BalkansCat Molson Coors Beverage Company ( TAP ) rose in early trading on Thursday after topping estimates with its Q1 earnings report. Revenue was up 2.2% year over year to $2.35B to beat the consensus estimate by $20M. Financial volume fell 2.9% during the quarter, while price and sales mix were up 3.0%, and the company benefited from currency swings by 2.0%. Cost of goods sold was flat on a rep...
BalkansCat Molson Coors Beverage Company ( TAP ) rose in early trading on Thursday after topping estimates with its Q1 earnings report. Revenue was up 2.2% year over year to $2.35B to beat the consensus estimate by $20M. Financial volume fell 2.9% during the quarter, while price and sales mix were up 3.0%, and the company benefited from currency swings by 2.0%. Cost of goods sold was flat on a reported basis in Q1, impacted by higher cost of goods sold per hectoliter offset by lower financial volume. COGS per hectoliter increased 3.0% on a reported basis, primarily due to cost inflation related to material and manufacturing expenses. Molson Coors ( TAP ) CEO Rahul Goyal said the beer company delivered a solid start to the year while executing its strategy in a dynamic external environment with limited near-term visibility. "Under Horizon 2030, we said we'd take decisive action to strengthen our business, and we did just that in the first quarter, announcing the acquisition of Monaco Cocktails, closing a key portfolio gap through a disciplined approach, and expanding our share-repurchase program to reinforce confidence in our long-term value," he noted. Looking ahead, Goyal said Molson Coors ( TAP ) recognizes the external environment remains fluid and plans to approach the season's most important occasions with scale and impact across our global portfolio while continuing to focus on returning the company to sustained growth. Shares of Molson Coors ( TAP ) were up 6.4% in premarket trading. More on Molson Coors Molson Coors Beverage Company (TAP) Presents at UBS Global Consumer and Retail Conference Transcript Molson Coors: Undervalued Beer Powerhouse With Double-Digit Yield Working On Their Turnaround Molson Coors: Results Were Not Refreshing Molson Coors beats top-line and bottom-line estimates; reaffirms FY26 outlook Molson Coors Q1 2026 Earnings Preview
In recent trading, shares of Lattice Semiconductor Corp (Symbol: LSCC) have crossed above the average analyst 12-month target price of $115.43, changing hands for $115.68/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: down
In recent trading, shares of Lattice Semiconductor Corp (Symbol: LSCC) have crossed above the average analyst 12-month target price of $115.43, changing hands for $115.68/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: down
Garrett Motion press release ( GTX ): Q1 GAAP EPS of $0.49 beats by $0.08 . Revenue of $985M (+12.2% Y/Y) beats by $72.12M . Garrett is providing the following outlook for the full year 2026 for certain GAAP and Non-GAAP financial measures. Full Year 2026 Outlook Prior Outlook Net sales (GAAP) $3.6 billion to $3.9 billion vs $3.68B consensus $3.6 billion to $3.8 billion Net sales growth at constan...
Garrett Motion press release ( GTX ): Q1 GAAP EPS of $0.49 beats by $0.08 . Revenue of $985M (+12.2% Y/Y) beats by $72.12M . Garrett is providing the following outlook for the full year 2026 for certain GAAP and Non-GAAP financial measures. Full Year 2026 Outlook Prior Outlook Net sales (GAAP) $3.6 billion to $3.9 billion vs $3.68B consensus $3.6 billion to $3.8 billion Net sales growth at constant currency (Non-GAAP)* -2% to +6% -2% to +2% Net income (GAAP) $300 million to $360 million $295 million to $335 million Adjusted EBIT (Non-GAAP)* $520 million to $600 million $520 million to $570 million Net cash provided by operating activities (GAAP) $407 million to $522 million $407 million to $502 million Adjusted free cash flow (Non-GAAP)* $355 million to $475 million $355 million to $455 million Click to enlarge Shares +2.4% PM. More on Garrett Motion Garrett Motion: Outlook For 2026 Still Looks Strong Garrett Motion: Macro Risks Are Exhausting The Rally Garrett Motion Inc. (GTX) Q4 2025 Earnings Call Transcript Garrett Motion Q1 2026 Earnings Preview Garrett Motion anticipates cooling technologies to surpass 5% of revenue by decade’s end as Trane partnership ramps
In recent trading, shares of NXP Semiconductors NV (Symbol: NXPI) have crossed above the average analyst 12-month target price of $258.16, changing hands for $289.35/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade
