sitox/E+ via Getty Images Previous Articles I Wrote About AMD I have covered Advanced Micro Devices, Inc. ( AMD ) more than a few times since I started on Seeking Alpha. Each article I published was either a buy or a strong buy rating. Do I have skin in the game? Yes, I've owned AMD for years now. But I made one of the biggest investments in February 2025. I published an article then and declared ...
sitox/E+ via Getty Images Previous Articles I Wrote About AMD I have covered Advanced Micro Devices, Inc. ( AMD ) more than a few times since I started on Seeking Alpha. Each article I published was either a buy or a strong buy rating. Do I have skin in the game? Yes, I've owned AMD for years now. But I made one of the biggest investments in February 2025. I published an article then and declared AMD a Strong Buy . Seeking Alpha I'm very satisfied with the performance. Just a year and 3 months later, I see a 300%+ return. But it's not all. I published two more articles since then, and the last one was in October 2025. Also a Strong Buy . Now, I see more data from AMD and a rapid valuation shift. That's why I decided to prepare this follow-up coverage. I will say this right from the get-go: I'm downgrading AMD. It's not a buy for me anymore. I'm always transparent, so I'd like readers to know that I trimmed my AMD position. I've sold ~50% of shares I had. I'm not going to sell the rest at this point. So AMD is a hold for me. I will discuss my reasons for the downgrade in this coverage. I've Always Been Impressed by AMD's Growth, but It's Not So Simple Don't get me wrong, AMD's growth and strong position in its market were my key rationales for buying in the past. But now, I don't think the growth justifies its valuation. Especially since I see the likes of Nvidia ( NVDA ) growing much faster. Despite much larger scale. And AMD will also face competition from Intel ( INTC ). I see that AMD scored a very strong quarter. Its top line grew by ~38% . But I'm most impressed about the data center segment. It grew much faster (I see a 57% y/o/y change). AMD's Investor Presentation But once again, I don't think it's that simple. I'm afraid that Nvidia grows even faster. NVDA scored a 75% growth in a comparable segment. And 73% based on overall top-line. I also know that NVDA is much more profitable. I see it has ~2000 bps higher gross margin. And over 2.5x higher operating in...
Willis Lease Finance ( WLFC ) announced plans to offer $175M in convertible senior notes due 2031 through a public offering. The company may allow underwriters to purchase up to an additional $25M in notes to cover over-allotments. Proceeds will primarily be used to temporarily repay borrowings under its revolving credit facility before being allocated to general corporate purposes. The notes will...
Willis Lease Finance ( WLFC ) announced plans to offer $175M in convertible senior notes due 2031 through a public offering. The company may allow underwriters to purchase up to an additional $25M in notes to cover over-allotments. Proceeds will primarily be used to temporarily repay borrowings under its revolving credit facility before being allocated to general corporate purposes. The notes will be senior unsecured obligations maturing on May 15, 2031, with semi-annual interest payments beginning November 15, 2026. More on Willis Lease Finance Willis Lease Finance Corporation (WLFC) Q1 2026 Earnings Call Transcript Willis Lease Finance: Engine Leasing Strength Supports Strong Buy Rating (Rating Upgrade) Willis Lease Finance Corporation (WLFC) Q4 2025 Earnings Call Transcript Willis Lease expects about $200M of balance sheet engines to move into Blackstone portfolio as fund fees begin Willis Lease Finance declares $0.40 dividend
sitox/E+ via Getty Images Previous Articles I Wrote About AMD I have covered Advanced Micro Devices, Inc. ( AMD ) more than a few times since I started on Seeking Alpha. Each article I published was either a buy or a strong buy rating. Do I have skin in the game? Yes, I've owned AMD for years now. But I made one of the biggest investments in February 2025. I published an article then and declared ...
