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Palantir and Tyson Foods have been highlighted as Zacks Bull and Bear of the Day
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For Immediate Release
Chicago, IL – September 28, 2026 – Zacks Equity Research shares Palantir Technologies (PLTR - Free Report) as the Bull of the Day and Tyson Foods (TSN - Free Report) as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Micron Technology (MU - Free Report) and NVIDIA Corp. (NVDA - Free Report) .
Palantir Technologies has become one of the biggest beneficiaries of the AI boom, with its software increasingly being deployed across both the commercial and government landscapes.
Earnings revisions have remained bullish, with the stock sporting the highly coveted Zacks Rank #1 (Strong Buy).
PLTR’s Robust Results
Palantir’s recent results have continued to show red-hot momentum, with the company posting a double-beat relative to our consensus expectations in its latest print for the fifth consecutive time. Sales of $1.9 billion soared 92% YoY, whereas earnings climbed an even more impressive 140% from the same period last year.
Palantir’s lucrative commercial opportunity stems from its Artificial Intelligence Platform (AIP), which allows customers to combine their existing data and operations with large language models and other generative AI capabilities.
U.S. commercial revenue soared 149% YoY in the above-mentioned release to $764 million, also growing by an impressive 28% sequentially. Future growth is underpinned by surging contract metrics, with U.S. commercial total contract value hitting a record $2.1 billion and growing 153% YoY, while U.S. commercial remaining deal value jumped 124% to $6.2 billion.
The company lifted its guidance across many metrics, now expecting FY26 revenue in a band of $8.150 - $8.158 billion, reflective of 82% YoY growth. U.S. commercial demand is also expected to remain red-hot, with PLTR upping the guidance to reflect 134% YoY growth.
Earnings are expected to see outsized growth amid the revenue surge, with current Zacks Consensus EPS estimates suggesting 115% YoY growth in FY26 and an additional 40% in FY27.
Bottom Line
Investors can implement a stellar strategy to find expected winners by taking advantage of the Zacks Rank – one of the most powerful market tools that provides a massive edge.
The top 5% of all stocks receive the highly coveted Zacks Rank #1 (Strong Buy). These stocks should outperform the market more than any other rank.
Palantir Technologies would be an excellent stock for investors to consider, as displayed by its Zack Rank #1 (Strong Buy).
Tyson Foods is the largest U.S. chicken company and produces, distributes, and markets chicken, beef, pork, and prepared foods. The company's products are marketed and sold primarily by sales staff to grocery retailers, grocery wholesalers, meat distributors, military commissaries, industrial food processing companies, chain restaurants, international export companies, and domestic distributors.
Earnings revisions have been trending downward, landing the stock as a Zacks Rank #5 (Strong Sell).
Recent Quarterly Results
Tyson’s latest quarterly results were mixed, with adjusted earnings of $0.99 per share climbing 9% YoY but falling short of the Zacks Consensus estimate. Sales of $13.9 billion were essentially flat from the same period last year and similarly came in below expectations.
TSN’s Beef segment remains the biggest concern, weighed down by tight cattle supplies and elevated cattle costs. Beef sales fell to $5.4 billion in its latest quarter despite a 12% increase in average prices, with volumes sinking nearly 16% YoY.
While strength in Chicken and Prepared Foods has helped offset some of the weakness, TSN recently lowered its FY26 outlook, now expecting revenue growth of 1.5% - 2% and adjusted operating income of $1.85 - $2.05 billion. The updated guidance reflects significant margin compression from volatile cattle prices, with Tyson calling the environment one of the most severe cattle shortages in U.S. history.
Shares reacted negatively to the above-mentioned results and similarly came under further pressure following the updated guidance that came in early September, with shares down 13% overall over the last three months.
Bottom Line
Negative earnings estimate revisions and challenging beef conditions paint a weak picture for TSN shares in the near term.
Tyson Foods is a Zacks Rank #5 (Strong Sell), indicating that analysts have taken a bearish stance on the company’s earnings outlook.
For those seeking strong stocks, the best idea would be to focus on stocks with a Zacks Rank #1 (Strong Buy) or a Zacks Rank #2 (Buy) – these stocks sport a notably stronger earnings outlook paired with the potential to deliver explosive gains in the near term.
Additional content:
Micron vs. NVIDIA: 1 AI Stock to Buy Now and 1 to Watch
The rising demand for memory and Data Center infrastructure amid the artificial intelligence (AI) boom benefited both Micron Technology and NVIDIA Corp. Here is a look at how the two stocks compare after their latest earnings reports and which one presents a more compelling buying opportunity.
Strong HBM Demand Drives Micron’s Growth and Outlook
According to Micron’s June 24 press release, the company’s revenues for the fiscal third quarter of 2026 came in at $41.46 billion, significantly higher than $23.86 billion in the previous quarter and $9.3 billion recorded a year earlier.
The company’s top-line growth was driven by robust demand for Micron’s cutting-edge high-bandwidth memory (HBM) chips. Demand for HBM, which is widely used in AI servers, remains strong due to its capability to competently manage complex AI workloads while offering improved power efficiency.
