Dow Inc., through its subsidiaries, engages in the provision of various materials science solutions for packaging, infrastructure, mobility, and consumer applications in the United States, Canada, Europe, the Middle East, Africa, India, the Asia Pacific, and Latin America. The company operates through Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure, and Performance Materials & Coatings segments. The Packaging & Specialty Plastics segment provides ethylene, and propylene and aromatics products; and polyethylene, polyolefin elastomers, ethylene vinyl acetate, and ethylene propylene diene monomer rubbers for mobility and transportation, consumer, wire and cable, and construction end-markets. The Industrial Intermediates & Infrastructure segment offers purified ethylene, ethylene and ethanol amines, propylene glycol and polyether polyols, aromatic isocyanates and coatings, adhesives, sealants, elastomers, and composites. This segment also provides caustic soda, and ethylene dichloride and vinyl chloride monomers; and cellulose ethers, redispersible latex powders, and acrylic emulsions. The Performance Materials and Coatings segment provides architectural paints and coatings, and industrial coatings that are used in maintenance and protective industries, wood, metal packaging, traffic markings, thermal paper, and leather; and silicon metal, siloxanes, and intermediates used as key materials in manufacturing differentiated downstream silicone products. It also engages in property and casualty insurance, as well as reinsurance business. Dow Inc. was incorporated in 2018 and is headquartered in Midland, Michigan.

Dow Inc. демонстрирует смешанную динамику в своих фундаментальных показателях, что требует внимательного анализа. Высокий P/E коэффициент на уровне 30.99 указывает на потенциальную переоцененность по сравнению с отраслевой медианой, однако, EPS и EPS forecast превышают медианные значения, что говорит о хорошем уровне прибыли. Тем не менее, низкие показатели маржи (gross и net profit margin) значительно ниже медианы, что вызывает опасения по поводу операционной эффективности компании. Также стоит отметить высокую долговую нагрузку с debt/equity ratio 0.86, что в сочетании с ухудшающимся текущим коэффициентом (current ratio) создает риски для ликвидности. С другой стороны, высокий net worth и сильная выручка (рентабельность выше медианы отрасли) свидетельствуют о потенциале для роста. Однако отсутствие дивидендов в последние годы и высокие мультипликаторы создают дополнительные сомнения относительно оценки компании на данный момент. В целом, Dow Inc. может представлять интерес, но потенциальные инвесторы должны быть готовы к рискам, связанным с долговой нагрузкой и маржинальностью.

Dow Inc.

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:
Forum Energy Technologies, Inc. FET: This energy infrastructure equipment company has seen the Zacks Consensus Estimate for its current year earnings increasing 49.6% over the last 60 days.
Forum Energy Technologies, Inc. Price and Consensus
NVIDIA Corporation NVDA: This data center-scale AI infrastructure company has seen the Zacks Consensus Estimate for its current year earnings increasing 8.5% over the last 60 days.
NVIDIA Corporation Price and Consensus
Dow Inc. DOW: This materials science company has seen the Zacks Consensus Estimate for its current year earnings increasing 950% over the last 60 days.
Dow Inc. Price and Consensus
CF Industries Holdings, Inc. CF: This ammonia company has seen the Zacks Consensus Estimate for its current year earnings increasing 44.2% over the last 60 days.
CF Industries Holdings, Inc. Price and Consensus
Texas Instruments Incorporated TXN: This semiconductor company has seen the Zacks Consensus Estimate for its current year earnings increasing 14.6% over the last 60 days.
Texas Instruments Incorporated Price and Consensus
Texas Instruments Incorporated price-consensus-chart | Texas Instruments Incorporated Quote
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Check out this week’s current list of Best Stocks to Buy Now.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum Stocks Now >>
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

New Strong Buy Stocks for April 27th

Here are three stocks with buy rank and strong income characteristics for investors to consider today, April 27:
Dow Inc. DOW: This materials science company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 950% over the last 60 days.
Dow Inc. Price and Consensus
This Zacks Rank #1 company has a dividend yield of 3.6%, compared with the industry average of 1.5%.
Dow Inc. Dividend Yield (TTM)
Community Trust Bancorp, Inc. CTBI: This bank holding company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 5% over the last 60 days.
Community Trust Bancorp, Inc. Price and Consensus
This Zacks Rank #1 company has a dividend yield of 3.3%, compared with the industry average of 2.0%.
Community Trust Bancorp, Inc. Dividend Yield (TTM)
Civista Bancshares, Inc. CIVB: This financial holding company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.2% over the last 60 days.
Civista Bancshares, Inc. Price and Consensus
This Zacks Rank #1 company has a dividend yield of 2.9%, compared with the industry average of 2.7%.
Civista Bancshares, Inc. Dividend Yield (TTM)
You can seethe complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Check out this week’s current list of Best Stocks to Buy Now.
Find more top income stocks with some of our great premium screens.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum Stocks Now >>
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.

