward its planned merger with Paramount Skydance. WBD anticipates additional cash expenses related to the transaction even before the deal is finalized; this means that, despite improvements in core business operations, these expenses are likely to continue weighing on the company's reported earnings and free cash flow in the quarter to be reported.
Offsetting these headwinds, WBD entered the second quarter with a compelling HBO Max content lineup, including the successful return of Euphoria, continued momentum from The Pitt and the June release of House of the Dragon Season 3. The company also highlighted an attractive pipeline featuring Stuart Fails to Save the Universe, Lanterns and Harry Potter and the Philosopher's Stone extending into the second half of the year. This steady flow of premium content is designed to boost viewer engagement, improve retention and attract new subscribers, supporting higher subscriber-related revenues. As a result, the streaming business is expected to have benefited from stronger user activity and monetization in the quarter under review.
What Our Model Says About WBD Stock
Our proven model does not conclusively predict an earnings beat for WBD this time around. Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), #2 (Buy), or #3 (Hold) increases the odds of an earnings beat. But that is not the case here, as you can see below.
WBD currently has an Earnings ESP of -85.14% and a Zacks Rank #5 (Strong Sell). You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies worth considering, as our model shows that they have the right combination of elements to beat on earnings in their upcoming releases:
Versant Media Group, Inc. VSNT currently has an Earnings ESP of +6.01% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
VSNT shares have gained 23.7% in the past six months. VSNT is set to report second-quarter 2026 results on Aug. 6.
Corsair Gaming CRSR currently has an Earnings ESP of +9.09% and a Zacks Rank #2.
CRSR shares have surged 127.8% in the past six months. CRSR is slated to report second-quarter 2026 results on Aug. 6.
Six Flags Entertainment Corporation FUN currently has an Earnings ESP of +6.90% and a Zacks Rank #3.
FUN shares have returned 1.6% in the past six months. FUN is set to report its second-quarter 2026 results on Aug. 6.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

WBD Set to Report Q2 Earnings: What's in Store for the Stock?

