Regenxbio press release ( RGNX ): Q1 GAAP EPS of -$1.72 misses by $0.42 . Revenue of $6.39M (-92.8% Y/Y) misses by $18.86M . REGENXBIO expects its balance in cash, cash equivalents and marketable securities of $150.5 million as of March 31, 2026 to fund its operations into early 2027. More on Regenxbio REGENXBIO Inc. (RGNX) Presents at 2026 MDA Clinical & Scientific Conference - Slideshow REGENXBI...
Regenxbio press release ( RGNX ): Q1 GAAP EPS of -$1.72 misses by $0.42 . Revenue of $6.39M (-92.8% Y/Y) misses by $18.86M . REGENXBIO expects its balance in cash, cash equivalents and marketable securities of $150.5 million as of March 31, 2026 to fund its operations into early 2027. More on Regenxbio REGENXBIO Inc. (RGNX) Presents at 2026 MDA Clinical & Scientific Conference - Slideshow REGENXBIO Inc. (RGNX) Presents at Leerink Global Healthcare Conference 2026 Transcript Assessing Where Regenxbio Stands After FY25 Results Biotech firm stocks rise on FDA vaccine head’s exit Regenxbio outlines 2026 Duchenne, wet AMD, and diabetic retinopathy milestones while targeting pivotal data releases
Aveanna Healthcare Holdings press release ( AVAH ): Q1 Non-GAAP EPS of $0.18 beats by $0.05 . Revenue of $647.9M (+15.9% Y/Y) beats by $34.66M . Increased Full Year 2026 Revenue guidance to between $2.56 and $2.58 billion, updated from between $2.54 and $2.56 billion (vs. consensus of $2.56B) Increased Full Year 2026 Adjusted EBITDA guidance to between $328 and $332 million, updated from between $...
Aveanna Healthcare Holdings press release ( AVAH ): Q1 Non-GAAP EPS of $0.18 beats by $0.05 . Revenue of $647.9M (+15.9% Y/Y) beats by $34.66M . Increased Full Year 2026 Revenue guidance to between $2.56 and $2.58 billion, updated from between $2.54 and $2.56 billion (vs. consensus of $2.56B) Increased Full Year 2026 Adjusted EBITDA guidance to between $328 and $332 million, updated from between $318 and $322 million More on Aveanna Healthcare Holdings Aveanna Healthcare Holdings: Recent Results Have Me More Optimistic (Rating Upgrade) Aveanna Healthcare Holdings Inc. (AVAH) Q4 2025 Earnings Call Transcript Aveanna Healthcare Holdings Q1 2026 Earnings Preview Aveanna outlines 2026 revenue target of $2.54B–$2.56B with eight new preferred payer agreements planned Seeking Alpha’s Quant Rating on Aveanna Healthcare Holdings
Shares in Spire Healthcare jump after approach from Toscafund, founded by City figure known as ‘the Rottweiler’ Business live – latest updates The board of Britain’s largest private hospital operator has backed a buyout proposal worth £1bn from its second-biggest shareholder, a hedge fund manager known as “the Rottweiler”, sending its shares soaring by nearly 50%. Spire Healthcare, which owns the ...
Shares in Spire Healthcare jump after approach from Toscafund, founded by City figure known as ‘the Rottweiler’ Business live – latest updates The board of Britain’s largest private hospital operator has backed a buyout proposal worth £1bn from its second-biggest shareholder, a hedge fund manager known as “the Rottweiler”, sending its shares soaring by nearly 50%. Spire Healthcare, which owns the Claremont hospital in Sheffield and St Anthony’s hospital in south London, said it had received a non-binding proposal worth 250p a share from funds advised by the activist investor Toscafund Asset Management. Continue reading...
A_Columbo/iStock Editorial via Getty Images Company Overview GE Vernova ( GEV ) is an energy company built around three operating segments. These segments are Power, Wind and Electrification. Its Power business designs, manufactures and services gas, nuclear, hydro and steam technologies. Its Electrification business sells grid equipment and systems that help move, convert, store and manage electr...
