Earnings Call Insights: Clearway Energy, Inc. (CWEN) Q1 2026 Management View CEO Craig Cornelius said, "We are reiterating our 2026 CAFD guidance and our 2027 CAFD per share target of $2.70 or better," while emphasizing that "what has evolved meaningfully since our November update is the scale and visibility of growth investments we now see in the medium and long term." He added, "we now expect to...
Earnings Call Insights: Clearway Energy, Inc. (CWEN) Q1 2026 Management View CEO Craig Cornelius said, "We are reiterating our 2026 CAFD guidance and our 2027 CAFD per share target of $2.70 or better," while emphasizing that "what has evolved meaningfully since our November update is the scale and visibility of growth investments we now see in the medium and long term." He added, "we now expect to deploy 20% more corporate capital between 2026 and 2029 relative to our prior outlook." Cornelius pointed to data center-related demand as an incremental growth vector, saying, "Power demand tied to co-located digital infrastructure continues to represent a growth opportunity," citing "new equipment purchases" and "a design and delivery partnership with our friends at Quanta and Blattner" plus "ongoing engagement with hyperscaler customers across multiple complexes." Cornelius said the company is now leaning toward the upper end of longer-dated targets: "we are now increasing our focus towards delivering the top end or better of the 2030 CAFD per share target range of $2.90 to $3.10 per share," and later added the company expects to "set a growth target in 2031 later this year" tied to "the top end of our 5 to 8-plus percent long-term growth range in 2031." CFO Sarah Rubenstein reported, "For the first quarter, Clearway delivered adjusted EBITDA of $257 million and CAFD or free cash flow of $70 million," and said the company is "reaffirming our full year 2026 CASK guidance range of $470 million to $510 million." Outlook Management reiterated key targets, with Cornelius stating, "We are reiterating our 2026 CAFD guidance and our 2027 CAFD per share target of $2.70 or better," and framing 2030 execution as skewing higher: "we can achieve the top end or better of our 2030 target." Cornelius said the company’s increased medium-term investment visibility supports higher ambition beyond prior commentary: "Since November, we've materially increased our line of sight to investment...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Enbridge Inc. Enbridge Inc. (ENB:CA) Shareholder/Analyst Call Transcript Important Warning For Enbridge Investors: A Strong Quarter May Not Be Enough Enbridge: Pay The Premium, It's Worth It In The Long Run Enbridge Q1 earnings preview: analysts expect steady quarterly results Enbridge targets $10B–$20B new project FIDs over 24 months...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Enbridge Inc. Enbridge Inc. (ENB:CA) Shareholder/Analyst Call Transcript Important Warning For Enbridge Investors: A Strong Quarter May Not Be Enough Enbridge: Pay The Premium, It's Worth It In The Long Run Enbridge Q1 earnings preview: analysts expect steady quarterly results Enbridge targets $10B–$20B new project FIDs over 24 months as growth backlog reaches $39B
Texas Roadhouse ( TXRH ) rallied in premarket trading on Friday after delivering a solid Q1 earnings report, with revenue rising 12.8% to $1.63B and diluted EPS up 9.6% from last year's mark and ahead of the consensus expectation. The quarter was driven by stronger traffic, continued sales momentum, and still-healthy pricing. Comparable restaurant sales increased 7.1%, boosted by 4.5% traffic grow...