Ralph Lauren Corporation RL is set to report first-quarter fiscal 2027 results on Aug. 6, before market open. The Zacks Consensus Estimate for revenues is pegged at $1.86 billion, which indicates an increase of 8.4% from the year-ago quarter’s reported figure.
The consensus estimate for earnings is pegged at $4.26 per share, which indicates growth of 13% from the year-earlier actual. The consensus mark for earnings has been unchanged in the past 30 days.
In the last reported quarter, the company’s bottom line surpassed the Zacks Consensus Estimate by 11.1%. Ralph Lauren has a trailing four-quarter earnings surprise of 9.1%, on average.
Factors Likely to Have Impacted RL’s Q1 Performance
Ralph Lauren’s quarterly performance is likely to have reflected gains from its strong brand recognition, broad product portfolio and expanding e-commerce operations, all of which have helped strengthen its position. The company’s expanding store network, along with continued investments in innovation and AI integration, highlights its efforts to stay competitive in the rapidly evolving retail landscape and drive growth.
The company’s “Next Great Chapter” initiative has strategically positioned it for success. This initiative aims to bolster the company’s core business and prepare it to seize market opportunities. Ralph Lauren has been experiencing growth in its digital and omnichannel business, significantly increasing customer acquisition and loyalty. Retail and wholesale divisions have been the key pillars, with flagship stores, premium distribution and partnerships expected to have boosted comparable store sales (comps).
For the first quarter of fiscal 2027, management expected revenues to increase in the mid to high-single digits in constant currency. The company anticipated the operating margin to expand 80-120 basis points in constant currency, led by gross margin expansion on gains from AUR growth, and product, geographic and channel mix.
By region, management expects North America revenues to grow in the low-single digits, in line with long-term targets, with momentum in its direct-to-consumer business and healthy wholesale sell-through, partly offset by strategic investments in quality of sales and lower-tier door exits. RL anticipates Europe revenues to grow in the low to mid-single digits on robust underlying growth with a disciplined approach to the consumer backdrop and macro pressures. Ralph Lauren projects Asia revenues to increase in the high-single digits on strong brand momentum and expansion opportunities in major markets. It expects China to grow nearly in the mid-teens this fiscal year.
It has been making significant progress through investments in mobile, omnichannel and fulfillment. The company’s digital strength enables the brand to deepen engagement and expand its reach globally. Digital sales represent a growing share of total revenues, supported by continuous investments in personalization, enhanced mobile capabilities and integrated loyalty programs designed to connect with younger and more diverse consumers. Such positives are expected to reflect in its top and bottom-line results in the quarter under review.
Ralph Lauren Corporation Price and EPS Surprise
On the flip side, Ralph Lauren’s cost base continues to rise as it invests in brand activations, technology, digital capabilities and store growth. Management plans to keep marketing around 8% of sales in fiscal 2027. If revenue growth moderates, this higher run-rate of spend could limit near-term margin expansion.
On the last reported quarter’searnings call management noted volatility in the operating environment, which raises the risks of plan revisions if demand or costs change. Management’s preliminary fiscal 2027 outlook is based on its assessment of tariffs, inflationary pressures, consumer spending-related risks, supply-chain disruptions and foreign currency volatility.
The company’s outlook indicates prudence around consumer demand and modest cost pressure with respect to recent energy price volatility. Supply-chain disruptions and inflationary pressures might remain challenges for Ralph Lauren, potentially affecting cost structures and operational efficiency. Additionally, any delays or constraints in the supply chain may impact product availability, particularly for key seasonal and high-demand items, which could disrupt sales and inventory planning.
What the Zacks Model Unveils for RL
Our proven model does not conclusively predict an earnings beat for Ralph Lauren this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Ralph Lauren currently has an Earnings ESP of -0.47% and a Zacks Rank of 3.
Valuation Picture of RL Stock
The RL stock is currently trading at a forward 12-month price-to-earnings ratio of 20.03X, higher than 15.49X of the Textile - Apparel industry.
Image Source: Zacks Investment Research
The recent market movements show that RL shares have risen 7.3% in the past year compared with the industry's 10.9% growth.
Image Source: Zacks Investment Research
Stocks With the Favorable Combination
Here are three companies, which according to our model, have the right combination of elements to beat on earnings this reporting cycle.
Cintas Corporation CTAS currently has an Earnings ESP of +0.09% and a Zacks Rank #2. The Zacks Consensus Estimate for first-quarter fiscal 2027 earnings per share is pegged at $1.35, suggesting 12.5% year-over-year growth. You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for quarterly revenues is pegged at $2.97 billion, which indicates an increase of 9.2% from the prior-year quarter’s actual. CTAS delivered a trailing four-quarter earnings surprise of 1.8%, on average.
SharkNinja, Inc. SN presently has an Earnings ESP of +2.65% and a Zacks Rank #2. The company is likely to register top and bottom-line growth when it reports second-quarter 2026 numbers. The Zacks Consensus Estimate for SN’s quarterly earnings per share of $1.10 indicates year-over-year growth of 13.4%.
The consensus estimate for SN’s quarterly revenues is pegged at $1.64 billion, indicating a rise of 13.5% from the prior-year quarter’s reported figure. SharkNinja has a trailing four-quarter earnings surprise of 13.8%, on average.
Corsair Gaming CRSR currently has an Earnings ESP of +9.09% and a Zacks Rank #3. The company is likely to register a top-line decline when it reports second-quarter 2026 numbers. The Zacks Consensus Estimate for CRSR’s quarterly revenues is pegged at $310.1 million, indicating a decline of 3.1% from the prior-year quarter’s actual.
The consensus estimate for Corsair Gaming’s quarterly earnings per share of 7 cents indicates substantial growth from the 1 cent reported in the prior-year quarter. CRSR has a trailing four-quarter earnings surprise of 22.6%, on average.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ralph Lauren Pre-Q1 Earnings: Is It Poised to Surprise Investors?