A_Columbo/iStock Editorial via Getty Images Company Overview GE Vernova ( GEV ) is an energy company built around three operating segments. These segments are Power, Wind and Electrification. Its Power business designs, manufactures and services gas, nuclear, hydro and steam technologies. Its Electrification business sells grid equipment and systems that help move, convert, store and manage electricity. Lastly, its Wind business remains the weak link, in my opinion. Investment Thesis I am rating GE Vernova a Strong Buy because I believe the AI infrastructure trade is moving from chips to electricity. Over the last couple of years, the market has spent most of its time obsessing over GPUs, networking and data center leasing. But the next bottleneck is power. In my view, a data center can have the latest Nvidia ( NVDA ) chips in the world, but without reliable electricity and backup capacity, those chips are just expensive materials sitting in a warehouse. This is why I have been focusing more on AI power companies because, at this time, I believe the buck stops with power companies positioned to solve the AI power problem. You can read my other articles on AI power constraints here , here, and here . My price target for GE Vernova is $1,717, implying a 60% upside potential. The reason I am comfortable with a Strong Buy rating is that the numbers already show that this is not just a narrative trade. I say this because, for instance, in Q1 2026 , GEV grew total orders by 71% y/y to $18.3Bn. It also increased revenue by 7% to $9.3Bn and expanded its adjusted EBITDA margin from 5.7% to 9.6%. The company also increased backlog from $123.4Bn to $163.3Bn. That translates to a $39.8Bn backlog increase in one year. This is where I find the story interesting because the backlog is concentrated exactly where I believe it matters. Those areas are power and electrification. Power backlog reached $99.7Bn, while Electrification backlog reached $42.4Bn. These two segments are the he...
Ukrainian President Volodymyr Zelensky’s former right-hand man was taken into custody on Thursday on money-laundering charges, part of a fight against corruption that is fuelling wartime political tensions. Investigators on Monday had named Andriy Yermak as an official suspect in a sprawling, multi-episode case that has gripped Ukraine for months and stoked anger among a war-battered population a...
Ukrainian President Volodymyr Zelensky’s former right-hand man was taken into custody on Thursday on money-laundering charges, part of a fight against corruption that is fuelling wartime political tensions. Investigators on Monday had named Andriy Yermak as an official suspect in a sprawling, multi-episode case that has gripped Ukraine for months and stoked anger among a war-battered population at high-level corruption. His arrest represents the deepest authorities have dug into the president’s...
chriss_ns/iStock via Getty Images Back in early February, I made the decision , as part of my commitment to dig more into for-profit education companies, to write an article about Lincoln Educational Services Corporation ( LINC ). It was the first-ever article that I wrote about the firm. But what struck me was how attractive the business looked. The firm’s business model was appealing to me, and ...
chriss_ns/iStock via Getty Images Back in early February, I made the decision , as part of my commitment to dig more into for-profit education companies, to write an article about Lincoln Educational Services Corporation ( LINC ). It was the first-ever article that I wrote about the firm. But what struck me was how attractive the business looked. The firm’s business model was appealing to me, and I was drawn in by how cheap the stock was. Sure enough, since then, things have gone exceptionally well. Shares have skyrocketed 101.3%, while the S&P 500 is up only 7.6%. Some of this return disparity is certainly attributable to the fact that management reported a stellar quarter for the first quarter of 2026, even revising higher their guidance for the year. But I would argue that the bigger driver is the fact that management now expects exceptional growth over the next few years. This is good because, if it were not for that opportunity, I would actually say that downgrading it to something more modest would be appropriate here. But for now, I believe that maintaining it as a soft ‘buy’ is logical. Time to learn a thing or two Author - SEC EDGAR Data Fundamentally speaking, things are going really well for shareholders of Lincoln Educational Services. Management just reported financial results for the first quarter of the 2026 fiscal year. That data came out on May 11th. For the quarter, revenue amounted to $144 million. That was an increase of 22.6% over the $117.5 million that the business reported a year earlier. A lot of this expansion came from an increase in the number of students at its locations. The firm saw 5,509 new student starts for the quarter. That was up 19.5% compared to the 4,610 new student starts reported the previous year. The average student population for the company grew 18.2% from 15,469 to 18,285. And the end-of-period student population was 17.6% higher, having grown from 15,904 to 18,702. The rest of the increase in revenue was driven by tuit...
