For Immediate Release
Chicago, IL – July 27, 2026 – Zacks Equity Research shares Corsair Gaming CRSR because the Bull of the Day and AngloGold Ashanti AU because the Bear of the Day. In addition, Zacks Equity Research supplies evaluation on Alphabet GOOGL, Microsoft MSFT and Baidu BIDU.
Here is a synopsis of all 5 shares.
Bull of the Day:
Corsair Gaming is a Zack Rank #1 (Strong Buy) that has quietly morphed from a pandemic-hangover gaming inventory right into a turnaround story. Shares have ripped from roughly $5.50 in mid-February to north of $10 simply this previous week.
Investors are using an AI-infrastructure narrative, giving the inventory a brand new development leg. With that, the inventory is on verge of a technical breakout, together with earnings estimates shifting in the proper route into earnings print.
About the Company
Corsair is greatest recognized to avid gamers for its keyboards, mice, headsets and PC parts, however that is solely half the story now.
The Gamer and Creator Peripherals section covers keyboards, mice, headsets, seize playing cards, Stream Decks and USB mics (largely beneath the Elgato model), whereas the Gaming Components and Systems section builds energy provides, cooling options, circumstances, DRAM and prebuilt/customized gaming PCs.
The firm additionally owns Fanatec, the sim-racing gear maker that simply signed a licensing take care of Nissan.
The actual catalyst for the inventory, although, is Corsair’s pivot into AI infrastructure. In May the corporate launched CORSAIR PRO, a lineup of AI workstations and on-prem servers constructed on Nvidia’s Grace Blackwell platform, geared toward companies that need in-house AI compute as an alternative of renting cloud capability.
The firm is valued at $1 billion and has a Forward PE of 14. The inventory 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 in opposition to a $0.18 estimate, a beat of fifty%. While income got here in basically in line at $354.5 million, Adjusted EBITDA practically tripled year-over-year to $35.8 million. Margins jumped to 10.1% from 6.1%, and administration pointed to a document first-quarter gross margin of 32.7% as proof of a real shift towards higher-margin merchandise quite than a one-off.
What makes this greater than quarter is what got here subsequent: Corsair reaffirmed full-year steering of $0.58-$0.74 EPS even after blowing previous Q1 numbers. Management stayed conservative, blaming semiconductor and reminiscence tightness that will not ease till 2027, and that sort of warning after a 50% beat normally units up future estimates to maneuver increased.
Gamer and Creator Peripherals is the clear development engine, with administration calling it “structural, not cyclical,”. Stream Deck is increasing throughout product strains and Elgato’s market posting double-digit sequential development. Gaming Components and Systems is harder, nonetheless working by means of a non-GPU improve cycle, however even there Q1 gross revenue rose whereas income fell.
Estimates Head Higher
Analysts have revised EPS estimates increased throughout the board over the previous 60 days.
Full-year consensus has climbed from $0.69 ninety days in the past to $0.73 immediately, whereas subsequent yr’s estimate sits at $0.74. The present quarter has moved from $0.06 to $0.07 over that very same stretch.
Roth Capital initiated protection on July 22 with a Buy and a $15 worth goal, and B. Riley reiterated its score the following day whereas elevating its goal to $9 from $7.50. Barclays (Overweight, $9) and Wedbush (Outperform, $8) have each lifted targets since May.
Corsair Gaming, Inc. price-consensus-eps-surprise-chart | Corsair Gaming, Inc. Quote
The Technical Take
The large transfer again in May provides merchants a pleasant setup when trying on the Fibonacci ranges. Drawing from March lows to May highs, we see the 61.8% degree round $8 confirmed vital help. Traders can lean on this degree or among the shifting averages ranges under:
21-day: $9.45
50-day: $9.05
200-day: $6.95
Looking on the upside, the inventory would want to clear the $11.15 degree, which might give 161.8% Fibonacci extension targets at $16.
In Summary
Corsair checks the packing containers worth traders need in a Bull of the Day: a Zacks Rank #1 with estimates shifting increased throughout each timeframe, a inventory breaking out technically with room to run towards that $16 extension goal, and a basic story — the AI-infrastructure pivot layered on prime of a real margin transformation — that is simply getting picked up by the promote aspect. With earnings due July 30, it is a title price having on the radar heading into the print.
Bear of the Day:
AngloGold Ashanti is a Zacks Rank #5 (Strong Sell) that’s experiencing the flip aspect of the gold commerce. The inventory rode bullion’s historic run to a 52-week excessive of $132 earlier this yr, however shares have since slid to the $80 space.
Gold itself has cooled from January’s document close to $5,626 an oz to round $4,000-$4,100 immediately. When the steel you dig out of the bottom does the heavy lifting on your earnings, a 25%-plus pullback in that steel reveals up quick within the numbers.
About the Company
AngloGold Ashanti is a worldwide gold miner with operations throughout Africa, Australia and the Americas, anchored by its flagship Geita mine in Tanzania.
It’s an easy enterprise mannequin: dig up gold, promote it close to the spot worth, and let the steel’s route drive the P&L way over any operational lever administration pulls. That’s been a present over the previous two years as gold roughly tripled off its 2020 lows, but it surely cuts each methods when the worth turns.
The Quarter Behind the Beat
AngloGold’s final reported quarter regarded robust on the floor, with EPS of $2.52 beating estimates by about 14%. Earnings have been up 186% year-over-year, with a document $1.169 billion in free money movement.