For Immediate Release
Chicago, IL – July 27, 2026 – Zacks Equity Research shares Corsair Gaming CRSR as the Bull of the Day and AngloGold Ashanti AU as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Alphabet GOOGL, Microsoft MSFT and Baidu BIDU.
Here is a synopsis of all five stocks.
Corsair Gaming is a Zack Rank #1 (Strong Buy) that has quietly morphed from a pandemic-hangover gaming stock into a turnaround story. Shares have ripped from roughly $5.50 in mid-February to north of $10 just this past week.
Investors are riding an AI-infrastructure narrative, giving the stock a new growth leg. With that, the stock is on verge of a technical breakout, along with earnings estimates moving in the right direction into earnings print.
About the Company
Corsair is best known to gamers for its keyboards, mice, headsets and PC components, but that's only half the story now.
The Gamer and Creator Peripherals segment covers keyboards, mice, headsets, capture cards, Stream Decks and USB mics (largely under the Elgato brand), while the Gaming Components and Systems segment builds power supplies, cooling solutions, cases, DRAM and prebuilt/custom gaming PCs.
The company also owns Fanatec, the sim-racing gear maker that just signed a licensing deal with Nissan.
The real catalyst for the stock, though, is Corsair's pivot into AI infrastructure. In May the company launched CORSAIR PRO, a lineup of AI workstations and on-prem servers built on Nvidia's Grace Blackwell platform, aimed at businesses that want in-house AI compute instead of renting cloud capacity.
The company is valued at $1 billion and has a Forward PE of 14. The stock has Zacks Style Scores of “B” in Value and “A” in Growth.
The Beat That Changed the Story
Back in May, Corsair posted Q1 EPS of $0.27 against a $0.18 estimate, a beat of 50%. While revenue came in essentially in line at $354.5 million, Adjusted EBITDA nearly tripled year-over-year to $35.8 million. Margins jumped to 10.1% from 6.1%, and management pointed to a record first-quarter gross margin of 32.7% as evidence of a genuine shift toward higher-margin products rather than a one-off.
What makes this more than a good quarter is what came next: Corsair reaffirmed full-year guidance of $0.58-$0.74 EPS even after blowing past Q1 numbers. Management stayed conservative, blaming semiconductor and memory tightness that won't ease until 2027, and that kind of caution after a 50% beat usually sets up future estimates to move higher.
Gamer and Creator Peripherals is the clean growth engine, with management calling it "structural, not cyclical,". Stream Deck is expanding across product lines and Elgato's marketplace posting double-digit sequential growth. Gaming Components and Systems is tougher, still working through a non-GPU upgrade cycle, but even there Q1 gross profit rose while revenue fell.
Estimates Head Higher
Analysts have revised EPS estimates higher across the board over the past 60 days.
Full-year consensus has climbed from $0.69 ninety days ago to $0.73 today, while next year's estimate sits at $0.74. The current quarter has moved from $0.06 to $0.07 over that same stretch.
Roth Capital initiated coverage on July 22 with a Buy and a $15 price target, and B. Riley reiterated its rating the next day while raising its target to $9 from $7.50. Barclays (Overweight, $9) and Wedbush (Outperform, $8) have both lifted targets since May.
The Technical Take
The big move back in May gives traders a nice setup when looking at the Fibonacci levels. Drawing from March lows to May highs, we see the 61.8% level around $8 showed significant support. Traders can lean on this level or some of the moving averages levels below:
21-day: $9.45
50-day: $9.05
200-day: $6.95
Looking at the upside, the stock would need to clear the $11.15 level, which would give 161.8% Fibonacci extension targets at $16.
In Summary
Corsair checks the boxes value investors want in a Bull of the Day: a Zacks Rank #1 with estimates moving higher across every timeframe, a stock breaking out technically with room to run toward that $16 extension target, and a fundamental story — the AI-infrastructure pivot layered on top of a genuine margin transformation — that's just getting picked up by the sell side. With earnings due July 30, this is a name worth having on the radar heading into the print.
AngloGold Ashanti is a Zacks Rank #5 (Strong Sell) that is experiencing the flip side of the gold trade. The stock rode bullion's historic run to a 52-week high of $132 earlier this year, but shares have since slid to the $80 area.
Gold itself has cooled from January's record near $5,626 an ounce to around $4,000-$4,100 today. When the metal you dig out of the ground does the heavy lifting for your earnings, a 25%-plus pullback in that metal shows up fast in the numbers.
About the Company
AngloGold Ashanti is a global gold miner with operations across Africa, Australia and the Americas, anchored by its flagship Geita mine in Tanzania.
It's a straightforward business model: dig up gold, sell it near the spot price, and let the metal's direction drive the P&L far more than any operational lever management pulls. That's been a gift over the past two years as gold roughly tripled off its 2020 lows, but it cuts both ways when the price turns.
The Quarter Behind the Beat
AngloGold's last reported quarter looked strong on the surface, with EPS of $2.52 beating estimates by about 14%. Earnings were up 186% year-over-year, with a record $1.169 billion in free cash flow.
But revenue of $3.15 billion missed the $3.34 billion consensus. This is because gold production held roughly flat at 724,000 ounces, gold actually sold fell to 719,000 ounces from 737,000 a year earlier, partly due to the December 2025 sale of the Serra Grande mine.
Costs also crept higher, with total cash costs rising to $1,391/oz from $1,223/oz. This means the bottom-line beat leaned entirely on price, not on selling more gold or running a leaner operation. Management still funded a record $1.16/share dividend and a new $2.0 billion buyback, but this will become harder to repeat if the gold price that drove it keeps sliding.
Estimates Rolling Over
Analyst estimates have been revised lower across the board over the past 30 and 60 days.
The current-year EPS consensus has come down to $8.23 from $9.26 sixty days ago, and next year's estimate has fallen to $7.62 from $8.86 over the same stretch.
Current-quarter estimates have slipped to $2.02 from $2.16.
With that some analysts are lowering price targets, including JPMorgan which took its target to $134 from $155.
Technicals
The stock has had a big run since 2024, moving from $20 to $130, recently falling to $80. The good news is the stock has held the halfway back level at $75. The bad news is if gold falls lower, the stock could see a full 61.8% Fibonacci retrace down to the $63 area.
The moving averages will likely offer resistance above, so watch the 50-day ay $86 and the 200-day at $90 for selling.
In Summary
AngloGold Ashanti is a well-run miner in a tough spot: its entire 2026 earnings story has been a gold-price story, and that price has cooled meaningfully off its highs. With estimates trending lower across every timeframe this is a name where the risk looks tilted to the downside into upcoming earnings.
For investors who like their risk-reward balanced, the Zacks Rank #5 says look elsewhere.
Additional content:
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GOOGL Bets on AI to Defend Search Leadership: More Upside Ahead?
Alphabet’s Search-related endeavors have received a massive push through AI integrations. The company is leading the search domain with 91.27% market share, followed by Microsoft’s Bing, with 4.68% share, Yahoo!’s 1.28%, Yandex’s 0.79%, DuckDuckGo’s 0.67% and Baidu’s 0.46%, per the latest data from StatCounter.
Alphabet’s dominance is being reinforced by rapid AI innovation rather than disrupted by it. On the second-quarter 2026earnings call the company highlighted that AI Overviews and AI Mode have been integrated into a single seamless Search experience, helping drive higher user engagement and incremental search queries. AI Mode has already surpassed one billion monthly active users, while Google continues to send billions of clicks to websites every week through its AI-powered search features, addressing concerns that AI could reduce web traffic.
Search monetization also remains strong. Google Search & Other revenues climbed 17% year over year to $63.3 billion, driven primarily by retail and finance advertisers. Alphabet noted that Gemini-powered improvements in query understanding allow Google to better monetize longer, more complex searches by delivering more relevant advertisements. AI-powered advertising products such as AI Max are already being widely adopted, with advertisers using these tools seeing higher conversions at similar returns on ad spend.
Alphabet is also expanding Search beyond traditional web queries into an AI-powered productivity platform. The company recently introduced integrations that allow users to connect services such as Instacart, Canva and YouTube Music directly within AI Mode, enabling actions like creating shopping carts, generating design templates and building playlists without leaving Search. These capabilities deepen user engagement while making Google’s ecosystem more valuable and difficult for competitors to replicate.
GOOGL Faces Tough Competition in the Search Domain
Alphabet faces competition from Microsoft and Baidu in the Search domain.
Microsoft is strengthening its search ecosystem through Bing and Edge by embedding advanced AI capabilities across its consumer products. Microsoft is also integrating proprietary AI models into Bing, improving image generation, speech recognition and search experiences while benefiting from broader investments in Copilot, Azure AI and its multi-model strategy. These enhancements are designed to increase user engagement, improve search relevance and capture a larger share of digital advertising, creating a stronger competitive challenge for Google in AI-powered search.
Baidu is also accelerating its AI-first search strategy, particularly in China. The company has highlighted continued improvements in AI Search through enhanced planning, content generation and content-quality evaluation, enabling more intelligent and higher-quality search results while reducing low-quality content. Baidu plans to further integrate AI Search with ERNIE Assistant to improve information discovery, content understanding and task completion. The company has also reiterated that AI Search remains one of its highest-priority applications and will continue to receive investments to strengthen search accuracy and user experience.
GOOGL’s Share Price Performance, Valuation & Estimates
Alphabet shares have returned 1.5% year to date (YTD), outperforming the broader Zacks Computer and Technology sector’s return of 10.8%.
GOOGL stock is trading at a premium, with a forward 12-month price/sales of 8.07X compared with the broader sector’s 6.46X. Alphabet has a Value Score of D.
The Zacks Consensus Estimate for 2026 earnings is pegged at $14.34 per share, up 0.3% over the past 30 days, suggesting 32.65% growth from 2025’s reported figure.
Alphabet currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Zacks' Research Chief Names "Stock Most Likely to Double"
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Corsair Gaming and AngloGold Ashanti have been highlighted as Zacks Bull and Bear of the Day

