ThredUp press release ( TDUP ): Q1 GAAP EPS of -$0.05 in-line. Revenue of $81.7M (+14.6% Y/Y) beats by $1.54M . Ended the quarter with cash and cash equivalents, restricted cash, and marketable securities of $54.4 million, up 1.3 million from the previous quarter Financial Outlook For the second quarter 2026, ThredUp expects: Revenue in the range of $89.0 million to $91.0 million, +16% year-over-y...
ThredUp press release ( TDUP ): Q1 GAAP EPS of -$0.05 in-line. Revenue of $81.7M (+14.6% Y/Y) beats by $1.54M . Ended the quarter with cash and cash equivalents, restricted cash, and marketable securities of $54.4 million, up 1.3 million from the previous quarter Financial Outlook For the second quarter 2026, ThredUp expects: Revenue in the range of $89.0 million to $91.0 million, +16% year-over-year at the midpoint Gross margin in the range of 78.5% to 79.5% Adjusted EBITDA margin of approximately 5.2% For the full fiscal year 2026, ThredUp expects: Revenue in the range of $351.2 million to $356.2 million, +14% year-over-year at the midpoint Gross margin in the range of 78.5% to 79.5% Adjusted EBITDA margin of approximately 6.1% More on ThredUp ThredUp: Strong Thrifting Demand Underlies Falling Valuation ThredUp Inc. (TDUP) Q4 2025 Earnings Call Transcript ThredUp Inc. 2025 Q4 - Results - Earnings Call Presentation Quant check on e-commerce names as GameStop offers to buy eBay ThredUp gains amid positive outlook for the U.S. resale industry
Palantir Technologies Inc (NYSE:PLTR) reported first quarter results on Monday that exceeded analyst expectations on both earnings and revenue, driven by strong growth in its US business, particularly in the commercial segment. The data analytics firm posted adjusted earnings per share of...
Palantir Technologies Inc (NYSE:PLTR) reported first quarter results on Monday that exceeded analyst expectations on both earnings and revenue, driven by strong growth in its US business, particularly in the commercial segment. The data analytics firm posted adjusted earnings per share of...
Ocugen ( OCGN ) announced on Monday that it plans to raise about $115M through Convertible Senior Notes due 2034 in a private placement to qualified institutional buyers. Additionally, it also plans a 13-day option for the initial purchaser to raise an additional $15M in notes if demand allows. The company will use ~$32.7M of net proceeds to fully repay its existing debt with affiliates of Avenue ...
Ocugen ( OCGN ) announced on Monday that it plans to raise about $115M through Convertible Senior Notes due 2034 in a private placement to qualified institutional buyers. Additionally, it also plans a 13-day option for the initial purchaser to raise an additional $15M in notes if demand allows. The company will use ~$32.7M of net proceeds to fully repay its existing debt with affiliates of Avenue Capital Group, helping reduce near-term debt. On the other hand, the remaining net proceeds from the initial purchaser will be deployed for general corporate purposes. The notes may be converted into cash, shares, or a mix, with the final interest rate and conversion ratio still to be decided at pricing. The deal remains subject to market conditions and is not finalized yet. Following the news, the stock traded at ~$1.64 while dropping ~12% in after-hours. Source: Press Release More on Ocugen Ocugen, Inc. (OCGN) Discusses Top Line Results From Phase II ArMaDa Trial of OCU410 in Geographic Atrophy Transcript Ocugen: Downgrading After OCU410 Data Release Ocugen, Inc. (OCGN) Q4 2025 Earnings Call Transcript Ocugen Q1 2026 Earnings Preview Ocugen falls after 12-month data from mid-stage trial for GA therapy
RB Global press release ( RBA ): Q1 Non-GAAP EPS of $1.01 beats by $0.04 . Revenue of $1.2B (+9.1% Y/Y) beats by $50M . Net income increased 20% year over year to $135.6 million. Net income available to common stockholders increased 21% year over year to $124.6 million. 2026 Financial Outlook The Company has updated its full-year 2026 outlook for select financial data, as shown below: (in millions...