sitox/E+ via Getty Images Previous Articles I Wrote About AMD I have covered Advanced Micro Devices, Inc. ( AMD ) more than a few times since I started on Seeking Alpha. Each article I published was either a buy or a strong buy rating. Do I have skin in the game? Yes, I've owned AMD for years now. But I made one of the biggest investments in February 2025. I published an article then and declared AMD a Strong Buy . Seeking Alpha I'm very satisfied with the performance. Just a year and 3 months later, I see a 300%+ return. But it's not all. I published two more articles since then, and the last one was in October 2025. Also a Strong Buy . Now, I see more data from AMD and a rapid valuation shift. That's why I decided to prepare this follow-up coverage. I will say this right from the get-go: I'm downgrading AMD. It's not a buy for me anymore. I'm always transparent, so I'd like readers to know that I trimmed my AMD position. I've sold ~50% of shares I had. I'm not going to sell the rest at this point. So AMD is a hold for me. I will discuss my reasons for the downgrade in this coverage. I've Always Been Impressed by AMD's Growth, but It's Not So Simple Don't get me wrong, AMD's growth and strong position in its market were my key rationales for buying in the past. But now, I don't think the growth justifies its valuation. Especially since I see the likes of Nvidia ( NVDA ) growing much faster. Despite much larger scale. And AMD will also face competition from Intel ( INTC ). I see that AMD scored a very strong quarter. Its top line grew by ~38% . But I'm most impressed about the data center segment. It grew much faster (I see a 57% y/o/y change). AMD's Investor Presentation But once again, I don't think it's that simple. I'm afraid that Nvidia grows even faster. NVDA scored a 75% growth in a comparable segment. And 73% based on overall top-line. I also know that NVDA is much more profitable. I see it has ~2000 bps higher gross margin. And over 2.5x higher operating in...
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
LEXINGTON, Mass., May 13, 2026 (GLOBE NEWSWIRE) -- Rapid Micro Biosystems, Inc. (Nasdaq: RPID) (the “Company”), an innovative life sciences technology company providing mission critical automation solutions to facilitate the efficient manufacturing and fast, safe release of healthcare products, today announced its financial results for the first quarter ended March 31, 2026.
LEXINGTON, Mass., May 13, 2026 (GLOBE NEWSWIRE) -- Rapid Micro Biosystems, Inc. (Nasdaq: RPID) (the “Company”), an innovative life sciences technology company providing mission critical automation solutions to facilitate the efficient manufacturing and fast, safe release of healthcare products, today announced its financial results for the first quarter ended March 31, 2026.
Deployment supports Lumen's cloud transformation by enhancing scalability, resilience, and operational efficiency for enterprise services through AI‑assisted cloud migration JERSEY CITY, NJ / ACCESS Newswire / May 13, 2026 / Amdocs (NASDAQ:DOX), a ...
Deployment supports Lumen's cloud transformation by enhancing scalability, resilience, and operational efficiency for enterprise services through AI‑assisted cloud migration JERSEY CITY, NJ / ACCESS Newswire / May 13, 2026 / Amdocs (NASDAQ:DOX), a ...
Broadcom stock snapshot and recent performance Broadcom (AVGO) has been drawing fresh attention after recent trading left the stock at a last close of US$419.30. Its move over the past month and past 3 months has differed from its 1-day and 7-day declines. See our latest analysis for Broadcom. While the share price has eased over the past week and day, Broadcom’s 30-day and 90-day share price retu...
Broadcom stock snapshot and recent performance Broadcom (AVGO) has been drawing fresh attention after recent trading left the stock at a last close of US$419.30. Its move over the past month and past 3 months has differed from its 1-day and 7-day declines. See our latest analysis for Broadcom. While the share price has eased over the past week and day, Broadcom’s 30-day and 90-day share price returns of 12.85% and 22.33% sit alongside a 1-year total shareholder return of 81.87%, with very...