In recent trading, shares of NXP Semiconductors NV (Symbol: NXPI) have crossed above the average analyst 12-month target price of $258.16, changing hands for $289.35/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade
In recent trading, shares of Silicon Motion Technology Corp (Symbol: SIMO) have crossed above the average analyst 12-month target price of $153.56, changing hands for $217.50/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react:
In recent trading, shares of Silicon Motion Technology Corp (Symbol: SIMO) have crossed above the average analyst 12-month target price of $153.56, changing hands for $217.50/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react:
In recent trading, shares of Generac Holdings Inc (Symbol: GNRC) have crossed above the average analyst 12-month target price of $252.40, changing hands for $252.92/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade
In recent trading, shares of Generac Holdings Inc (Symbol: GNRC) have crossed above the average analyst 12-month target price of $252.40, changing hands for $252.92/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade
In recent trading, shares of PBF Energy Inc (Symbol: PBF) have crossed above the average analyst 12-month target price of $42.50, changing hands for $43.13/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuat
In recent trading, shares of PBF Energy Inc (Symbol: PBF) have crossed above the average analyst 12-month target price of $42.50, changing hands for $43.13/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuat
Quanta Services press release ( PWR ): Q1 Non-GAAP EPS of $2.68 beats by $0.65 . Revenue of $7.87B (+26.3% Y/Y) beats by $880M . Adjusted EBITDA of $686.4 Million* Cash Flow From Operations of $391.7 Million* and Free Cash Flow of $184.4 Million* Remaining Performance Obligations (RPO) of $26.2 Billion* and Total Backlog of $48.5 Billion* Increasing Substantially All 2026 Financial Expectations: F...
Quanta Services press release ( PWR ): Q1 Non-GAAP EPS of $2.68 beats by $0.65 . Revenue of $7.87B (+26.3% Y/Y) beats by $880M . Adjusted EBITDA of $686.4 Million* Cash Flow From Operations of $391.7 Million* and Free Cash Flow of $184.4 Million* Remaining Performance Obligations (RPO) of $26.2 Billion* and Total Backlog of $48.5 Billion* Increasing Substantially All 2026 Financial Expectations: For the full year ending December 31, 2026, Quanta now expects revenues to range between $34.7 billion and $35.2 billion vs. $7.05B consensus (prior $6,420 -$6,780) and net income attributable to common stock to range between $1.40 billion and $1.50 billion. Quanta also now expects diluted earnings per share attributable to common stock to range between $9.17 and $9.87 and adjusted diluted earnings per share attributable to common stock to range between $13.55 and $14.25 vs. $19.63 consensus . Quanta now expects EBITDA to range between $3.20 billion and $3.36 billion and adjusted EBITDA to range between $3.49 billion and $3.65 billion. Additionally, for the full year ending December 31, 2026, Quanta continues to expect net cash provided by operating activities to range between $2.35 billion and $2.85 billion and free cash flow (a non-GAAP financial measure) to range between $1.55 billion and $2.05 billion. More on Quanta Services Quanta Services: The Infrastructure Trade Of The Decade Quanta Services: Leading The Way For U.S. Reindustrialization (Rating Upgrade) Quanta Services, Inc. (PWR) Analyst/Investor Day Transcript Quanta Services Q1 2026 Earnings Preview Baird turns cautious on engineering firms ahead of earnings, downgrades Parsons
Grupo Bimbo press release ( GRBMF ): Q1 Revenue of $22.9B. Adjusted EBIDTA of $3.2B. More on Grupo Bimbo, S.A.B. de C.V. Grupo Bimbo, S.A.B. de C.V. (BMBOY) Q1 2026 Earnings Call Transcript Grupo Bimbo, S.A.B. de C.V. 2026 Q1 - Results - Earnings Call Presentation Grupo Bimbo, S.A.B. de C.V. (BMBOY) Q4 2025 Earnings Call Transcript Historical earnings data for Grupo Bimbo, S.A.B. de C.V. Dividend ...
Grupo Bimbo press release ( GRBMF ): Q1 Revenue of $22.9B. Adjusted EBIDTA of $3.2B. More on Grupo Bimbo, S.A.B. de C.V. Grupo Bimbo, S.A.B. de C.V. (BMBOY) Q1 2026 Earnings Call Transcript Grupo Bimbo, S.A.B. de C.V. 2026 Q1 - Results - Earnings Call Presentation Grupo Bimbo, S.A.B. de C.V. (BMBOY) Q4 2025 Earnings Call Transcript Historical earnings data for Grupo Bimbo, S.A.B. de C.V. Dividend scorecard for Grupo Bimbo, S.A.B. de C.V.