RB Global press release ( RBA ): Q1 Non-GAAP EPS of $1.01 beats by $0.04 . Revenue of $1.2B (+9.1% Y/Y) beats by $50M . Net income increased 20% year over year to $135.6 million. Net income available to common stockholders increased 21% year over year to $124.6 million. 2026 Financial Outlook The Company has updated its full-year 2026 outlook for select financial data, as shown below: (in millions, except percentages) Current Outlook Prior Outlook GTV growth 6% to 9% 5% to 8% Adjusted EBITDA $1,485 to $1,545 $1,470 to $1,530 Full year tax rate (GAAP and adjusted) 23% to 25% 23% to 25% Capital expenditures4 $350 to $400 $350 to $400 Click to enlarge Click to enlarge More on RB Global RB Global: Improving Business Mix, Limited Valuation Upside RB Global, Inc. (RBA) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript RB Global, Inc. 2025 Q4 - Results - Earnings Call Presentation RB Global to acquire Bigiron RB Global outlines 5–8% GTV growth target for 2026 with focus on market share gains and AI-driven initiatives
Golub Capital BDC press release ( GBDC ): Q2 adjusted net investment income per share of $0.34. Total investment income of $188.13M. Net asset value (“NAV”) per share decreased to $14.35 at March 31, 2026 from $14.84 at December 31, 2025. On May 1, 2026, our board of directors declared a quarterly distribution of $0.33 per share, which is payable on June 29, 2026, to stockholders of record as of J...
Golub Capital BDC press release ( GBDC ): Q2 adjusted net investment income per share of $0.34. Total investment income of $188.13M. Net asset value (“NAV”) per share decreased to $14.35 at March 31, 2026 from $14.84 at December 31, 2025. On May 1, 2026, our board of directors declared a quarterly distribution of $0.33 per share, which is payable on June 29, 2026, to stockholders of record as of June 15, 2026. During the three months ended March 31, 2026, we opportunistically repurchased approximately 2,236,904 shares of our common stock for an aggregate purchase price of approximately $27.8 million, at an aggregate price of $12.43 per share, and during the period April 1, 2026 through May 4, 2026 we repurchased approximately 0.7 million shares of our common stock for an aggregate purchase price of approximately $8.4 million, at an aggregate price of $12.93 per share in response to market volatility. During the three months ended March 31, 2026, the Golub Capital Employee Grant Program Rabbi Trust (the “Trust”) purchased approximately $18.7 million, or 1,500,000 shares, of our common stock for the purpose of awarding incentive compensation to employees of Golub Capital. During the calendar year 2025, the Trust purchased approximately $45.1 million or 3,089,459 shares, of our common stock. More on Golub Capital BDC Golub Capital BDC: An Underrated Opportunity In The BDC Sector Golub Capital: High Yield And Significant Discount Make It A Buy Golub Capital: The Dividend Cut Took Place As Projected, But I'm Still Not Buying Golub Capital BDC Q2 2026 Earnings Preview RBC Capital Markets initiates coverage of Golub Capital with Buy-equivalent
New Mountain Finance press release ( NMFC ): Q1 Adjusted net investment income of $32.2 million, or $0.32 per weighted average share Net asset value of $10.92 per share compared to $11.52 per share as of December 31, 2025; factoring in the Secondary Sale 11 , NAV per share as of December 31, 2025, would have been $11.15 Declared a second quarter 2026 distribution of $0.25 per share, payable on Jun...