Looking ahead, Micron expects revenues to rise to around $50 billion in the fiscal fourth quarter of 2026. The company also projects a healthy gross margin of approximately 86%, supported by strong demand for AI-related memory products and favorable pricing.
Data Center Growth Drives NVDA’s Revenues and Profitability
NVIDIA’s Data Center segment remained its key growth driver, with revenues surging 117% year over year to $89 billion in the fiscal second quarter of 2027, according to the company’s Aug. 26 press release. Total revenues reached an exceptional $96 billion, representing a 106% year-over-year and 18% sequential jump.
Along with revenue growth, the company’s profitability has also strengthened. NVIDIA’s gross margin rose to 75% from 72.4% a year ago, while both GAAP and non-GAAP net income increased. NVIDIA’s GAAP operating income has more than doubled year over year, implying significant operating leverage.
Looking ahead, NVIDIA projects $108 billion, plus or minus 2%, in revenues for the fiscal third quarter of 2027, signaling continued sequential growth. Profitability is also expected to remain robust, and with the Vera Rubin platform entering full production, NVIDIA is well-poised to benefit from the next phase of demand for AI infrastructure.
Micron or NVIDIA: Which AI Stock Is a Better Buy Now?
Driven by strong HBM demand, Micron delivered strong revenue growth and profitability, while robust Data Center growth has boosted NVIDIA’s revenues and profitability. However, unlike Micron’s growth, which is much more concentrated in the memory cycle, NVIDIA’s broader AI infrastructure exposure gives the Jensen Huang-led company a stronger growth outlook and greater earnings visibility.
Additionally, NVIDIA’s 63.7% net profit margin, compared with Micron’s 55.9%, indicates greater efficiency in converting revenues into bottom-line profits.
Moreover, NVIDIA appears more efficient than Micron at generating profits from shareholders’ equity. This is because NVIDIA’s return on equity (ROE) of 96% exceeds Micron’s ROE of 72.5%.???
Overall, NVIDIA’s broader AI exposure, stronger margins, and higher ROE make it a more compelling investment opportunity now than Micron. New investors may consider waiting for Micron’s upcoming earnings release on Sept. 30, after the market close, to assess growth and opportunity before making an informed investment decision.
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Zacks.com provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. www.zacks.com/disclaimer.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index.Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Palantir and Tyson Foods have been highlighted as Zacks Bull and Bear of the Day
For Immediate Release
Chicago, IL – September 28, 2026 – Zacks Equity Research shares Palantir Technologies (PLTR - Free Report) as the Bull of the Day and Tyson Foods (TSN - Free Report) as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Micron Technology (MU - Free Report) and NVIDIA Corp. (NVDA - Free Report) .
Here is a synopsis of all four stocks.
Bull of the Day:
Palantir Technologies has become one of the biggest beneficiaries of the AI boom, with its software increasingly being deployed across both the commercial and government landscapes.
Earnings revisions have remained bullish, with the stock sporting the highly coveted Zacks Rank #1 (Strong Buy).
PLTR’s Robust Results
Palantir’s recent results have continued to show red-hot momentum, with the company posting a double-beat relative to our consensus expectations in its latest print for the fifth consecutive time. Sales of $1.9 billion soared 92% YoY, whereas earnings climbed an even more impressive 140% from the same period last year.
Palantir’s lucrative commercial opportunity stems from its Artificial Intelligence Platform (AIP), which allows customers to combine their existing data and operations with large language models and other generative AI capabilities.
U.S. commercial revenue soared 149% YoY in the above-mentioned release to $764 million, also growing by an impressive 28% sequentially. Future growth is underpinned by surging contract metrics, with U.S. commercial total contract value hitting a record $2.1 billion and growing 153% YoY, while U.S. commercial remaining deal value jumped 124% to $6.2 billion.
The company lifted its guidance across many metrics, now expecting FY26 revenue in a band of $8.150 - $8.158 billion, reflective of 82% YoY growth. U.S. commercial demand is also expected to remain red-hot, with PLTR upping the guidance to reflect 134% YoY growth.
Earnings are expected to see outsized growth amid the revenue surge, with current Zacks Consensus EPS estimates suggesting 115% YoY growth in FY26 and an additional 40% in FY27.
Bottom Line
Investors can implement a stellar strategy to find expected winners by taking advantage of the Zacks Rank – one of the most powerful market tools that provides a massive edge.
The top 5% of all stocks receive the highly coveted Zacks Rank #1 (Strong Buy). These stocks should outperform the market more than any other rank.
Palantir Technologies would be an excellent stock for investors to consider, as displayed by its Zack Rank #1 (Strong Buy).
Bear of the Day:
Tyson Foods is the largest U.S. chicken company and produces, distributes, and markets chicken, beef, pork, and prepared foods. The company's products are marketed and sold primarily by sales staff to grocery retailers, grocery wholesalers, meat distributors, military commissaries, industrial food processing companies, chain restaurants, international export companies, and domestic distributors.
