Veralto press release ( VLTO ): Q1 Non-GAAP EPS of $1.07 beats by $0.06 . Revenue of $1.42B (+6.8% Y/Y) beats by $20M . Operating cash flow was $182 million and non-GAAP free cash flow was $170 million Capital allocation of ~$1 billion year-to-date: Completed strategic acquisitions of In-Situ and GlobalVision(1) for ~$620 million Repurchased $300 million shares, or 1.3% of outstanding shares(2) In...
Veralto press release ( VLTO ): Q1 Non-GAAP EPS of $1.07 beats by $0.06 . Revenue of $1.42B (+6.8% Y/Y) beats by $20M . Operating cash flow was $182 million and non-GAAP free cash flow was $170 million Capital allocation of ~$1 billion year-to-date: Completed strategic acquisitions of In-Situ and GlobalVision(1) for ~$620 million Repurchased $300 million shares, or 1.3% of outstanding shares(2) Initiated cost optimization program(1) to streamline business processes and enhance operating efficiency: Expect to incur a charge of $85 to $105 million and yield annual savings of $65 to $75 million by 2028 More on Veralto Veralto: Quality Play Is Gradually Winning Me Over Veralto Corporation 2025 Q4 - Results - Earnings Call Presentation Veralto Corporation (VLTO) Q4 2025 Earnings Call Transcript Veralto Q1 2026 Earnings Preview Water-tech pullback creates entry point in Xylem, Veralto: BNP Paribas
Record low winter snows mean insufficient water in the Colorado River. Here's how a city that's first in line to be cut off is handling it. (Image credit: Alex Hager)
Record low winter snows mean insufficient water in the Colorado River. Here's how a city that's first in line to be cut off is handling it. (Image credit: Alex Hager)
There are two significant reasons why Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) stock investors need to hear about this deal. *Stock prices used were the afternoon prices of April 24, 2026. The video was published on April 26, 2026. Continue reading
There are two significant reasons why Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) stock investors need to hear about this deal. *Stock prices used were the afternoon prices of April 24, 2026. The video was published on April 26, 2026. Continue reading
The US has placed specific conditions on releasing billions of dollars it owes to the United Nations, including further cost-cutting, and moves to counter China’s influence at the world body, a development news wire reported on Tuesday. The report by Devex, an independent news organisation covering global development, said two diplomatic notes circulated by the US called for nine “quick-hit” ref...
The US has placed specific conditions on releasing billions of dollars it owes to the United Nations, including further cost-cutting, and moves to counter China’s influence at the world body, a development news wire reported on Tuesday. The report by Devex, an independent news organisation covering global development, said two diplomatic notes circulated by the US called for nine “quick-hit” reforms as a condition for releasing more funds. It said these included: Overhauling the UN pension...
humonia/iStock via Getty Images Introduction This article endeavors to explore to what extent the stock price decline from $65 to $25, about two-thirds of its value, of Doximity, Inc. ( DOCS ) during the last six months could be justified by the deterioration of its business fundamentals, and to what extent such decline results from Mr. Market’s mood swing. After going over the business model of t...
humonia/iStock via Getty Images Introduction This article endeavors to explore to what extent the stock price decline from $65 to $25, about two-thirds of its value, of Doximity, Inc. ( DOCS ) during the last six months could be justified by the deterioration of its business fundamentals, and to what extent such decline results from Mr. Market’s mood swing. After going over the business model of the company, reviewing its last eight years' growth trajectories, checking its balance sheets, and reading the last six months’ news releases, I conclude that Mr. Market has suffered from a case of panic attack and has consequently been selling DOCS shares on the cheap out of the fears inspired by the prevailing but unjustified negative sentiments against the enterprise software industry. Such fears have been compounded by the short-term uncertainties surrounding the marketing budgets of Doximity's pharma and health care customers. Therefore, it is a good time to acquire shares in Doximity, a reasonably priced stock supported by a decent moat, a steady growth trajectory, a superb profitability profile, and a clean balance sheet. The Business Model of Doximity The first line of its last Form 10-K, aka Annual Report, describes its business as follows: We are the leading digital platform for U.S. medical professionals, with over two million registered members as of March 31, 2025. Our members include more than 80% of U.S. physicians… along with over 60% of U.S. nurse practitioners and physician assistants, and over 90% of graduating U.S. medical students. It is said Doximity is the LinkedIn for healthcare professionals. However, it is more than just a depot for their resumes. The 10-K continues: Our "Workflow Solutions,” which include our telehealth, on-call scheduling, and AI-powered workflow tools, are designed to help clinicians streamline their clinical workflow, reduce their administrative burden, and easily connect with patients and colleagues. If you have heard doctors c...
Landstar System press release ( LSTR ): Q1 GAAP EPS of $1.16 beats by $0.04 . Revenue of $1.17B (+1.7% Y/Y) beats by $10M . More on Landstar System Landstar System: The Selloff Is Valid, But It's Still Fully Priced Landstar System, Inc. (LSTR) Q4 2025 Earnings Call Transcript Landstar System, Inc. 2025 Q4 - Results - Earnings Call Presentation ClearBridge Small Cap Strategy adds Upwork, exits Alex...