New Mountain Finance press release ( NMFC ): Q1 Adjusted net investment income of $32.2 million, or $0.32 per weighted average share Net asset value of $10.92 per share compared to $11.52 per share as of December 31, 2025; factoring in the Secondary Sale 11 , NAV per share as of December 31, 2025, would have been $11.15 Declared a second quarter 2026 distribution of $0.25 per share, payable on June 30, 2026, to holders of record as of June 16, 2026 As of March 31, 2026, the Company had cash and cash equivalents of $51.1 million and total statutory debt outstanding of $1,172.7 million More on New Mountain Finance New Mountain Finance: Deep Discount, Strong Fundamentals New Mountain Finance: High Safety Margin New Mountain Finance (NMFC) Q4 2025 Earnings Call Transcript New Mountain Finance Q1 2026 Earnings Preview New Mountain Finance outlines $0.25 quarterly dividend target and $477M asset sale to drive portfolio diversification
Dividend stocks can be a crucial part of any well-balanced portfolio. In addition to the dividend income they generate, they can also make for fairly stable long-term investments, and they can reduce your overall risk. For a company to generate consistent dividend income, there needs to be confidence in its ability to continually grow and perform well. This month, three of the best dividend stocks...
Dividend stocks can be a crucial part of any well-balanced portfolio. In addition to the dividend income they generate, they can also make for fairly stable long-term investments, and they can reduce your overall risk. For a company to generate consistent dividend income, there needs to be confidence in its ability to continually grow and perform well. This month, three of the best dividend stocks that I think investors can add to their portfolios without much worry are AbbVie (NYSE: ABBV) , Verizon Communications (NYSE: VZ) , and Canadian Natural Resources (NYSE: CNQ) . Here's why they can be excellent stocks to load up on right now. Image source: Getty Images. Continue reading
Diamondback Energy Inc. , one of the leading independent shale oil producers in the US, is raising output in response to rising prices caused by the Iran war. “Because of our positioning, our preparation and this price signal, we are bringing incremental barrels to the market immediately,” Chief Executive Officer Kaes Van’t Hof said Monday in a letter to shareholders . His comments come just days ...
Diamondback Energy Inc. , one of the leading independent shale oil producers in the US, is raising output in response to rising prices caused by the Iran war. “Because of our positioning, our preparation and this price signal, we are bringing incremental barrels to the market immediately,” Chief Executive Officer Kaes Van’t Hof said Monday in a letter to shareholders . His comments come just days after Exxon Mobil Corp. and Chevron Corp. said they weren’t significantly altering their production plans in response to the disruption to supplies from the Persian Gulf.
JHVEPhoto Chevron ( CVX ) CEO Mike Wirth said he has advised the White House that global oil supplies are “tightening” amid the continued closure of the Strait of Hormuz. “I’ve advised people in the administration that the buffers in the system that help ensure supplies are available to markets are being drawn down,” Wirth told Bloomberg TV on Monday . Wirth also said that he's spoken with shippin...
JHVEPhoto Chevron ( CVX ) CEO Mike Wirth said he has advised the White House that global oil supplies are “tightening” amid the continued closure of the Strait of Hormuz. “I’ve advised people in the administration that the buffers in the system that help ensure supplies are available to markets are being drawn down,” Wirth told Bloomberg TV on Monday . Wirth also said that he's spoken with shipping managers about reports of exchanged fire between U.S. and Iranian forces in the area. “We remain concerned about the security of transit,” he added. More on Chevron, State Street® Energy Select Sector SPDR® ETF, etc. Macro Insights: Sell In May At All-Time High? Commodities: Oil Steadier As Market Digests Trump's Hormuz Plan Chevron Corporation 2026 Q1 - Results - Earnings Call Presentation Goldman warns oil buffers are shrinking fast as Hormuz tensions spike prices Oil surges as Iran escalates gulf attacks, tests control of Hormuz
hapabapa Palantir Technologies ( PLTR ) shares rose 1.2% in extended trading on Monday after the technology company reported first-quarter and results that topped Wall Street's estimates. For the period ending March 31, Palantir said it earned an adjusted $0.22 per share as revenue surged 85% year-over-year to come in at $1.63B. Included in that was a 104% rise in U.S. revenue to $1.282B. U.S. com...