Best Income Stocks to Buy for April 27th

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Dow (DOW) Q1 2026 Earnings Call Transcript

Dow Inc. (DOW) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.39. This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +64.10%. A quarter ago, it was expected that this materials science would post a loss of $0.46 per share when it actually produced a loss of $0.34, delivering a surprise of +26.09%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Dow Inc., which belongs to the Zacks Chemical - Diversified industry, posted revenues of $9.79 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.10%. This compares to year-ago revenues of $10.43 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Dow Inc. shares have added about 66% since the beginning of the year versus the S&P 500's gain of 4.3%.
What's Next for Dow Inc.?
While Dow Inc. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Dow Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.52 on $10.25 billion in revenues for the coming quarter and $0.92 on $41.15 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Chemical - Diversified is currently in the bottom 15% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Air Products and Chemicals (APD), has yet to report results for the quarter ended March 2026. The results are expected to be released on April 30.
This seller of gases for industrial, medical and other uses is expected to post quarterly earnings of $3.05 per share in its upcoming report, which represents a year-over-year change of +13.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Air Products and Chemicals' revenues are expected to be $3.05 billion, up 4.5% from the year-ago quarter.
Should You Invest in Dow Inc. (DOW)?
Before you invest in Dow Inc. (DOW), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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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.

Dow Inc. (DOW) Reports Q1 Loss, Tops Revenue Estimates

(RTTNews) - Dow (DOW) reported a first quarter net loss of $445 million compared to a loss of $290 million, prior year. Loss per share was $0.74 compared to a loss of $0.44. Operating EBITDA declined to $873 million from $944 million, last year. Operating loss per share was $0.14 compared to profit of $0.02. The company noted that the operating per share result excludes significant items totaling $0.60 per share, driven by an adjustment to the Sadara guarantee liability and taxes associated with receipt of payment from NOVA Chemicals related to the company's ongoing litigation.
Net sales were $9.8 billion, down 6% year-over-year, reflecting flat sales in Performance Materials & Coatings and declines in the other operating segments. Volume decreased 2% year-over-year, driven by declines in Industrial Intermediates & Infrastructure, which was impacted by the Middle East conflict.
In pre-market trading on NYSE, Dow shares are down 1.13 percent to $38.38.
For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dow Posts Wider Loss In Q1

(RTTNews) - Dow Inc. (DOW) will host a conference call at 8:00 AM ET on April 23, 2026, to discuss Q1 26 earnings results.
To access the live webcast, log on to https://investors.dow.com/en/events-and-presentations/default.aspx
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dow Inc. Q1 26 Earnings Conference Call At 8:00 AM ET