Elauwit's ( ELWT ) total Q1 revenue decreased 19% year-over-year, reflecting the timing of certain client construction and installation project revenues, which are periodic and variable in nature. Billed units increased more than 114% year over year, driving increased recurring service revenue under long-lived managed service and NaaS revenues. The new sales team has rapidly expanded bidding activ...
Elauwit's ( ELWT ) total Q1 revenue decreased 19% year-over-year, reflecting the timing of certain client construction and installation project revenues, which are periodic and variable in nature. Billed units increased more than 114% year over year, driving increased recurring service revenue under long-lived managed service and NaaS revenues. The new sales team has rapidly expanded bidding activity with properties across the continental U.S. , delivering verbal awards with 14 different ownership groups for 40 additional properties accounting for more than 11,000 units across 16 states plus the District of Columbia . Backlog as of March 31, 2026 was $38.1 million, compared to $15.6 million as of March 31, 2025. More on Elauwit Connection, Inc. Elauwit Connection, Inc. (ELWT) Q4 2025 Earnings Call Transcript Elauwit Connection, Inc. (ELWT) Presents at IAccess Alpha Virtual Best Ideas Spring Investment Conference 2026 Transcript Elauwit Connection appoints James Di Bartolo as CFO Elauwit outlines 15% construction gross margin target while expanding Network-as-a-Service with 3-6 month revenue start Historical earnings data for Elauwit Connection, Inc.
mingxing chen/iStock via Getty Images Early War Spike Recedes But Supply Still Tight Venture Global ( VG ) shares are up slightly since my downgrade from Strong Buy to a regular Buy in March . VG was up much bigger during the first month of the war, in line with the spike in European TTF natural gas futures ( NGEU:COM ) but nearly fell back to pre-war levels just before reporting Q1 earnings . It ...
mingxing chen/iStock via Getty Images Early War Spike Recedes But Supply Still Tight Venture Global ( VG ) shares are up slightly since my downgrade from Strong Buy to a regular Buy in March . VG was up much bigger during the first month of the war, in line with the spike in European TTF natural gas futures ( NGEU:COM ) but nearly fell back to pre-war levels just before reporting Q1 earnings . It still managed to outperform key competitor Cheniere ( LNG ) over that period. Seeking Alpha The market seems to have been pricing in a return to pre-war LNG pricing in the not-too-distant future. In terms of the LNG stocks, the recent price performance also reflects lower margins on contracted volume compared to spot sales. VG, with a greater proportion of spot volume during the commissioning period of its second plant, would be expected to enjoy higher margins than Cheniere with more contract volume. That turned out to be the case in Q1. VG raised its 2026 full year EBITDA forecast by nearly $3 billion, or 52%, to a range of $8.2 - $8.5 billion compared to $5.2 - $5.8 billion previously. That was a much bigger guidance raise than Cheniere , which only raised their EBITDA forecast by $0.5 billion, or 7%. VG's liquefaction fee on remaining unsold cargos is now estimated in the range of $9.50 - $10.50/MMBtu, compared to $5-6 previously. The higher margins are the main driver of the improved earnings outlook for VG. The volume forecast is only up slightly by 2 cargos at Plaquemines and flat at Calcasieu Pass. Operationally, VG remains on target for commissioning of Phase I to be complete in Q4 2026 and Phase II in mid 2027. The third plant, CP2 is expected to start commissioning with first gas processed in Q4 2027. If there was any nervousness about lower margins at Plaquemines as it switches over to long-term contract volume, or lower spot margins as effects of the Iran conflict subside, VG's outlook presented on the Q1 earnings call should have relieved it. In terms of the m...
NIQ Global Intelligence plc press release ( NIQ ): Q1 GAAP EPS of -$0.31 misses by $0.06 . Revenue of $1.07B (+10.8% Y/Y) beats by $20M . Reaffirmed full year 2026 financial guidance of 5.0% to 5.3% OCC revenue growth, 23.5% - 23.8% Adjusted EBITDA margin, and $235.0M to $250.0M of levered free cash flow Net loss attributable to NIQ improved by $29.7 million year-over-year, while Adjusted net inco...