Hawkins press release ( HWKN ): Q1 GAAP EPS of $0.74 misses by $0.01 . Revenue of $265.9M (-9.3% Y/Y) beats by $10.62M . Fourth quarter operating cash flow of $37.7 million, an increase of $6.9 million, or 22% over the same quarter in the prior year. Full-Year Fiscal Year 2026 Highlights: Sales of approximately $1.1 billion, an increase of $109.3 million, or 11% from fiscal 2025. Gross profit of $...
Hawkins press release ( HWKN ): Q1 GAAP EPS of $0.74 misses by $0.01 . Revenue of $265.9M (-9.3% Y/Y) beats by $10.62M . Fourth quarter operating cash flow of $37.7 million, an increase of $6.9 million, or 22% over the same quarter in the prior year. Full-Year Fiscal Year 2026 Highlights: Sales of approximately $1.1 billion, an increase of $109.3 million, or 11% from fiscal 2025. Gross profit of $245.1 million, an increase of $19.5 million, or 9% from fiscal 2025. Operating cash flow of $144.3 million, an increase of $33.2 million, or 30% from fiscal 2025. Diluted earnings per share or EPS of $3.91, a decrease of $0.12, or 3%, from fiscal 2025, due primarily to an approximately $16.5 million increase in amortization, interest expense, and fair value accretion related to the earnout liability from the six acquisitions completed in fiscal 2026, including WaterSurplus. Assuming the acquisition of WaterSurplus had occurred at the beginning of the prior fiscal year, pro forma EPS would have increased by $0.32, or 9%, over the prior fiscal year. Net income was $81.5 million, while Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization (Adjusted EBITDA), a non-GAAP measure, was $179.0 million, an increase of 6% over the prior fiscal year. More on Hawkins Seeking Alpha’s Quant Rating on Hawkins Historical earnings data for Hawkins Dividend scorecard for Hawkins Financial information for Hawkins
The Trump administration is suspending a requirement that visitors from countries that have qualified for the World Cup and bought tickets for the tournament pay as much as $15,000 in bonds to enter the U.S. (Image credit: Mark Schiefelbein)
The Trump administration is suspending a requirement that visitors from countries that have qualified for the World Cup and bought tickets for the tournament pay as much as $15,000 in bonds to enter the U.S. (Image credit: Mark Schiefelbein)
Microsoft stock is in the spotlight as LinkedIn revealed plans of cutting 5% of its global workforce. Here’s how you should play MSFT shares for the remainder of 2026.
Microsoft stock is in the spotlight as LinkedIn revealed plans of cutting 5% of its global workforce. Here’s how you should play MSFT shares for the remainder of 2026.
Amazon has launched Amazon Supply Chain Services, putting it in direct competition with United Parcel Service (NYSE:UPS) in global logistics. UPS is accelerating its exit from lower margin Amazon delivery volumes following this development. The company is planning significant job cuts and putting more focus on its healthcare logistics operations. UPS is one of the largest parcel delivery and logis...
Amazon has launched Amazon Supply Chain Services, putting it in direct competition with United Parcel Service (NYSE:UPS) in global logistics. UPS is accelerating its exit from lower margin Amazon delivery volumes following this development. The company is planning significant job cuts and putting more focus on its healthcare logistics operations. UPS is one of the largest parcel delivery and logistics companies, and Amazon moving further into end to end logistics changes the competitive...
Qnity Electronics, Inc. reported past first‑quarter 2026 results with sales of US$1.32 billion, net income of US$151 million, and basic earnings per share from continuing operations of US$0.72, while also raising its full‑year net sales outlook to between US$5.23 billion and US$5.38 billion. The company tied its stronger outlook to demand for materials and packaging used in artificial intelligence...
Qnity Electronics, Inc. reported past first‑quarter 2026 results with sales of US$1.32 billion, net income of US$151 million, and basic earnings per share from continuing operations of US$0.72, while also raising its full‑year net sales outlook to between US$5.23 billion and US$5.38 billion. The company tied its stronger outlook to demand for materials and packaging used in artificial intelligence and advanced computing, underpinned by collaborations with NVIDIA and participation in Apple’s...