hapabapa Palantir Technologies ( PLTR ) shares rose 1.2% in extended trading on Monday after the technology company reported first-quarter and results that topped Wall Street's estimates. For the period ending March 31, Palantir said it earned an adjusted $0.22 per share as revenue surged 85% year-over-year to come in at $1.63B. Included in that was a 104% rise in U.S. revenue to $1.282B. U.S. commercial revenue grew 133% year-over-year to $595M, while U.S. government revenue grew 85% year-over-year to $687M. The company closed 206 deals worth at least $1M during the period, including 72 worth at least $5M and 47 worth at least $10M. It closed $2.41B in total contract value during the quarter, up 61% year-over-year, including $1.176B in U.S. commercial contracts. Analysts had expected the company to earn an adjusted $0.28 per share on $1.54B in revenue. “Palantir's Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK hynix,” said Palantir CEO and co-founder Alex Karp in a statement . “Momentum surged as we grew 85% last quarter—our highest-ever year-over-year growth rate—by more than doubling our U.S. business, and now we are raising our full-year revenue guidance to 71% growth, 10 points ahead of our guidance from last quarter, driven by our confidence in an accelerating U.S. market.” Looking ahead to the second-quarter of fiscal 2026, Palantir said it expects revenue to be between $1.797B and $1.801B, above the $1.68B estimate. Adjusted operating profit is forecast to be between $1.063B and $1.067B, above the consensus forecast. For the full-year, Palantir said it expects revenue to be between $7.65B and $7.662B, above the consensus estimate of $7.24B. The company also upped its U.S. commercial revenue guidance, as it now expects sales in the segment to be more than $3.224B, up at least 120% year-over-year. Palantir also upped its adjusted income from operations gu...
3 E Network Technology ( MASK ) said on Monday it has entered into a securities purchase agreement with an institutional investor for up to $1.3 million in convertible notes. The company said the deal includes an initial closing of $920,000 and provides for a potential second tranche of $300,000, subject to conditions. 3 E Network added the agreement also includes warrants to purchase shares and t...
3 E Network Technology ( MASK ) said on Monday it has entered into a securities purchase agreement with an institutional investor for up to $1.3 million in convertible notes. The company said the deal includes an initial closing of $920,000 and provides for a potential second tranche of $300,000, subject to conditions. 3 E Network added the agreement also includes warrants to purchase shares and that the notes carry an 8% original issue discount. Source: Press Release More on 3 E Network Technology Group Financial information for 3 E Network Technology Group
ONE Gas press release ( OGS ): Q1 Non-GAAP EPS of $2.11 misses by $0.05 . Revenue of $831.7M misses by $137.66M . 2026 FINANCIAL GUIDANCE ONE Gas affirmed the financial guidance it issued on Dec. 1, 2025, as supplemented on Feb. 18, 2026. For 2026, net income is expected to be in the range of $294 million to $302 million, or $4.65 to $4.77 per diluted share, while adjusted net income is expected t...
ONE Gas press release ( OGS ): Q1 Non-GAAP EPS of $2.11 misses by $0.05 . Revenue of $831.7M misses by $137.66M . 2026 FINANCIAL GUIDANCE ONE Gas affirmed the financial guidance it issued on Dec. 1, 2025, as supplemented on Feb. 18, 2026. For 2026, net income is expected to be in the range of $294 million to $302 million, or $4.65 to $4.77 per diluted share, while adjusted net income is expected to be in the range of $306 million to $314 million, or $4.83 to $4.95 per diluted share. The Company continues to expect long-term GAAP and adjusted net income growth of 7 to 9 percent and GAAP and adjusted net income per diluted share growth of 5 to 7 percent, consistent with its established five-year financial outlook. Capital investments, including asset removal costs, are expected to be approximately $800 million in 2026. Capital investments for extensions to new customers are expected to be approximately $230 million. More on ONE Gas ONE Gas, Inc. (OGS) Presents at Morgan Stanley Energy & Power Conference 2026 - Slideshow ONE Gas, Inc. (OGS) Presents at UBS Midwest Utilities Conference - Slideshow ONE Gas, Inc. (OGS) Q4 2025 Earnings Call Transcript Mid-Cap utility stocks ranked by quant ratings after earnings season ONE Gas outlines 2026 adjusted EPS guidance of $4.83–$4.95 while expanding system capacity and reinforcing Texas regulatory impact
neilkendall/iStock Editorial via Getty Images Shares of Eastman Chemical ( EMN ) have been a muted performer over the past year, trading just flat. The chemicals sector has struggled amid persistent excess supply, which has limited pricing power, making it a general laggard during the market rally of the past year. That said, conditions are steadily improving, and the outages in the Middle East ar...