NIQ Global Intelligence plc press release ( NIQ ): Q1 GAAP EPS of -$0.31 misses by $0.06 . Revenue of $1.07B (+10.8% Y/Y) beats by $20M . Reaffirmed full year 2026 financial guidance of 5.0% to 5.3% OCC revenue growth, 23.5% - 23.8% Adjusted EBITDA margin, and $235.0M to $250.0M of levered free cash flow Net loss attributable to NIQ improved by $29.7 million year-over-year, while Adjusted net income improved by $47.9 million, resulting in positive Adjusted net income of $43.4 million Grew Adjusted EBITDA 19.1% and expanded Adjusted EBITDA margin by 150 bps to 21.0% Reaffirmed full year 2026 financial guidance of 5.0% to 5.3% OCC revenue growth, 23.5% - 23.8% Adjusted EBITDA margin, and $235.0M to $250.0M of levered free cash flow. More on NIQ Global Intelligence plc NIQ Global Intelligence: Fundamentals Remain Sound NIQ Global Intelligence plc (NIQ) Presents at BofA Securities 2026 Information & Business Services Conference Transcript NIQ Global Intelligence plc 2025 Q4 - Results - Earnings Call Presentation Ulta Beauty partners with Nielsen for beauty market data insights Goldman Sachs cuts IPO forecast; biggest IPOs since 2025 ranked by market cap
Aya Gold & Silver press release ( AYA ): Q1 GAAP EPS of $0.33. Revenue of $117.2M (+246.7% Y/Y). Revenue of $117M, up 247% year-over-year ("YoY") and up 56% quarter-over-quarter ("QoQ"), driven by higher average net realized silver equivalent ("AgEq") prices and more AgEq ounces sold, totaling 1.4M. Average net realized silver equivalent price of $82.22/oz, up 158% YoY and 41% QoQ. More on Aya Gol...
Aya Gold & Silver press release ( AYA ): Q1 GAAP EPS of $0.33. Revenue of $117.2M (+246.7% Y/Y). Revenue of $117M, up 247% year-over-year ("YoY") and up 56% quarter-over-quarter ("QoQ"), driven by higher average net realized silver equivalent ("AgEq") prices and more AgEq ounces sold, totaling 1.4M. Average net realized silver equivalent price of $82.22/oz, up 158% YoY and 41% QoQ. More on Aya Gold & Silver Inc. Aya Gold & Silver Inc. (AYA:CA) Q4 2025 Earnings Call Transcript Aya Gold & Silver Inc. 2025 Q4 - Results - Earnings Call Presentation Aya Gold & Silver: Cheap Based On Earnings And Long-Term Growth Potential Aya Gold & Silver GAAP EPS of $0.12, revenue of $75.32M; gives FY26 outlook Historical earnings data for Aya Gold & Silver Inc.
Privilege being mistaken for competence as study reveals no evidence to suggest companies run by state-educated peers underperform Chief executives who attended private school are perceived by investors as a “safer bet”, according to a study, despite there being no evidence they perform or behave differently to their state-educated counterparts. Companies run by privately educated bosses tend to e...
Privilege being mistaken for competence as study reveals no evidence to suggest companies run by state-educated peers underperform Chief executives who attended private school are perceived by investors as a “safer bet”, according to a study, despite there being no evidence they perform or behave differently to their state-educated counterparts. Companies run by privately educated bosses tend to experience lower stock market volatility, even though there are no meaningful differences in their performance, decision-making or crisis management, the research from the University of Surrey found. Continue reading...
J. Michael Jones Dillard's ( DDS ) gained in early trading after posting strong first-quarter results. The department store operator reported comparable store sales increased 3% during the quarter. Total revenue was up 2.6% from a year ago to $1.59B and topped the consensus estimate by $40M. Notably, all merchandise categories reported sales increases compared to last year's Q1. Sales increased si...