Cisco CEO Chuck Robbins speaks at the Semafor World Economy summit in Washington on April 15, 2026. Alex Wong | Getty Images Cisco shares soared in extended trading on Wednesday after the company issued results and guidance that topped Wall Street's projections. Here's how the company did in comparison with LSEG consensus: Earnings per share: $1.06 adjusted vs. $1.04 expected Revenue: $15.84 billi...
Cisco CEO Chuck Robbins speaks at the Semafor World Economy summit in Washington on April 15, 2026. Alex Wong | Getty Images Cisco shares soared in extended trading on Wednesday after the company issued results and guidance that topped Wall Street's projections. Here's how the company did in comparison with LSEG consensus: Earnings per share: $1.06 adjusted vs. $1.04 expected Revenue: $15.84 billion vs. $15.56 billion expected Revenue increased 12% in the quarter ended April 25, from $14.15 billion a year earlier, Cisco said in a statement. Net income rose to $3.37 billion, or 85 cents per share, from $2.49 billion, or 62 cents per share, a year earlier. For the fiscal fourth quarter, Cisco called for $1.16 to $1.18 in adjusted earnings per share on $16.7 billion to $16.9 billion in revenue. Analysts polled by LSEG were looking for $1.07 in adjusted earnings per share on $15.82 billion in revenue. Cisco said it's received $5.3 billion in artificial intelligence infrastructure and hyperscaler orders so far this year, and raised its expected orders for the fiscal year to $9 billion, up from $5 billion. The company said it expects revenue in that market for the fiscal year of $4 billion, up from a prior projection of $3 billion. While Cisco has trailed many of its data center peers in the AI race, Wall Street has been rallying to the company's story of late, pushing the stock to a record late last year, finally surpassing its dot-com high. The shares have continued to climb this year, gaining 33%, topping the Nasdaq's 14% advance. During the quarter, Cisco announced switches and routers that use its next-generation processor. The company also debuted a leaderboard for ranking generative AI models based on how their robustness against cybersecurity attacks. Cisco's networking revenue increased 25% to $8.82 billion, exceeding the $8.47 billion consensus among analysts polled by StreetAccount. Security revenue was flat at about $2 billion, compared to StreetAccount's $1.9...
EquipmentShare.com Inc. press release ( EQPT ): Q1 GAAP EPS of -$0.20 beats by $0.02 . Revenue of $989M beats by $89.02M . As of March 31, 2026, total available liquidity was $1,605 million, which included availability on the asset-based revolving credit facility of $1,276 million and cash and cash equivalents of $329 million. Net leverage(8) decreased to 2.8x as of March 31, 2026, from 3.2x as of...
EquipmentShare.com Inc. press release ( EQPT ): Q1 GAAP EPS of -$0.20 beats by $0.02 . Revenue of $989M beats by $89.02M . As of March 31, 2026, total available liquidity was $1,605 million, which included availability on the asset-based revolving credit facility of $1,276 million and cash and cash equivalents of $329 million. Net leverage(8) decreased to 2.8x as of March 31, 2026, from 3.2x as of March 31, 2025. More on EquipmentShare.com Inc. EquipmentShare.com: A Much More Compelling Set-Up Here EquipmentShare.com Inc. (EQPT) Q4 2025 Earnings Call Transcript Goldman Sachs cuts IPO forecast; biggest IPOs since 2025 ranked by market cap Largest IPOs of the last 90 days register mixed debut Historical earnings data for EquipmentShare.com Inc.
Jack in the Box ( JACK ) reported same-store sales were down 3.8% year-over-year in FQ2, with a franchise same-store sales decline of 3.9% vs. -2.5% consensus and a company-operated same-store sales drop of 2.8% vs. -1.8% consensus. The restaurant operator noted that the weakness was primarily from a decline in transactions, partially offset by an increase in price. Total sales fell 3.8%. Restaura...