Texas Roadhouse ( TXRH ) rallied in premarket trading on Friday after delivering a solid Q1 earnings report, with revenue rising 12.8% to $1.63B and diluted EPS up 9.6% from last year's mark and ahead of the consensus expectation. The quarter was driven by stronger traffic, continued sales momentum, and still-healthy pricing. Comparable restaurant sales increased 7.1%, boosted by 4.5% traffic growth and a 2.6% rise in average check. TD Cowen analyst Andrew Charles said that in the firm's view, the bull case transpired within the Q1 results as 2026 commodity inflation was lowered to a 6% to 7% range from 7%, which marks the first COGS inflation guidance reduction since Q3 of 2024. Additionally, same-store sales strength in the quarter persisted into Q2 amid industry softness, setting the company up well to meet or exceed Q2 consensus estimates. Jefferies analyst Andy Barish also noted that demand trends are sustaining, which he said is particularly encouraging given contrasting volatility observed elsewhere in the industry. While the expected commodity inflation is now slightly less elevated, Brish and his team maintain some conservatism still given some uncertainty about the external environment. RBC Capital analyst Logan Reich called the report largely positive. "Notably, beef inflation was lower than anticipated, and management guided down the FY commodity outlook to 6-7% from ~7%, driven almost entirely by lower beef, which has been an overhang on the stock given it makes up 50% of their COGS (~17% of revenue)," updated Reich. Shares of Texas Roadhouse ( TXRH ) were up 5.7% in premarket trading to $167.00 vs. the 52-week range of $153.83 to $199.99. More on Texas Roadhouse Texas Roadhouse: Too Expensive, Look To Add Closer To Fair Value (Downgrade) Texas Roadhouse: Its Valuation Is Still Overcooked Texas Roadhouse: Why The Stock Didn't Drop On A 25% EPS Decline Texas Roadhouse GAAP EPS of $1.87 beats by $0.08, revenue of $1.63B misses by $10M Texas Roadhouse Q1 2...
Earnings Call Insights: Nano Dimension (NNDM) Q1 2026 Management View “We’re now at a very clear inflection point,” said CEO David Stehlin, outlining a “3-phase strategic plan” running “in parallel, not in series,” centered on “streamlining operations and cash burn reduction, product line monetization and go-forward alternative selection.” Stehlin said Q1 reflected typical seasonality and emphasiz...
Earnings Call Insights: Nano Dimension (NNDM) Q1 2026 Management View “We’re now at a very clear inflection point,” said CEO David Stehlin, outlining a “3-phase strategic plan” running “in parallel, not in series,” centered on “streamlining operations and cash burn reduction, product line monetization and go-forward alternative selection.” Stehlin said Q1 reflected typical seasonality and emphasized demand signals in two key product lines: “our 2 largest product lines, Fused Filament Fabrication or FFF… and Essemtec’s Surface Mount Technology or SMT product line, each delivered solid revenue performances,” while adding, “Underlying demand trends remain healthy.” On commercial traction, Stehlin said the FFF business “secured a significant expansion with a major U.S.-based automotive manufacturer,” and added, “We also continue to see growth in defense-related opportunities… and we expect this segment to further expand throughout this year.” On Essemtec, Stehlin said the SMT line is “winning exciting and significant new business in electronics and AI-related manufacturing,” and cited “continued expansion… with leading space and satellite companies.” Stehlin framed Phase 2 as active monetization work: “With the support of Guggenheim Securities… we are presenting the Board with alternatives to support the monetization of our product lines,” and said the AME and Fabrica sale “reduces complexity, improves focus and lowers our cost structure.” Stehlin disclosed a non-cash impairment tied to Markforged: “we determined that the full goodwill balance associated with Markforged totaling $40.4 million was impaired as of quarter end,” adding, “This is a noncash adjustment and does not impact our liquidity or execution of the plan.” CFO John Brenton said Q1 revenue was “$29.7 million,” gross profit was “$13.6 million,” and “adjusted gross margin” was “approximately 45.9%.” Outlook Brenton said the company is changing its guidance approach: “we have decided to withdraw our full yea...
Adeia Inc. recently reported past first-quarter 2026 results showing sales of US$104.77 million and net income of US$22.77 million, while also declaring a US$0.05 per-share dividend and completing a US$10 million share repurchase tranche. On the same day, the company disclosed that long-time CEO Paul E. Davis plans to step down by late 2026, even as Adeia secured new multi-year IP licensing agreem...