Dow Inc. DOW is scheduled to come up with first-quarter 2026 results before the opening bell on April 23.
DOW surpassed the Zacks Consensus Estimate in three of the trailing four quarters and missed once. It has a trailing four-quarter negative earnings surprise of 4.3% on average. Dow posted an earnings surprise of 26.1% in the last reported quarter.
Soft demand due to weak global economic activities and higher turnaround and feedstock costs are likely to have affected DOW’s first-quarter performance. The company, however, is expected to have benefited from its cost and productivity initiatives.
Dow’s shares are up 32.1% over the past year compared with the Zacks Chemicals Diversified industry’s 17.6% growth.
Image Source: Zacks Investment Research
Let’s see how things are shaping up for this announcement.
What Our Model Unveils for DOW Stock
Our proven model predicts an earnings beat for DOW 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. That is just the case here.
Earnings ESP: Earnings ESP for DOW is +32.54%. The Zacks Consensus Estimate for the first quarter is currently pegged at a loss of 33 cents. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: DOW currently carries a Zacks Rank #3.
What Do DOW’s Revenue Estimates Say?
The Zacks Consensus Estimate for first-quarter consolidated revenues for DOW is currently pegged at $9,571.4 million, reflecting a year-over-year decline of 8.2%.
The consensus estimate for revenues for the Packaging & Specialty Plastics segment is currently pegged at $4,726.3 million, calling for a decline of 11% year over year. The same for the Industrial Intermediates & Infrastructure segment stands at $2,617.1 million, indicating an 8.3% year-over-year decline.
The consensus estimate for revenues for the Performance Materials & Coatings segment is pinned at $1,959.9 million, suggesting a fall of 5.4% year over year.
Factors at Play for DOW Stock
Demand softness is likely to impact DOW’s performance in the first quarter. Lower consumer spending amid inflationary pressures is affecting demand in Europe. Construction and manufacturing activities remain soft in the region. Demand in Asia has been affected by a weaker demand recovery in China. The property sector in China remains sluggish, with declining new home prices.
Inflationary pressures are impacting consumer durables and building and construction demand. Demand in infrastructure, including residential construction, also remains weak. Dow is also seeing softness in automotive in Europe due to weak demand. Weak conditions across these markets are likely to have weighed on DOW’s volumes in the first quarter. Weak macroeconomic conditions due to tariff-related disruptions are expected to have affected business and consumer sentiment.
The company also faces headwinds from higher feedstock and energy costs, which are expected to have weighed on the margins in the Packaging & Specialty Plastics segment. Supply disruptions due to severe cold weather have contributed to an uptick in feedstock prices.
Dow is also likely to have faced challenges from turnaround costs and operational issues in the first quarter. It sees a $125 million headwind from higher maintenance activities at one of its crackers in Louisiana, impacting the Packaging & Specialty Plastics unit. Also, another $15 million headwind is expected in the Industrial Intermediates & Infrastructure division from higher planned maintenance activity.
Nevertheless, Dow is likely to have benefited from cost-saving and productivity actions. DOW is implementing targeted actions focused on reducing direct costs and labor costs. It is taking action to cut costs by $1 billion to drive margins. Dow realized more than $400 million of benefits from these actions in 2025, with the remaining benefits expected by 2026.
DOW has launched the “Transform to Outperform” initiative to improve productivity, reduce complexity, streamline its end-to-end processes and enable improved returns. The plan targets at least $2 billion near-term operating EBITDA improvement, with two-thirds of the benefits expected to be realized from productivity improvements. The benefits of its cost-saving and productivity actions are likely to reflect in its bottom line in the to-be-reported quarter.
Dow Inc. Price and EPS Surprise
Basic Materials Stocks That Warrant a Look
Here are some companies in the basic materials space you may want to consider, as our model shows they too have the right combination of elements to post an earnings beat this quarter:
CF Industries Holdings, Inc. CF, scheduled to release earnings on May 6, has an Earnings ESP of +7.21% and carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for CF’s earnings for the first quarter is currently pegged at $2.22.
Kinross Gold Corporation KGC, slated to release earnings on April 29, has an Earnings ESP of +8.68%.
The Zacks Consensus Estimate for KGC's earnings for the first quarter is currently pegged at 67 cents. KGC currently carries a Zacks Rank #3.
Newmont Corporation NEM, scheduled to release earnings on April 23, has an Earnings ESP of +1.16% and carries a Zacks Rank #3 at present.
The consensus mark for NEM’s first-quarter earnings is currently pegged at $2.07.
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. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
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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.

DOW Warms Up to Q1 Earnings: What's in the Offing for the Stock?

The upcoming report from Dow Inc. (DOW) is expected to reveal quarterly loss of -$0.33 per share, indicating a decline of 1750% compared to the year-ago period. Analysts forecast revenues of $9.45 billion, representing a decline of 9.4% year over year.
Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 51.5% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.
Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.
While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.
With that in mind, let's delve into the average projections of some Dow Inc. metrics that are commonly tracked and projected by analysts on Wall Street.
It is projected by analysts that the 'Net Sales- Performance Materials & Coatings' will reach $1.96 billion. The estimate suggests a change of -5.4% year over year.
The consensus estimate for 'Revenues- Corporate' stands at $158.67 million. The estimate points to a change of -18.6% from the year-ago quarter.
The collective assessment of analysts points to an estimated 'Net Sales- Packaging & Specialty Plastics' of $4.73 billion. The estimate suggests a change of -11% year over year.
The average prediction of analysts places 'Net Sales- Industrial Intermediates & Infrastructure' at $2.62 billion. The estimate suggests a change of -8.3% year over year.
The consensus among analysts is that 'Operating EBITDA- Packaging & Specialty Plastics' will reach $539.14 million. The estimate is in contrast to the year-ago figure of $702.00 million.
Analysts' assessment points toward 'Operating EBITDA- Performance Materials & Coatings' reaching $297.44 million. The estimate compares to the year-ago value of $249.00 million.
Based on the collective assessment of analysts, 'Operating EBITDA- Industrial Intermediates & Infrastructure' should arrive at -$34.25 million. Compared to the current estimate, the company reported $18.00 million in the same quarter of the previous year.
View all Key Company Metrics for Dow Inc. here>>>
Shares of Dow Inc. have experienced a change of -2.9% in the past month compared to the +6.4% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), DOW is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum Stocks Now >>
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.

