Avantor press release ( AVTR ): Q1 Non-GAAP EPS of $0.17 beats by $0.01 . Revenue of $1.58B (flat Y/Y) beats by $40M . Reaffirms 2026 Guidance Avantor reaffirmed the fiscal 2026 financial guidance it provided during its fourth quarter 2025 earnings call on February 11, 2026. Net income of $43 million; Adjusted EBITDA of $219 million Diluted GAAP EPS of $0.06; adjusted EPS of $0.17 Operating cash f...
Avantor press release ( AVTR ): Q1 Non-GAAP EPS of $0.17 beats by $0.01 . Revenue of $1.58B (flat Y/Y) beats by $40M . Reaffirms 2026 Guidance Avantor reaffirmed the fiscal 2026 financial guidance it provided during its fourth quarter 2025 earnings call on February 11, 2026. Net income of $43 million; Adjusted EBITDA of $219 million Diluted GAAP EPS of $0.06; adjusted EPS of $0.17 Operating cash flow of $59 million; free cash flow of $25 million More on Avantor Avantor: The Q4 Dip Could Have Priced In All The Negatives Avantor, Inc. (AVTR) Q4 2025 Earnings Call Transcript Avantor, Inc. 2025 Q4 - Results - Earnings Call Presentation Avantor Q1 2026 Earnings Preview Quant snapshot: AXT, Chevron lead top-rated names as CBIZ, Grid Dynamics lag
Spencer Platt/Getty Images News Robinhood’s ( HOOD ) Q1 headlines were certainly not nice to see. It was a double miss , and the stock fell 7%. This changes the margin of safety profile a bit, again. After my buy rating in the article where I compared Coinbase ( COIN ) and Robinhood (check it here ), it has been just over 1 month and HOOD stock had a performance of 9%. But this disregards today’s ...
Spencer Platt/Getty Images News Robinhood’s ( HOOD ) Q1 headlines were certainly not nice to see. It was a double miss , and the stock fell 7%. This changes the margin of safety profile a bit, again. After my buy rating in the article where I compared Coinbase ( COIN ) and Robinhood (check it here ), it has been just over 1 month and HOOD stock had a performance of 9%. But this disregards today’s after hours decline. As at the time the stock was at $75, after the hard decline HOOD stock is at ~$76, that is, in one day it has already returned to this “attractive level”. More than that, I do not think the result was that ugly, so I still continue to believe in Robinhood’s long-term thesis. Robinhood Q1 Earnings Both the market and I already expected a more modest result in HOOD's Q1, because crypto momentum is not good, and whether we like it or not, Robinhood is still dependent on crypto to some extent, either to drive deposits or to have higher transaction revenue. But even in this context of modest expectations, Robinhood managed to disappoint. Revenue was $1.07 billion, while the market expected something close to $1.14 billion, a difference of 6%. For EPS, the difference was much smaller, something close to 2.5%, as the miss was only $0.01. And well, looking at this net revenue, we have a decline of 17% QoQ, and growth of “only” 15% YoY. Even with adjusted expenses and SBC growing less than revenue YoY, which basically means the company is managing to gain some efficiency in certain areas, the adjusted EBITDA margin decreased, going back to 50%. So it really is not an exciting result. In fact, this time not even some operational metrics managed to help. Total platform assets grew 39%, but QoQ declined 5%. Part of this is due to crypto momentum, which was what declined the most QoQ (falling 20%, from $38 billion to $30 billion), but at the same time, options and futures also ended with lower assets, and equities also ended lower than Q4. Average total platform ass...
With the S&P 500 (SNPINDEX: ^GSPC) at record highs, it's hard to find bargains on the market. But they always exist if you do a bit of digging. Consider MercadoLibre (NASDAQ: MELI) . It's a top e-commerce powerhouse, with high growth rates and expansive opportunities. But it's 30% off its highs and trading at a bargain valuation. With the company scheduled to report earnings next week, is now the ...
With the S&P 500 (SNPINDEX: ^GSPC) at record highs, it's hard to find bargains on the market. But they always exist if you do a bit of digging. Consider MercadoLibre (NASDAQ: MELI) . It's a top e-commerce powerhouse, with high growth rates and expansive opportunities. But it's 30% off its highs and trading at a bargain valuation. With the company scheduled to report earnings next week, is now the time to buy? Continue reading
Stanley Black & Decker press release ( SWK ): Q1 Non-GAAP EPS of $0.80 beats by $0.21 . Revenue of $3.85B (+2.9% Y/Y) beats by $100M . Net sales of $3.8 billion, up 3%, as higher price (+3%) and currency (+3%) were partially offset by lower volume (-3%). The volume decline was primarily due to retail softness in North America . The Company now expects 2026 GAAP EPS to be in the range of $4.15 to $...