J. Michael Jones Dillard's ( DDS ) gained in early trading after posting strong first-quarter results. The department store operator reported comparable store sales increased 3% during the quarter. Total revenue was up 2.6% from a year ago to $1.59B and topped the consensus estimate by $40M. Notably, all merchandise categories reported sales increases compared to last year's Q1. Sales increased significantly in home and furniture, ladies' accessories and lingerie, and shoes. Sales in men’s apparel and accessories, juniors' and children's apparel, and ladies' apparel increased moderately, while sales in cosmetics increased slightly during the quarter The company saw its retail gross margin rate improve by 30 basis points to 45.8% of sales. Retail gross margin increased moderately in shoes and increased slightly in ladies' accessories and lingerie. Retail gross margin was unchanged in juniors' and children's apparel, cosmetics, and men's apparel and accessories. Retail gross margin decreased slightly in ladies' apparel and decreased moderately in home and furniture. "We are pleased to report a good start to 2026 with a profitable 3% sales growth supported by an increased 45.8% retail gross margin. We continue to focus on motivating our customer with newness in our merchandise assortment," highlighted CEO William Dillard II. Shares of Dillard's ( DDS ) were up 4.2% in premarket trading to $555.01. The department store stock's five-year return of 563% is one of the top marks in all the consumer sector. More on Dillard's Dillard's Hold Rating Reaffirmed As Limited Near-Term Upside Overshadows New Store Growth Dillard's GAAP EPS of $16.04 beats by $5.42, revenue of $1.59B beats by $40M Dillard's sees softer sales during the holiday quarter, weighing on peers Seeking Alpha’s Quant Rating on Dillard's Historical earnings data for Dillard's
Larimar Therapeutics press release ( LRMR ): Q1 GAAP EPS of -$0.31 beats by $0.23 . $200.4 million in cash, cash equivalents and marketable securities as of March 31, 2026, with projected cash runway into the second quarter of 2027 More on Larimar Therapeutics Larimar Therapeutics stock dips after pricing $100M share offering Larimar Therapeutics launches proposed $75 million public offering Seeki...
Larimar Therapeutics press release ( LRMR ): Q1 GAAP EPS of -$0.31 beats by $0.23 . $200.4 million in cash, cash equivalents and marketable securities as of March 31, 2026, with projected cash runway into the second quarter of 2027 More on Larimar Therapeutics Larimar Therapeutics stock dips after pricing $100M share offering Larimar Therapeutics launches proposed $75 million public offering Seeking Alpha’s Quant Rating on Larimar Therapeutics Historical earnings data for Larimar Therapeutics Financial information for Larimar Therapeutics
WhiteFiber, Inc. press release ( WYFI ): Q1 GAAP EPS of -$0.31 misses by $0.02 . Revenue of $21.92M (+30.7% Y/Y) beats by $0.67M . Cloud services revenue of $16.8 million, up 13.0% year-over-year from $14.8 million in the first quarter of 2025 Colocation services revenue of $4.8 million, up 190.2% year-over-year from $1.6 million in the prior-year period, driven by the commencement of operations a...
WhiteFiber, Inc. press release ( WYFI ): Q1 GAAP EPS of -$0.31 misses by $0.02 . Revenue of $21.92M (+30.7% Y/Y) beats by $0.67M . Cloud services revenue of $16.8 million, up 13.0% year-over-year from $14.8 million in the first quarter of 2025 Colocation services revenue of $4.8 million, up 190.2% year-over-year from $1.6 million in the prior-year period, driven by the commencement of operations at MTL-3 in October 2025. Adjusted EBITDA of approximately $3.0 million, compared to approximately $6.0 million in the first quarter of 2025. Cash and cash equivalents of $75.8 million and restricted cash of $4.3 million as of March 31, 2026. More on WhiteFiber, Inc. WhiteFiber: Look Past Q4 Noise For The $865M NC-1 Inflection Point WhiteFiber, Inc. (WYFI) Q4 2025 Earnings Call Transcript WhiteFiber jumps after BTIG initiates coverage with Buy rating Historical earnings data for WhiteFiber, Inc. Financial information for WhiteFiber, Inc.