neilkendall/iStock Editorial via Getty Images Shares of Eastman Chemical ( EMN ) have been a muted performer over the past year, trading just flat. The chemicals sector has struggled amid persistent excess supply, which has limited pricing power, making it a general laggard during the market rally of the past year. That said, conditions are steadily improving, and the outages in the Middle East are helping to further tighten supply and improve pricing power. I last covered shares in February , rating the stock a “ B uy” given my view the business has bottomed . The stock has gained 6% since then. With updated financials, now is a good time to revisit Eastman. Seeking Alpha In the company’s first quarter, Eastman earned $1.09 per share, which was $0.03 better than expectations even as revenue declined 5% to $2.2 billion. Earnings were still down from $1.91 last year, reflecting meaningful margin pressure. EMN has faced weaker demand as customers have destocked their own inventories, and consumer demand for discretionary goods has been muted. Pricing and volume were each 4% headwinds. Separately, during Q1, EMN recognized a $20 million tariff refund, with the cash expected to hit in the second half of this year; there are no further refunds expected. Drilling into segment results, Advanced Material revenue was flat from last year at $715 million, but profits fell by 40% to $69 million, given a 640bp compression in margins to 9.7%. Pricing remains the key challenge. We did see margins improve sequentially as its Kingsport facility has ramped up and utilization is improving. The automakers are a key end market, and demand has been soft here. With elevated rates and affordability challenges, I believe consumers are deferring big-ticket purchases, and I expect a mid-single-digit decline in volumes here. Eastman Chemical Results are stable in Additives & Functional projects, with revenue up 1% to $739 million and EBIT flat at $142 million. Construction activity has been th...
Madison Square Garden Sports ( MSGS ) named Paul DiCicco as Executive VP, chief financial officer, and treasurer effective May 11. DiCicco joins from Stephen Gould Corp and previously held roles at Harris Blitzer Sports & Entertainment. Current CFO Victoria Mink will remain temporarily to assist with the transition. More on Madison Square Garden Madison Square Garden: A Potential Spin-Off And A Va...
Madison Square Garden Sports ( MSGS ) named Paul DiCicco as Executive VP, chief financial officer, and treasurer effective May 11. DiCicco joins from Stephen Gould Corp and previously held roles at Harris Blitzer Sports & Entertainment. Current CFO Victoria Mink will remain temporarily to assist with the transition. More on Madison Square Garden Madison Square Garden: A Potential Spin-Off And A Vanishing Discount Madison Square Garden Sports Corp. (MSGS) Q2 2026 Earnings Call Transcript MSG Sports gains as Seaport sees positives ahead of possible spin-out of Knicks, Rangers Madison Square Garden Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on Madison Square Garden
This year’s winners also include Jill Lepore’s book on the constitution and Brian Goldstone’s on housing insecurity Sign up for the Breaking News US newsletter email Pulitzer prize officials awarded the fiction award to an author with a long history in fantasy, horror and young adult novels: Daniel Kraus, cited for Angel Down, a first world war narrative that unfolds in one long sentence. Liberati...