Stanley Black & Decker press release ( SWK ): Q1 Non-GAAP EPS of $0.80 beats by $0.21 . Revenue of $3.85B (+2.9% Y/Y) beats by $100M . Net sales of $3.8 billion, up 3%, as higher price (+3%) and currency (+3%) were partially offset by lower volume (-3%). The volume decline was primarily due to retail softness in North America . The Company now expects 2026 GAAP EPS to be in the range of $4.15 to $5.35, which is higher than prior guidance factoring in the expected gain on the sale of CAM now that the transaction has closed. The Company continues to expect adjusted EPS* in the range of $4.90 to $5.70 vs $5.21 consensus. These ranges represent year over year growth of 79% and 13%, respectively, at the midpoint of each range as compared to 2025 performance. The updated guidance excludes CAM results as of April 6, 2026. Free cash flow* is expected to be in the range of $500 to $700 million, now including projected taxes and fees associated with the recently closed CAM divestiture. Excluding such payments, free cash flow* is expected to be in the range of $700 to $900 million, consistent with prior guidance. More on Stanley Black & Decker Even If Tariffs Don't Impact Earnings, Stanley Black & Decker Still Not A Buy (Technical Analysis) Stanley Black & Decker, Inc. (SWK) Presents at JPMorgan Industrials Conference 2026 Transcript Stanley Black & Decker: The Current Valuation Is Not Justified (Rating Downgrade) Stanley Black & Decker Q1 2026 Earnings Preview Stanley Black & Decker declares $0.83 dividend
Elon Musk on Wednesday accused a lawyer for Sam Altman of trying to trick him during cross-examination at a high-stakes trial over Musk's lawsuit alleging OpenAI ditched its mission to build artificial intelligence for the public good. William Savitt, a lawyer for OpenAI, told Musk his questions about the benefits Musk reaped by donating $38 million to OpenAI were simple, and that Musk's response...
Elon Musk on Wednesday accused a lawyer for Sam Altman of trying to trick him during cross-examination at a high-stakes trial over Musk's lawsuit alleging OpenAI ditched its mission to build artificial intelligence for the public good. William Savitt, a lawyer for OpenAI, told Musk his questions about the benefits Musk reaped by donating $38 million to OpenAI were simple, and that Musk's responses should be as well. Musk has accused OpenAI, its co-founder and Chief Executive Altman, and its President Greg Brockman of wooing his donations by promising to build a nonprofit to develop AI responsibly, before pivoting to create a for-profit entity in 2019 to enrich themselves.
Generac press release ( GNRC ): Q1 Non-GAAP EPS of $1.80 beats by $0.47 . Revenue of $1.06B (+12.5% Y/Y) beats by $10M . Adjusted EBITDA before deducting for noncontrolling interests, as defined in the accompanying reconciliation schedules, was $193 million, or 18.3% of net sales, as compared to $150 million, or 15.9% of net sales, in the prior year. Cash flow from operations was $119 million as c...
Generac press release ( GNRC ): Q1 Non-GAAP EPS of $1.80 beats by $0.47 . Revenue of $1.06B (+12.5% Y/Y) beats by $10M . Adjusted EBITDA before deducting for noncontrolling interests, as defined in the accompanying reconciliation schedules, was $193 million, or 18.3% of net sales, as compared to $150 million, or 15.9% of net sales, in the prior year. Cash flow from operations was $119 million as compared to $58 million in the prior year. Free cash flow, as defined in the accompanying reconciliation schedules, was $90 million as compared to $27 million in the first quarter of 2025. The Company is updating its full-year 2026 net sales growth guidance to be in the mid-to-high teens percent range as compared to the prior year vs. estimated growth of 15.10% Y/Y , an increase from the previous guidance for growth in the mid-teens percent range. Adjusted EBITDA margin, before deducting for non-controlling interests, is now expected to be approximately 18.5 to 19.5%, an increase from the previous guidance range of 18.0 to 19.0%. More on Generac Generac: Strong C&I Momentum, But Residential Risk Remains Generac Holdings Inc. (GNRC) Analyst/Investor Day Transcript Generac Holdings Inc. (GNRC) Analyst/Investor Day - Slideshow Generac Q1 2026 Earnings Preview Generac shares drop as investor day lacks hyperscaler deal
Lemonade press release ( LMND ): Q1 GAAP EPS of -$0.47 beats by $0.10 . Revenue of $258M (+70.6% Y/Y) beats by $5.57M . First quarter revenue of $258.0 million increased by $106.8 million or 71% ascompared to the first quarter of 2025, primarily driven by growth in gross earnedpremium and higher premium retention rate due to reduced quota share cessionrates which became effective in third quarter ...