What Analyst Projections for Key Metrics Reveal About Dow Inc. (DOW) Q1 Earnings

The S&P 500 Index ($SPX) (SPY) on Thursday closed up +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.24%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.49%. June E-mini S&P futures (ESM26) rose +0.23%, and June E-mini Nasdaq futures (NQM26) rose +0.35%.
Stock indexes recovered from early losses and rallied on Thursday, with the S&P 500 and Nasdaq 100 posting new record highs. The rebound in chipmakers on Thursday lifted the broader market after Taiwan Semiconductor Manufacturing Co, the primary supplier of chips to Apple and Nvidia, raised its 2026 revenue forecast, reflecting strong AI demand. Gains in stocks were limited after crude oil prices jumped by more than +3% on Bloomberg's report that some Gulf Arab and European leaders believe a US-Iran peace deal will take about 6 months, dashing hopes of a speedy conclusion to the Iran conflict.
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Hopes for peace in the Middle East are supporting stocks. President Trump on Thursday said the prospects for a peace deal with Iran are "looking very good," as the two sides are in discussions to extend a ceasefire that expires next week. President Trump also announced that Israel and Lebanon had agreed to a 10-day ceasefire, which eases tensions in the Middle East and may also help to end the US-Iran war.
Thursday’s US economic news was mixed as weekly jobless claims fell more than expected and the Philadelphia Fed business outlook survey unexpectedly rose to a 15-month high. However, US manufacturing production unexpectedly declined.
US weekly initial unemployment claims fell -11,000 to 207,000, showing a stronger labor market than expectations of 213,000.
The US Apr Philadelphia Fed business outlook survey unexpectedly rose +8.6 to a 15-month high of 26.7, stronger than expectations of a decline to 10.0.
US Mar manufacturing production unexpectedly fell -0.1% m/m, weaker than expectations of a +0.1% m/m increase.
New York Fed President John Williams signaled he favors steady Fed policy, saying the Fed remains well positioned to address the threat of a protracted supply shock from the war in the Middle East, which could raise inflation and dampen growth in the US. He added that high uncertainty should prevent the Fed from providing strong guidance on the future path of interest rates.
WTI crude oil prices (CLK26) rose more than +3% on Thursday as the US naval blockade of the Strait of Hormuz entered its fourth day. On Monday, the US vowed to blockade all vessels passing through the strait that call at Iranian ports or are headed there. The blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Iran has been able to export crude oil during the war, exporting about 1.7 million bpd in March.
Earnings season began this week, with Q1 S&P 500 earnings projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
The markets are discounting a 1% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.
Overseas stock markets on Thursday settled mixed. The Euro Stoxx 50 closed down -0.12%. China's Shanghai Composite climbed to a 4-week high and closed up +0.70%. Japan's Nikkei Stock 225 rallied to a record high and closed up +2.38%.
Interest Rates
June 10-year T-notes (ZNM6) on Thursday closed down -4.5 ticks. The 10-year T-note yield rose +2.4 bp to 4.307%. T-notes gave up an early advance on Thursday and moved lower after WTI crude oil prices jumped more than +3%, boosting inflation expectations. Also, Thursday’s rally in the S&P 500 to a new record high reduced safe-haven demand for T-notes. In addition, hawkish comments from New York Fed President John Williams weighed on T-note prices when he signaled that he favors a steady Fed policy. Thursday’s US economic news was mixed for T-note after US weekly jobless claims fell more than expected and the Apr Philadelphia Fed business outlook survey unexpectedly rose to a 15-month high, but Mar industrial production unexpectedly declined.
European government bond yields were mixed on Thursday. The 10-year German bund yield fell -1.1 bp to 3.032%. The 10-year UK gilt yield rose +3.3 bp to 4.847%.
Eurozone Mar CPI was revised upward by +0.1 to 2.6% y/y from the previously reported 2.5% y/y, the highest in 20 months.
UK Feb manufacturing production unexpectedly fell -0.1% m/m, weaker than expectations of a +0.3% m/m increase.
Swaps are discounting a 13% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