This year’s winners also include Jill Lepore’s book on the constitution and Brian Goldstone’s on housing insecurity Sign up for the Breaking News US newsletter email Pulitzer prize officials awarded the fiction award to an author with a long history in fantasy, horror and young adult novels: Daniel Kraus, cited for Angel Down, a first world war narrative that unfolds in one long sentence. Liberation, Bess Wohl’s look back at the feminist consciousness-raising groups of the 1970s, received the drama prize. Winners announced on Monday included two books rooted in the founding of the US. Jill Lepore’s We the People: A History of the US Constitution won for history, and Amanda Vaill’s Pride and Pleasure: The Schuyler Sisters in an Age of Revolution was the winner for biography. Continue reading...
Voyager Technologies, Inc. press release ( VOYG ): Q1 Non-GAAP EPS of -$0.61 misses by $0.01 . Revenue of $35.2M (+2.0% Y/Y) misses by $2.17M . Voyager maintains a strong financial position, ending the quarter with $429.4 million in cash and cash equivalents and total liquidity of $641.4 million, including $212 million available capacity under our revolver. For the full year 2026, we increased our...
Voyager Technologies, Inc. press release ( VOYG ): Q1 Non-GAAP EPS of -$0.61 misses by $0.01 . Revenue of $35.2M (+2.0% Y/Y) misses by $2.17M . Voyager maintains a strong financial position, ending the quarter with $429.4 million in cash and cash equivalents and total liquidity of $641.4 million, including $212 million available capacity under our revolver. For the full year 2026, we increased our guidance range to $230 million to $255 million. More on Voyager Technologies, Inc. Voyager Technologies: NASA Mission Win Is Strategic, Not Financial Voyager: Scaling Defence Momentum, Starlab Optionality Remains Voyager Technologies, Inc. (VOYG) Q4 2025 Earnings Call Transcript Voyager Technologies wins NASA order for VOYG-1 private astronaut mission Voyager Technologies rated Buy at Citi as defense, space spending surge
Richard Drury/DigitalVision via Getty Images There exists an ETF capable of having quality and profitability competitive with the S&P 500, valuations in line with the S&P 500, and expected returns similar to the S&P 500. Would you choose this ETF or a classic S&P 500 (for example, with an ETF like SPY)? A question I asked myself while observing WisdomTree US Quality Dividend Growth Fund ETF ( DGRW...
Richard Drury/DigitalVision via Getty Images There exists an ETF capable of having quality and profitability competitive with the S&P 500, valuations in line with the S&P 500, and expected returns similar to the S&P 500. Would you choose this ETF or a classic S&P 500 (for example, with an ETF like SPY)? A question I asked myself while observing WisdomTree US Quality Dividend Growth Fund ETF ( DGRW ). I ask this because those who follow me know that I highly appreciate quality filters and the GARP mentality and that I always try to include it in my model portfolio. Honestly, I approached DGRW with the hope of finding something competitive in this sense. And although the results didn't disappoint me 100%, I understood that behind DGRW there's a truth you absolutely must know before investing here. But first… What Is DGRW? It's a smart beta equity ETF oriented toward dividend distribution on a quarterly basis, based on a Physical Fully Replicated of the WisdomTree U.S. Quality Dividend Growth UCITS Index benchmark at a TER of 0.33%. It does this with the objective of selecting dividend-paying companies with growth characteristics. DGRW - Profile (Seeking Alpha) To be specific, the focus is not high dividend but dividend growth, and this is a strong conceptual point for the research because in theory it distinguishes it from high-dividend ETFs and dividend-income ETFs and brings it closer to the dimension I prefer in theory: that of the quality filter and the GARP investing approach. Selection Method The index uses two main factors: Quality: Based on 3-year average ROE and 3-year average ROA. Growth: Based on analysts' earnings growth forecasts, 5-year earnings growth, and 5-year revenue growth. Then the 200 companies with the highest scores are selected, where the weight of the securities is determined by a dividend-weighted methodology (the weighting is not market-cap weighted but is based on expected dividends for the following year), based on dividends expected for ...