Jack in the Box ( JACK ) reported same-store sales were down 3.8% year-over-year in FQ2, with a franchise same-store sales decline of 3.9% vs. -2.5% consensus and a company-operated same-store sales drop of 2.8% vs. -1.8% consensus. The restaurant operator noted that the weakness was primarily from a decline in transactions, partially offset by an increase in price. Total sales fell 3.8%. Restaurant-level margin was down 320 basis points during the quarter to 16.4% of sales vs. 18.0% consensus. The decrease was noted to be primarily from a decline in transactions, partially offset by an increase in price. Franchise-level margin was 37.9% from 40.0% a year ago due to lower sales driving lower rent revenue and royalties and a decrease in the number of restaurants as part of the 'JACK on Track' closure program, as well as lower lease termination fees. Operating earnings per share was $0.76 vs. $1.25 a year ago. Diluted EPS was $0.65 vs. $1.09 a year ago. The restaurant operator's net Jack in the Box restaurant unit growth was flat for the quarter. JACK ended the quarter with 1,979 franchised locations and 149 company-owned locations. "Second quarter results did not meet expectations; however, trends have improved into the third quarter. Jack in the Box is an iconic brand, and I'm eager to dive in with our passionate team and franchisees to further improve operating results," stated interim CEO Darin Harris on the quarter. Looking ahead, the company sees 2026 adjusted EBITDA of $225M to $235M. In a C-suite move, Jack in the Box ( JACK ) announced that its board appointed Mark King as executive chairman and interim chief executive officer, effective immediately. King, a member of the board since November 2025 and its chair since March 2026, succeeds Lance Tucker. Jack in the Box ( JACK ) has made some dramatic moves since facing activist pressure from Sardar Biglari and his Biglari Capital. The company's response included a limited-duration shareholder rights plan and bo...
Earnings Call Insights: Xtant Medical Holdings (XTNT) Q1 2026 Management View "Since our last quarterly update, Xtant Medical has achieved multiple significant milestones that position us for sustained growth," said President, CEO & Director Sean Browne, highlighting: "We strengthened our balance sheet with proceeds from the Companion Spine transaction, secured transformational license agreement w...
Earnings Call Insights: Xtant Medical Holdings (XTNT) Q1 2026 Management View "Since our last quarterly update, Xtant Medical has achieved multiple significant milestones that position us for sustained growth," said President, CEO & Director Sean Browne, highlighting: "We strengthened our balance sheet with proceeds from the Companion Spine transaction, secured transformational license agreement with Dilon Technologies that moves us into the multibillion-dollar hemostatic agent market and advanced our innovation track record with the commercial launch of Trivium Shaped. With that as a backdrop, we are raising our full year 2026 revenue guidance to $101 million to $105 million" (President, CEO & Director Sean Browne). "Through this agreement, we acquired exclusive U.S. distribution rights to Dilon's HEMOBLAST Bellows product" and "gives us entry into an estimated $2 billion global addressable market for hemostatic products" (President, CEO & Director Browne). "As part of the agreement, we have hired Dilon's team of 21 sales professionals" and "doubling the number of regional sales reps in the field in 2026," while adding that "we still plan to add significant resources to our national accounts team" (President, CEO & Director Browne). "We are pleased to announce that in March that we received the final $10.7 million" from Companion Spine and "the total purchase price for the 2 divestitures was $21.4 million"; Browne said the proceeds were used "to reduce our borrowings and strengthen our cash position" and to "sharpen our focus on our core high-margin biologics business" (President, CEO & Director Browne). "Total revenue for the first quarter of 2026 was $20.9 million" and "gross margin for the first quarter of 2026 was 57.3%," while "net loss for the first quarter of 2026 was $3.1 million or $0.02 per basic and diluted share" (Chief Financial Officer Scott Neils). Outlook "We are raising our full year 2026 revenue guidance to be in the range of $101 million to $105 ...