But income of $3.15 billion missed the $3.34 billion consensus. This is as a result of gold manufacturing held roughly flat at 724,000 ounces, gold truly offered fell to 719,000 ounces from 737,000 a yr earlier, partly because of the December 2025 sale of the Serra Grande mine.
Costs additionally crept increased, with complete money prices rising to $1,391/ozfrom $1,223/oz. This means the bottom-line beat leaned fully on worth, not on promoting extra gold or operating a leaner operation. Management nonetheless funded a document $1.16/share dividend and a brand new $2.0 billion buyback, however this can turn out to be more durable to repeat if the gold worth that drove it retains sliding.
Estimates Rolling Over
Analyst estimates have been revised decrease throughout the board over the previous 30 and 60 days.
The current-year EPS consensus has come right down to $8.23 from $9.26 sixty days in the past, and subsequent yr’s estimate has fallen to $7.62 from $8.86 over the identical stretch.
Current-quarter estimates have slipped to $2.02 from $2.16.
With that some analysts are decreasing worth targets, together with JPMorgan which took its goal to $134 from $155.
Technicals
The inventory has had an enormous run since 2024, shifting from $20 to $130, lately falling to $80. The excellent news is the inventory has held the midway again degree at $75. The dangerous information is that if gold falls decrease, the inventory may see a full 61.8% Fibonacci retrace right down to the $63 space.
The shifting averages will seemingly supply resistance above, so watch the 50-day ay $86 and the 200-day at $90 for promoting.
In Summary
AngloGold Ashanti is a well-run miner in a troublesome spot: its complete 2026 earnings story has been a gold-price story, and that worth has cooled meaningfully off its highs. With estimates trending decrease throughout each timeframe it is a title the place the danger appears tilted to the draw back into upcoming earnings.
For traders who like their risk-reward balanced, the Zacks Rank #5 says look elsewhere.
Additional content material:
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GOOGL Bets on AI to Defend Search Leadership: More Upside Ahead?
Alphabet‘s Search-related endeavors have acquired a large push by means of AI integrations. The firm is main the search area with 91.27% market share, adopted 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 newest knowledge from StatCounter.
Alphabet’s dominance is being bolstered by speedy AI innovation quite than disrupted by it. On the second-quarter 2026 earnings name, the corporate highlighted that AI Overviews and AI Mode have been built-in right into a single seamless Search expertise, serving to drive increased person engagement and incremental search queries. AI Mode has already surpassed one billion month-to-month energetic customers, whereas Google continues to ship billions of clicks to web sites each week by means of its AI-powered search options, addressing issues that AI may scale back internet site visitors.
Search monetization additionally stays robust. Google Search & Other revenues climbed 17% yr over yr to $63.3 billion, pushed primarily by retail and finance advertisers. Alphabet famous that Gemini-powered enhancements in question understanding enable Google to raised monetize longer, extra advanced searches by delivering extra related commercials. AI-powered promoting merchandise similar to AI Max are already being extensively adopted, with advertisers utilizing these instruments seeing increased conversions at comparable returns on advert spend.
Alphabet can be increasing Search past conventional internet queries into an AI-powered productiveness platform. The firm lately launched integrations that enable customers to attach companies similar to Instacart, Canva and YouTube Music immediately inside AI Mode, enabling actions like creating purchasing carts, producing design templates and constructing playlists with out leaving Search. These capabilities deepen person engagement whereas making Google’s ecosystem extra worthwhile and troublesome for opponents to copy.
GOOGL Faces Tough Competition within the Search Domain
Alphabet faces competitors from Microsoft and Baidu within the Search area.
Microsoft is strengthening its search ecosystem by means of Bing and Edge by embedding superior AI capabilities throughout its shopper merchandise. Microsoft can be integrating proprietary AI fashions into Bing, bettering picture technology, speech recognition and search experiences whereas benefiting from broader investments in Copilot, Azure AI and its multi-model technique. These enhancements are designed to extend person engagement, enhance search relevance and seize a bigger share of digital promoting, making a stronger aggressive problem for Google in AI-powered search.
Baidu can be accelerating its AI-first search technique, significantly in China. The firm has highlighted continued enhancements in AI Search by means of enhanced planning, content material technology and content-quality analysis, enabling extra clever and higher-quality search outcomes whereas decreasing low-quality content material. Baidu plans to additional combine AI Search with ERNIE Assistant to enhance info discovery, content material understanding and process completion. The firm has additionally reiterated that AI Search stays certainly one of its highest-priority purposes and can proceed to obtain investments to strengthen search accuracy and person expertise.
GOOGL’s Share Price Performance, Valuation & Estimates
Alphabet shares have returned 1.5% yr to this point (YTD), outperforming the broader Zacks Computer and Technology sector’s return of 10.8%.
GOOGL inventory is buying and selling at a premium, with a ahead 12-month worth/gross sales of 8.07X in contrast 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 previous 30 days, suggesting 32.65% development from 2025’s reported determine.
Alphabet Inc. price-consensus-chart | Alphabet Inc. Quote
Alphabet at the moment carries a Zacks Rank #3 (Hold). You can see the entire record of immediately’s Zacks #1 Rank (Strong Buy) shares right here.
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Microsoft Corporation (MSFT) : Free Stock Analysis Report
Baidu, Inc. (BIDU) : Free Stock Analysis Report
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Corsair Gaming, Inc. (CRSR) : Free Stock Analysis Report
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