Adeia Inc. recently reported past first-quarter 2026 results showing sales of US$104.77 million and net income of US$22.77 million, while also declaring a US$0.05 per-share dividend and completing a US$10 million share repurchase tranche. On the same day, the company disclosed that long-time CEO Paul E. Davis plans to step down by late 2026, even as Adeia secured new multi-year IP licensing agreements with major partners such as AMD, Microsoft and L’Oréal and reaffirmed its full-year 2026...
Ubiquiti press release ( UI ): Q3 Non-GAAP EPS of $3.88 misses by $0.41 . Revenue of $788.2M (+18.7% Y/Y) misses by $26.1M . This figure represents a decrease from the prior quarter of 3.3% and an increase from the comparable prior year period of 18.7%. More on Ubiquiti Ubiquiti's Valuation May Need To Cool Down U.S. bans new foreign-made routers over security risks Seeking Alpha’s Quant Rating on...
Ubiquiti press release ( UI ): Q3 Non-GAAP EPS of $3.88 misses by $0.41 . Revenue of $788.2M (+18.7% Y/Y) misses by $26.1M . This figure represents a decrease from the prior quarter of 3.3% and an increase from the comparable prior year period of 18.7%. More on Ubiquiti Ubiquiti's Valuation May Need To Cool Down U.S. bans new foreign-made routers over security risks Seeking Alpha’s Quant Rating on Ubiquiti Historical earnings data for Ubiquiti Dividend scorecard for Ubiquiti
Tsingtao Brewery Company Limited press release ( TSGTF ): Q1 diluted EPS RMB 1.319. Revenue of RMB 10.28B (-1.5% Y/Y). More on Tsingtao Brewery Company Limited Historical earnings data for Tsingtao Brewery Company Limited Dividend scorecard for Tsingtao Brewery Company Limited Financial information for Tsingtao Brewery Company Limited
Tsingtao Brewery Company Limited press release ( TSGTF ): Q1 diluted EPS RMB 1.319. Revenue of RMB 10.28B (-1.5% Y/Y). More on Tsingtao Brewery Company Limited Historical earnings data for Tsingtao Brewery Company Limited Dividend scorecard for Tsingtao Brewery Company Limited Financial information for Tsingtao Brewery Company Limited
We Are/DigitalVision via Getty Images When I last wrote an article on Cross Country Healthcare ( CCRN ), Aya had just backed out of its proposed merger after the deal faced a lot of pushback from the Federal Trade Commission (FTC). That announcement came on December 4th, 2025, and the stock bottomed out around $7.50 per share. But now, around five months after the Aya merger officially fell throug...
We Are/DigitalVision via Getty Images When I last wrote an article on Cross Country Healthcare ( CCRN ), Aya had just backed out of its proposed merger after the deal faced a lot of pushback from the Federal Trade Commission (FTC). That announcement came on December 4th, 2025, and the stock bottomed out around $7.50 per share. But now, around five months after the Aya merger officially fell through, CCRN announced that it was being acquired by a new company. This time, the acquiring party is private equity firm Knox Lane, who is buying CCRN in a $437M all-cash deal , which comes out to $13.25 per share. CCRN shot up 30% on the news and at the time of writing sits at $13.09, leaving just a 1% discount to the acquisition price. Although I was disappointed by the merger failure, I maintained a Buy rating on the stock as I thought the financials were still decent enough and I did not want to sell at the bottom. There was tangible asset value for CCRN of around $5 per share, and the company still had positive operating cash flow. I felt fine with holding my previously purchased shares and even buying a bit more directly after the merger, but this acquisition was a better outcome than I'd hoped for or expected. The stock is now up more than 50% from my December article, and with the spread being small, I will exit my CCRN position. To clarify my process for assigning ratings, I rate a stock based on what I think the stock price is going to do by the time I write the next article. So I only assign a Sell rating if I think the stock price will be lower in a few months or a year. Since I expect the stock to be unchanged, I will be assigning a Hold rating. But practically speaking, I think investors would do well to cash out here, which is what I'll be doing. The Knox Lane Merger If you've been following CCRN for the couple of years, the first thing you might think when hearing about a new merger is whether this one will also get blocked by the FTC. As I established in previo...