Earnings revisions have been trending downward, landing the stock as a Zacks Rank #5 (Strong Sell).
Recent Quarterly Results
Tyson’s latest quarterly results were mixed, with adjusted earnings of $0.99 per share climbing 9% YoY but falling short of the Zacks Consensus estimate. Sales of $13.9 billion were essentially flat from the same period last year and similarly came in below expectations.
TSN’s Beef segment remains the biggest concern, weighed down by tight cattle supplies and elevated cattle costs. Beef sales fell to $5.4 billion in its latest quarter despite a 12% increase in average prices, with volumes sinking nearly 16% YoY.
While strength in Chicken and Prepared Foods has helped offset some of the weakness, TSN recently lowered its FY26 outlook, now expecting revenue growth of 1.5% - 2% and adjusted operating income of $1.85 - $2.05 billion. The updated guidance reflects significant margin compression from volatile cattle prices, with Tyson calling the environment one of the most severe cattle shortages in U.S. history.
Shares reacted negatively to the above-mentioned results and similarly came under further pressure following the updated guidance that came in early September, with shares down 13% overall over the last three months.
Bottom Line
Negative earnings estimate revisions and challenging beef conditions paint a weak picture for TSN shares in the near term.
Tyson Foods is a Zacks Rank #5 (Strong Sell), indicating that analysts have taken a bearish stance on the company’s earnings outlook.
For those seeking strong stocks, the best idea would be to focus on stocks with a Zacks Rank #1 (Strong Buy) or a Zacks Rank #2 (Buy) – these stocks sport a notably stronger earnings outlook paired with the potential to deliver explosive gains in the near term.
Additional content:
Micron vs. NVIDIA: 1 AI Stock to Buy Now and 1 to Watch
The rising demand for memory and Data Center infrastructure amid the artificial intelligence (AI) boom benefited both Micron Technology and NVIDIA Corp. Here is a look at how the two stocks compare after their latest earnings reports and which one presents a more compelling buying opportunity.
Strong HBM Demand Drives Micron’s Growth and Outlook
According to Micron’s June 24 press release, the company’s revenues for the fiscal third quarter of 2026 came in at $41.46 billion, significantly higher than $23.86 billion in the previous quarter and $9.3 billion recorded a year earlier.
The company’s top-line growth was driven by robust demand for Micron’s cutting-edge high-bandwidth memory (HBM) chips. Demand for HBM, which is widely used in AI servers, remains strong due to its capability to competently manage complex AI workloads while offering improved power efficiency.
Looking ahead, Micron expects revenues to rise to around $50 billion in the fiscal fourth quarter of 2026. The company also projects a healthy gross margin of approximately 86%, supported by strong demand for AI-related memory products and favorable pricing.
Data Center Growth Drives NVDA’s Revenues and Profitability
NVIDIA’s Data Center segment remained its key growth driver, with revenues surging 117% year over year to $89 billion in the fiscal second quarter of 2027, according to the company’s Aug. 26 press release. Total revenues reached an exceptional $96 billion, representing a 106% year-over-year and 18% sequential jump.
Along with revenue growth, the company’s profitability has also strengthened. NVIDIA’s gross margin rose to 75% from 72.4% a year ago, while both GAAP and non-GAAP net income increased. NVIDIA’s GAAP operating income has more than doubled year over year, implying significant operating leverage.
Looking ahead, NVIDIA projects $108 billion, plus or minus 2%, in revenues for the fiscal third quarter of 2027, signaling continued sequential growth. Profitability is also expected to remain robust, and with the Vera Rubin platform entering full production, NVIDIA is well-poised to benefit from the next phase of demand for AI infrastructure.
Micron or NVIDIA: Which AI Stock Is a Better Buy Now?
Driven by strong HBM demand, Micron delivered strong revenue growth and profitability, while robust Data Center growth has boosted NVIDIA’s revenues and profitability. However, unlike Micron’s growth, which is much more concentrated in the memory cycle, NVIDIA’s broader AI infrastructure exposure gives the Jensen Huang-led company a stronger growth outlook and greater earnings visibility.
Additionally, NVIDIA’s 63.7% net profit margin, compared with Micron’s 55.9%, indicates greater efficiency in converting revenues into bottom-line profits.
Moreover, NVIDIA appears more efficient than Micron at generating profits from shareholders’ equity. This is because NVIDIA’s return on equity (ROE) of 96% exceeds Micron’s ROE of 72.5%.???
Overall, NVIDIA’s broader AI exposure, stronger margins, and higher ROE make it a more compelling investment opportunity now than Micron. New investors may consider waiting for Micron’s upcoming earnings release on Sept. 30, after the market close, to assess growth and opportunity before making an informed investment decision.
NVIDIA currently has a Zacks Rank #1 (Strong Buy), while Micron has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks Rank #1 stocks here.
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Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
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Zacks.com provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. www.zacks.com/disclaimer.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index.Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.