In 2022, Aneil Karia won an Academy Award for his short starring Riz Ahmed. Now, he’s skewering Reform-style parliamentary candidates with the help of Jack Lowden and an unlikely online platform Some film-makers have unrealistic expectations for their work; Aneil Karia is not one of them. “I’m not deluded enough to think that it’s going to bring down the government,” he says of his new film, Vote ...
In 2022, Aneil Karia won an Academy Award for his short starring Riz Ahmed. Now, he’s skewering Reform-style parliamentary candidates with the help of Jack Lowden and an unlikely online platform Some film-makers have unrealistic expectations for their work; Aneil Karia is not one of them. “I’m not deluded enough to think that it’s going to bring down the government,” he says of his new film, Vote Gavin Lyle – but you never know, it just might. A funny, clever, superbly acted, small-but-perfectly-formed satire, Vote Gavin Lyle stars Jack Lowden as a wannabe Reform-style parliamentary candidate for the fictional middle-England constituency of Fletcham and Wold. At just 16 minutes long, it absolutely skewers the far-right mindset; not the minority-bashing, flag-hoisting street thugs, but the cannier, well-spoken Farageists who dominate the tendency’s leadership. Without wanting to give away the film’s final flourish, it’s fair to say that there’s an element of empathy, even sympathy for its central character. Karia says: “I don’t think it’s interesting or useful to look at these people – far-right politicians, councillors, prospective candidates, whoever – and just say what nasty bastards they are. I think what strikes me about them is they’re just as vulnerable and scared as the rest of us. Continue reading...
Kimco Realty press release ( KIM ): Q1 GAAP EPS of $0.23 beats by $0.03 . Revenue of $558M (+4.0% Y/Y) beats by $15.87M . FFO of $0.46 beats by $0.01 . The company has updated its 2026 outlook for Net income and FFO per diluted share as follows: Current Previous Net income: $0.83 to $0.87 $0.80 to $0.84 FFO: $1.81 to $1.84 $1.80 to $1.84 Click to enlarge FFO consensus at $1.82 More on Kimco Realty...
Kimco Realty press release ( KIM ): Q1 GAAP EPS of $0.23 beats by $0.03 . Revenue of $558M (+4.0% Y/Y) beats by $15.87M . FFO of $0.46 beats by $0.01 . The company has updated its 2026 outlook for Net income and FFO per diluted share as follows: Current Previous Net income: $0.83 to $0.87 $0.80 to $0.84 FFO: $1.81 to $1.84 $1.80 to $1.84 Click to enlarge FFO consensus at $1.82 More on Kimco Realty Kimco Realty: Why The Preferred Stocks Offer A Better Risk/Return Than The Common Kimco Realty Corporation (KIM) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Kimco Realty Corporation (KIM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Kimco Realty Q1 2026 Earnings Preview Quant check on top retail REIT picks as WSR goes private in $1.7B Ares deal
sankai/E+ via Getty Images Today, I would like to initiate coverage of the Baron Technology ETF ( BCTK ), an actively managed exchange-traded fund, with a Hold rating. I acknowledge that BCTK might have the potential to outmaneuver the iShares Core S&P 500 ETF ( IVV ) and even the Invesco NASDAQ 100 ETF ( QQQM ) and the Invesco QQQ Trust, Series 1 ETF ( QQQ ) this year thanks to its outstanding ex...
sankai/E+ via Getty Images Today, I would like to initiate coverage of the Baron Technology ETF ( BCTK ), an actively managed exchange-traded fund, with a Hold rating. I acknowledge that BCTK might have the potential to outmaneuver the iShares Core S&P 500 ETF ( IVV ) and even the Invesco NASDAQ 100 ETF ( QQQM ) and the Invesco QQQ Trust, Series 1 ETF ( QQQ ) this year thanks to its outstanding exposure to the growth factor and high beta, and, hence, inherently strong upside capture. Nevertheless, there are compelling arguments that persuaded me not to defend a bullish stance. First, there is something about its factor mix that is not to my liking. More specifically, its portfolio does not have a clear GARP tilt (but the case is nuanced, and I will explain why below) that I would like to see in a concentrated, top-heavy, tech-focused portfolio at this point in the market cycle. Second, the BCTK portfolio has an extremely high weighted average 24-month beta of 1.69, which not only means that in a best-case scenario it can theoretically capture around 150% of IVV's upside (for instance, the Invesco S&P 500 High Beta ETF ( SPHB ) has delivered something similar since the end of 2020), but also perhaps around 130% or even more of its downside if no resolution is found for the Strait of Hormuz situation. Even though de-escalation is my base case, I do not believe that it is worth taking such a significant risk. Third, in terms of quality, the QQQM portfolio is much stronger. And fourth, since its conversion into an ETF in December 2025, BCTK's returns have been healthy but not convincing enough. BCTK Strategy And Portfolio As we know from the Baron Capital Group website , BCTK has a strategy that ... seeks capital appreciation through investments in technology-related growth companies. Investments are made in companies that are involved in the development, advancement, and/or use of technology. The portfolio focuses on fast-growing companies that should fulfill their lon...