Key Points
A week ago, Corsair announced it would be expanding its product portfolio, focusing more heavily on artificial intelligence.
The company has struggled to grow recently, and investors may see this as a potential catalyst for the business.
Corsair Gaming (NASDAQ: CRSR) shares have been flying lately. The company, which provides gamers and creators with high-tech computing equipment, has become a hot buy after unveiling new products that focus on artificial intelligence (AI) infrastructure. It's now become a bit of a cross between a gaming stock and an AI stock, and investors are loving it.
On Thursday, the stock hit a new 52-week high, having now more than doubled since the start of the year. Is the rally sustainable, however? Can Corsair Gaming's stock continue to soar higher, or has it become too expensive a buy due to its recent surge?
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
What's gotten investors so excited?
Last week, Corsair announced the launch of Corsair Pro, which features AI workstations and servers, aimed at meeting the needs of AI-powered computing. The new systems will include Nvidia chips. Today, the company also announced that Nvidia's G-Assist will have access to its Stream Deck, which will enable the popular device to deploy multiple actions through voice commands.
There's a lot of AI-related news around Corsair lately, and investors are clearly bullish on what it may mean for the business in terms of growth. As companies and individuals are upgrading their tech to take advantage of these new capabilities, there's the hope that Corsair may benefit from this growing trend as well.
Corsair released its latest earnings numbers earlier this month, and they were underwhelming. Net revenue of $354.5 million for the first three months of the year was down 4% from a year ago. And while it did post an operating profit of $13.8 million (versus a loss of $2.3 million a year ago), the margin is still fairly thin at around just 4% of the top line.
Is Corsair's stock destined to go even higher?
Hype around AI can often send a stock soaring, and that's clearly what is happening with Corsair's stock right now. The big test will be whether these new AI products will give the business the boost it needs to turn its sales around. AI tech, however, can be expensive, and with memory prices rising, I'd be worried that the company's already low margins may get even lighter as it focuses more on AI products and infrastructure.
The stock has enjoyed a significant surge in a short time frame, but I wouldn't rush to buy it right now. Even if the new products help boost sales, the growth may come at the cost of reduced profitability, which is already a bit of a concern with the business as it is. And that's why I think a wait-and-see approach might be most appropriate with Corsair's stock.
Should you buy stock in Corsair Gaming right now?
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Corsair Gaming Stock Takes Off After Unveiling New AI Products. Should You Buy Into the Rally?