Lemonade press release ( LMND ): Q1 GAAP EPS of -$0.47 beats by $0.10 . Revenue of $258M (+70.6% Y/Y) beats by $5.57M . First quarter revenue of $258.0 million increased by $106.8 million or 71% ascompared to the first quarter of 2025, primarily driven by growth in gross earnedpremium and higher premium retention rate due to reduced quota share cessionrates which became effective in third quarter of 2025. IFP, defined as the aggregate annualized premium for customers as of the periodend date, increased by 32% to $1.33 billion as compared to the first quarter of2025. Customer count increased by 23% to 3,142,581 as compared to the first quarter of2025. Premium per customer, defined as in force premium divided by customers, was$424 at the end of the first quarter, up 7% from the first quarter of 2025. ADR, defined as the percentage of IFP retained over a twelve month period,inclusive of changes in policy value, changes in number of policies, changes in policytype, and churn, was 85%, a 1 percentage point increase from the first quarter of2025, and flat from the fourth quarter of 2025. Lemonade Shares -2.7% PM. More on Lemonade Lemonade: From Growth Story To Margin Expansion Machine Lemonade, Inc. (LMND) Presents at Citizens JMP Technology Conference 2026 Transcript Lemonade: AI Is A Net Tailwind As 2027 Profitability Remains In Sight Lemonade Q1 2026 Earnings Preview Lemonade stock jumps after Morgan Stanley upgrades to Overweight on Tesla partnership
Humana press release ( HUM ): Q1 Non-GAAP EPS of $10.31 beats by $0.11 . Affirms Adjusted FY 2026 GAAP EPS guidance of 'at least $9.00'; while revising GAAP EPS guidance to 'at least $8.36' from the previous estimate of 'at least $8.89' Affirms FY 2026 individual Medicare Advantage ( MA ) membership growth of 'approximately 25 percent' over 2025; driven by new sales and improved retention from the...
Humana press release ( HUM ): Q1 Non-GAAP EPS of $10.31 beats by $0.11 . Affirms Adjusted FY 2026 GAAP EPS guidance of 'at least $9.00'; while revising GAAP EPS guidance to 'at least $8.36' from the previous estimate of 'at least $8.89' Affirms FY 2026 individual Medicare Advantage ( MA ) membership growth of 'approximately 25 percent' over 2025; driven by new sales and improved retention from the company's customer-led benefit strategy and changes to its customer service approach More on Humana Humana Is Still A Hold Despite The Medicare Advantage Rate Boost Humana Inc. (HUM) Presents at Leerink Global Healthcare Conference 2026 Transcript Humana's Long Climb: Navigating The 4-STAR Recovery And The J-Curve Humana Q1 2026 Earnings Preview Medicare delays GLP-1 coverage plan; interim program extended
A pivotal moment for the artificial intelligence trade driving the U.S. stock market to all-time highs arrives on Wednesday with quarterly reports from four massive companies at the heart of the investment boom behind the new technology. Results are due after the market closes from Microsoft, Alphabet, Amazon and Meta Platforms -- four "hyperscalers" expected to spend over $600 billion this year ...
A pivotal moment for the artificial intelligence trade driving the U.S. stock market to all-time highs arrives on Wednesday with quarterly reports from four massive companies at the heart of the investment boom behind the new technology. Results are due after the market closes from Microsoft, Alphabet, Amazon and Meta Platforms -- four "hyperscalers" expected to spend over $600 billion this year on data centers and other AI-related infrastructure. Those heavyweight companies represent more than $10 trillion in market capitalization and 17% of the S&P 500's weighting, while their recent gains have helped lead the market's rebound over the past month as stocks have shaken off concerns over the U.S.-Israeli war with Iran. "From a market perspective, they still are the straw that stirs the drinks on big index funds," said Chuck Carlson, chief executive officer at Horizon Investment Services.
What began as a tiny space above the founder’s stables became the beating heart of the city’s performing arts. Its leader Jimmy Fay reflects on recent hits and reveals what audiences can expect from the theatre’s anniversary year ‘The Lyric gives voice to everyone in Northern Ireland,” says the theatre’s boss, Jimmy Fay. “It’s a beacon.” Fay views the 2026 programme, celebrating 75 years of the Ly...
What began as a tiny space above the founder’s stables became the beating heart of the city’s performing arts. Its leader Jimmy Fay reflects on recent hits and reveals what audiences can expect from the theatre’s anniversary year ‘The Lyric gives voice to everyone in Northern Ireland,” says the theatre’s boss, Jimmy Fay. “It’s a beacon.” Fay views the 2026 programme, celebrating 75 years of the Lyric, as an opportunity to showcase current creative talent, as well as honouring the theatre’s past. One of the plays from the repertoire that Fay was keen to revive is Christina Reid ’s Tea in a China Cup, from 1983. With a cast including Marie Jones, the new production – which runs in May – is directed by Dan Gordon, who performed in the original. Reid’s play traces the daily lives of Protestant working-class women in Belfast across three decades, from the second world war to the Troubles, with humour and poignancy. Continue reading...