Drew Angerer President Donald Trump appeared to brush off Federal Reserve Chair Jerome Powell’s decision to remain on the Board of Governors until the investigation into the Fed’s building renovation is completed. At his post-FOMC press conference, Powell said he would stay on for a period “to be determined,” citing the administration’s actions in launching a criminal probe and what he described a...
Drew Angerer President Donald Trump appeared to brush off Federal Reserve Chair Jerome Powell’s decision to remain on the Board of Governors until the investigation into the Fed’s building renovation is completed. At his post-FOMC press conference, Powell said he would stay on for a period “to be determined,” citing the administration’s actions in launching a criminal probe and what he described as a threat to the Fed’s independence. Trump responded in a social media post: “Jerome ‘Too Late’ Powell wants to stay at the Fed because he can’t get a job anywhere else — nobody wants him.” Truth Social More on United States 10-Year Bond Yield Wall Street Lunch Fed Special: Powell Doesn't Go Gently Into That Good Night Middle East Turmoil Fuels Inflation Fears, Testing Fed's Patience JBND: Active Management Cannot Fix Structural Risk Fed funds seen higher by 2027 as markets price hike odds, Sethi says Treasury yields top 1-month high as oil prices fuel inflation fears
BYD hikes price of driver-assistance system as memory chip costs surge BYD Co. Ltd. will raise the price of an advanced driver-assistance system package on some models in May as surging memory-chip costs squeeze the auto industry. The Chinese new-energy vehicle maker said Tuesday that the optional God’s Eye B driver-assist system will increase to 12,000 yuan ($1,757) from 9,900 yuan. The system su...
BYD hikes price of driver-assistance system as memory chip costs surge BYD Co. Ltd. will raise the price of an advanced driver-assistance system package on some models in May as surging memory-chip costs squeeze the auto industry. The Chinese new-energy vehicle maker said Tuesday that the optional God’s Eye B driver-assist system will increase to 12,000 yuan ($1,757) from 9,900 yuan. The system supports complex urban navigation, a technically demanding feature that requires higher-performance computing and memory hardware than lower-tier systems designed only for highway driving. Memory chips have been on a rapid, sustained price upswing since the third quarter of 2025. Standard dynamic random-access memory (DRAM) contract prices are estimated to have surged 93% to 98% quarter-on-quarter in the first three months of 2026 and are expected to rise another 58% to 63% in the second quarter, according to market-research firm TrendForce.
wildpixel/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Alphabet ( GOOG ) ( GOOGL ) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's ( META ) increased capex, lackluster guidance spook investors . (00:58) Amazon ( AMZN ) discusses ' The Apprentice ' reboot, with Don Jr. as potential host - WSJ. (02:14) This is an abridged t...
wildpixel/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Alphabet ( GOOG ) ( GOOGL ) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's ( META ) increased capex, lackluster guidance spook investors . (00:58) Amazon ( AMZN ) discusses ' The Apprentice ' reboot, with Don Jr. as potential host - WSJ. (02:14) This is an abridged transcript. Alphabet ( GOOGL ) ( GOOG ) reported strong financial growth and a quarterly beat. The stock is up 6% in premarket action. Total revenues in the first quarter rose 22% (19% in constant currency) to $109.9B, clearing analyst consensus for $107B and marking its 11th straight quarter of double-digit growth. For the first quarter, capital spending more than doubled year-over-year to $35.67B—slightly less than analyst expectations compiled by Bloomberg, for $36.4B. Those analysts expect Q2 capex to hit $42.5B. Alphabet also announced a 5% increase to its quarterly dividend, to $0.22 per share. Meta Platforms ( META ) is also a big mover this morning. META beat on both the top and bottom lines in the first quarter. The stock is down 8% in premarket action. META issued lackluster forward guidance and raised its capex expectations. META now expects to spend $125B to $145B in capital expenditures, up from the prior range of $115B to $135B. Also weighing on shares is a continued loss in its Reality Labs business of $4.03B. The company also realized a quarter-over-quarter decline in family daily active people (DAP) attributed to internet disruptions in Iran and restricted access to WhatsApp in Russia. Meanwhile, Microsoft ( MSFT ) reported fiscal third-quarter results that were above Wall Street’s forecast and Amazon ( AMZN ) blew past AWS estimates while AI investments dented free cash flow. Microsoft is down 1.3% premarket and Amazon is up 1.2% ahead of market open. We’re taking a closer look at Big Tech earnings in the Wall Street Breakfast newsletter. Here’s a link to r...