In trading on Thursday, computer peripherals shares were relative leaders, up on the day by about 5.9%. Leading the group were shares of Corsair Gaming, up about 24.2% and shares of Lantronix up about 16.5% on the day.
Also showing relative strength are music & electronics stores shares, up on the day by about 4.5% as a group, led by Best Buy, trading higher by about 17.1% and Upbound Group, trading higher by about 2.3% on Thursday.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Thursday Sector Leaders: Computer Peripherals, Music & Electronics Stores

In recent trading, shares of Corsair Gaming Inc (Symbol: CRSR) have crossed above the average analyst 12-month target price of $8.81, changing hands for $9.82/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised.
There are 8 different analyst targets within the Zacks coverage universe contributing to that average for Corsair Gaming Inc, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $7.00. And then on the other side of the spectrum one analyst has a target as high as $11.00. The standard deviation is $1.412.
But the whole reason to look at the average CRSR price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with CRSR crossing above that average target price of $8.81/share, investors in CRSR have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $8.81 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Corsair Gaming Inc:
The average rating presented in the last row of the above table above is from 1 to 5 where 1 is Strong Buy and 5 is Strong Sell. This article used data provided by Zacks Investment Research via Quandl.com. Get the latest Zacks research report on CRSR — FREE.
Further CRSR Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

CRSR Crosses Above Average Analyst Target

In trading on Friday, computer peripherals shares were relative leaders, up on the day by about 6.9%. Leading the group were shares of Xerox Holdings, up about 15.8% and shares of Corsair Gaming up about 10.3% on the day.
Also showing relative strength are computers shares, up on the day by about 5.9% as a group, led by Dell Technologies, trading higher by about 17.9% and HPQ, trading up by about 14.8% on Friday.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	37.48 34.68
Price/Sales	0.86 2.81
P/B	1.89 3.02
P/FCF	14.19 23.22

Indicator	TTM Median
ROE	6.28 13.98
ROA	3.30 6.72
ROI	5.33 10.13
Net Worth	1.27 1.05
Quick Ratio	1.04 1.56
Current Ratio	1.75 1.88

Indicator	TTM Median
Net Profit Margin	2.75 10.17
Operating Margin	2.96 10.71
Gross Margin	31.54 50.00
Return on tangible equity	25.24 26.33

Indicator	TTM Median
EPS	0.18 0.36
EPS Forecast	-0.02 0.25
Revenue	314.00M 67.00M
Gross Profit	104.00M —
EBITDA	20.00M —

Corsair Gaming, Inc.

Recent quarterly and TTM performance

Valuation

Debts

Efficiency

Other ratios

Revenue