Chipmakers moved higher on Thursday after Taiwan Semiconductor Manufacturing Co, the primary supplier of chips to Apple and Nvidia, raised its 2026 revenue forecast, a reflection of strong AI demand. ON Semiconductor (ON) closed up more than +9%, and Advanced Micro Devices (AMD) closed up more than +7% to lead gainers in the Nasdaq 100. Also, Intel (INTC) closed up more than +5%, and Microchip Technology (MCHP) and Texas Instruments (TXN) closed up more than +2%. In addition, NXP Semiconductors NV (NXPI), ARM Holdings Plc (ARM), Analog Devices (ADI), and Qualcomm (QCOM) closed up more than +1%.
Software stocks rallied on Thursday for a second day. Oracle (ORCL) closed up more than +5%, and Atlassian (TEAM) closed up more than +4%. Also, ServiceNow (NOW) and Salesforce (CRM) closed up more than +2%, and Datadog (DDOG), Adobe Systems (ADBE), and Autodesk (ADSK) closed up more than +1%.
Cybersecurity stocks rose on Thursday. Okta (OKTA) closed up more than +6% after Raymond James upgraded the stock to outperform from market perform with a price target of $85. Also, Cloudflare (NET) and Fortinet (FTNT) closed up more than +3%, and Zscaler (ZS) closed up more than +2%. In addition, CrowdStrike Holdings (CRWD) and Palo Alto Networks (PANW) closed up more than +1%.
Fertilizer stocks settled higher on Thursday on concerns that the US blockade of the Strait of Hormuz will disrupt global supplies of fertilizer. Mosaic (MOS) closed up more than +4%, and CF Industries (CF) closed up more than +3%. Also, Dow (DOW) closed up more than +2%, and Nutrien Ltd (NTR) closed up more than +1%.
Airline stocks and cruise line operators retreated on Thursday as WTI crude oil rose more than +3%, which boosts fuel costs and weighs on company profits. Carnival (CCL), Norwegian Cruise Line Holdings (NCLH), and Royal Caribbean Cruises Ltd (RCL) closed down more than -5%. Also,
Alaska Air Group (ALK) closed down more than -3%, and Delta Air Lines (DAL) and Southwest Airlines (LUV) closed down more than -2%.
Hims & Hers Health (HIMS) closed up more than +10%, adding to Wednesday’s 13% surge, after US Health Secretary Kennedy said the FDA is seeking to remove 12 peptides from Category 2 restrictions.
Voyager Technologies (VOYG) closed up more than +8% after signing an order with NASA for the seventh private astronaut mission to the International Space Station.
JB Hunt Transport Services (JBHT) closed up more than +6% after reporting Q1 revenue of $3.06 billion, above the consensus of $2.96 billion.
PPG Industries (PPG) closed up more than +3% after reporting Q1 preliminary adjusted EPS from continuing operations of $1.83, better than the consensus of $1.71.
Dick’s Sporting Goods (DKS) is up more than +2% after BTIG initiated coverage on the stock with a buy recommendation and a price target of $300.
QuidelOrtho Corp. (QDEL) closed down more than -27% after saying it expects negative free cash flow of $65 million to $70 million in Q1, as the Middle East conflict has delayed certain EMEA orders, negatively impacting quarterly revenue.
Charles Schwab (SCHW) closed down more than -7% to lead losers in the S&P 500 after reporting Q1 net revenue of $6.48 billion, below the consensus of $6.51 billion.
Abbott Laboratories (ABT) closed down -6% after cutting its full-year profit forecast to $5.38 to $5.58 from a previous forecast of $5.55 to $5.80, below the consensus of $5.61.
Fabrinet (FN) closed down more than -2% after JPMorgan Chase downgraded the stock to neutral from overweight.
Flutter Entertainment (FLUT) closed down more than -2% after being double-downgraded by Citigroup to sell from buy with a price target of $90.
Corning (GLW) closed down more than -1% after JPMorgan Chase downgraded the stock to neutral from overweight.
Earnings Reports(4/17/2026)
Ally Financial Inc (ALLY), Fifth Third Bancorp (FITB), Regions Financial Corp (RF), State Street Corp (STT), Truist Financial Corp (TFC).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Settle Higher on Tech Earnings and Ceasefire Optimism

(RTTNews) - Dow Inc. (DOW), a chemical producer, on Tuesday announced that Chair and Chief Executive Officer Jim Fitterling will become Executive Chair of the Board, effective July 1.
The company appointed Karen Carter, currently Chief Operating Officer, as Chief Executive Officer, effective the same date.
Carter will also join the company's Board of Directors upon assuming the role.
Richard Davis will continue to serve as Independent Lead Director.
The leadership transition follows a multi-year succession planning process and is aimed at ensuring continuity as the company advances its long-term strategy.
In the pre-market trading, 0.89% lesser at $39.75 on the New York Stock Exchange.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dow Inc.

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