CNX Resources press release ( CNX ): Q1 GAAP EPS of $2.18 beats by $1.21 . Revenue of $786.65M (+854.8% Y/Y) beats by $223.56M . In the first quarter of 2026, CNX generated $139 million in free cash flow marking our 25 consecutive quarter of FCF generation. Outlook : We continue to expect total 2026 annual production volumes to be between 605 and 620 Bcfe and to turn-in-line 34 wells consisting of...
CNX Resources press release ( CNX ): Q1 GAAP EPS of $2.18 beats by $1.21 . Revenue of $786.65M (+854.8% Y/Y) beats by $223.56M . In the first quarter of 2026, CNX generated $139 million in free cash flow marking our 25 consecutive quarter of FCF generation. Outlook : We continue to expect total 2026 annual production volumes to be between 605 and 620 Bcfe and to turn-in-line 34 wells consisting of 27 Marcellus wells and 7 deep Utica wells. Total 2026 base program capital expenditures are reaffirmed to be between $540 million and $570 million. Additionally for 2026, total capital expenditures includes the first of three annual payments of $16 million associated with the acquisition of the Utica rights beneath the legacy Apex Energy footprint that was entered into in Q3 2025. Assuming April 15 NYMEX pricing of $3.64 per MMBtu, we expect to generate full year FCF of approximately $525 million, or $3.41 per share using our current shares outstanding plus the additional 12.4 million net shares expected to be issued to settle the remaining convertible notes. The modest decline in expected 2026 FCF is due to NYMEX pricing declining by $0.43 per MMBtu since our last update in January, offset in part by a $15 million increase in expected asset sales for the year. More on CNX Resources Why I Prefer Comstock Over CNX Resources CNX Resources: Due For A Re-Rating With Earnings Set To Beat CNX Resources Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating on CNX Resources Historical earnings data for CNX Resources
Humanoid Robots Enter The Workforce. How Long Before Workers Revolt? The emergence of the humanoid robotics industry worldwide continues to gather pace. UBS analyst Phyllis Wang noted some of the most recent developments: The 2026 Beijing Humanoid Robot Half-marathon Race reflected the advancement of hardware technology; We are seeing financing accelerate among some companies, including several OE...
Humanoid Robots Enter The Workforce. How Long Before Workers Revolt? The emergence of the humanoid robotics industry worldwide continues to gather pace. UBS analyst Phyllis Wang noted some of the most recent developments: The 2026 Beijing Humanoid Robot Half-marathon Race reflected the advancement of hardware technology; We are seeing financing accelerate among some companies, including several OEMs focusing on robotics AI and key component manufacturers (such as dexterous hands). For example, TARS has completed a pre-A funding round of US $455m. Local governments, industrial funds and industry leaders are all actively deploying the robot track. Data collection channels are becoming more diverse, including direct collection from implemented applications, data collection centres and robot rental. During Tesla's Q1 earnings call, management mentioned that it may unveil Optimus Gen 3 in late July or August, closer to the start of production, citing concerns over competitors copying its designs. Earlier this year, Wang penned a note to the client outlining that shipments and deployments of humanoid robots on factory floors would gather pace this year and really ramp in 2027. "For 2026, our base case forecast for global humanoid robot demand is 30,000 units. Regardless of total output in 2026, we expect a small proportion of robots which can complete simple tasks autonomously outside entertainment and robot training scenarios, given the gap between robot intelligence and customer needs," Wang told earlier this week. He continued, "We flag upside risk to our 2027-28 demand forecasts if robots used in industrial settings make significant progress. While humanoid products are still evolving, several leading OEMs are planning and deploying production capacity." "Tesla plans to build a 1m unit Optimus robot production line with production starting at end-2026. UBTECH plans a production capacity of 10,000 units this year, while Boston Dynamics (BD) plans a 30,000 unit capacity...