Landstar System press release ( LSTR ): Q1 GAAP EPS of $1.16 beats by $0.04 . Revenue of $1.17B (+1.7% Y/Y) beats by $10M . More on Landstar System Landstar System: The Selloff Is Valid, But It's Still Fully Priced Landstar System, Inc. (LSTR) Q4 2025 Earnings Call Transcript Landstar System, Inc. 2025 Q4 - Results - Earnings Call Presentation ClearBridge Small Cap Strategy adds Upwork, exits Alexander & Baldwin in Q4 Landstar signals $569M heavy haul record as AI investments accelerate network growth
Earnings Snapshot (Seeking Alpha) More on Enphase Energy Enphase: Energy Independence Vs. Regulatory Headwinds Enphase: Do Not Bottom-Fish Here - More Recovery Headwinds Ahead Enphase's Comeback Is Already Underway Enphase Energy Non-GAAP EPS of $0.47 beats by $0.02, revenue of $282.9M beats by $0.5M Enphase Q1 earnings on deck: What to expect
Earnings Snapshot (Seeking Alpha) More on Enphase Energy Enphase: Energy Independence Vs. Regulatory Headwinds Enphase: Do Not Bottom-Fish Here - More Recovery Headwinds Ahead Enphase's Comeback Is Already Underway Enphase Energy Non-GAAP EPS of $0.47 beats by $0.02, revenue of $282.9M beats by $0.5M Enphase Q1 earnings on deck: What to expect
Intel (NASDAQ: INTC) reported fantastic quarterly financial results that excited investors. *Stock prices used were the afternoon prices of April 24, 2026. The video was published on April 26, 2026. Continue reading
Intel (NASDAQ: INTC) reported fantastic quarterly financial results that excited investors. *Stock prices used were the afternoon prices of April 24, 2026. The video was published on April 26, 2026. Continue reading
Robert Denault, head of enforcement at Kalshi, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." Prediction markets have quickly grown from a niche corner of finance to a multibillion-dollar industry with big Wall Street investment, but a growing list of insider trading allegations is bringing concerns about the platforms all the way to the White House. (Source: Bloomberg)
Robert Denault, head of enforcement at Kalshi, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." Prediction markets have quickly grown from a niche corner of finance to a multibillion-dollar industry with big Wall Street investment, but a growing list of insider trading allegations is bringing concerns about the platforms all the way to the White House. (Source: Bloomberg)
Remarks marking 250th anniversary of American independence tell US lawmakers: ‘The actions of this great nation matter’ King Charles has extolled the importance of Britain’s “special relationship” with the United States in a speech to US Congress that made pointed reference to the importance of Nato, the defence of Ukraine and the climate crisis. In a speech that will be read as a veiled plea to D...
Remarks marking 250th anniversary of American independence tell US lawmakers: ‘The actions of this great nation matter’ King Charles has extolled the importance of Britain’s “special relationship” with the United States in a speech to US Congress that made pointed reference to the importance of Nato, the defence of Ukraine and the climate crisis. In a speech that will be read as a veiled plea to Donald Trump to return to the United States’ traditional European alliances and restore his country’s role as a defender of liberal values, Charles said: “America’s words carry weight and meaning, as they have since independence. The actions of this great nation matter even more.” Continue reading...
Quad/Graphics press release ( QUAD ): Q1 Non-GAAP EPS of $0.20 misses by $0.02 . Revenue of $581M (-7.6% Y/Y) in-line. Repurchased 0.2 million shares of Quad Class A common stock in 2026, bringing total repurchases to 7.6 million shares since initiating the program in 2022, representing approximately 13.6% of shares outstanding as of March 31, 2022. Returned $7 million to shareholders through $6 m...
Quad/Graphics press release ( QUAD ): Q1 Non-GAAP EPS of $0.20 misses by $0.02 . Revenue of $581M (-7.6% Y/Y) in-line. Repurchased 0.2 million shares of Quad Class A common stock in 2026, bringing total repurchases to 7.6 million shares since initiating the program in 2022, representing approximately 13.6% of shares outstanding as of March 31, 2022. Returned $7 million to shareholders through $6 million of regular cash dividends and $1 million of share repurchases. Declared quarterly dividend of $0.10 per share payable June 5, 2026. More on Quad/Graphics Quad/Graphics, Inc. (QUAD) Q4 2025 Earnings Call Transcript Quad/Graphics, Inc. 2025 Q4 - Results - Earnings Call Presentation Quad projects net sales decline of 1% to 5% in 2026 as targeted print and integrated solutions drive margin improvement Seeking Alpha’s Quant Rating on Quad/Graphics Historical earnings data for Quad/Graphics
Pebblebrook Hotel press release ( PEB ): Q1 FFO of $0.32 beats by $0.10 . Revenue of $345.66M (+7.9% Y/Y) beats by $16.45M . Shares +2.76% . AH. More on Pebblebrook Hotel Pebblebrook Hotel Trust: High Yield Vs. High Risk In A Cyclical Sector Pebblebrook Hotel Trust (PEB) Q4 2025 Earnings Call Transcript Most and least shorted real estate stocks with up to $2B market cap Pebblebrook outlines 2% to ...
Pebblebrook Hotel press release ( PEB ): Q1 FFO of $0.32 beats by $0.10 . Revenue of $345.66M (+7.9% Y/Y) beats by $16.45M . Shares +2.76% . AH. More on Pebblebrook Hotel Pebblebrook Hotel Trust: High Yield Vs. High Risk In A Cyclical Sector Pebblebrook Hotel Trust (PEB) Q4 2025 Earnings Call Transcript Most and least shorted real estate stocks with up to $2B market cap Pebblebrook outlines 2% to 4% RevPAR growth for 2026 while strengthening cost controls and capital flexibility Seeking Alpha’s Quant Rating on Pebblebrook Hotel
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Visa I'm Not Ready To Write A Check For Visa, Earnings Preview Visa: A Rare Discount On A World-Class Compounder Visa: From Defensive To Compounding Opportunity After Valuation Reset Stocks to watch on Tuesday after hours: STX, SBUX, TMUS, V Visa stock bounces up on strong Q2 res...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Visa I'm Not Ready To Write A Check For Visa, Earnings Preview Visa: A Rare Discount On A World-Class Compounder Visa: From Defensive To Compounding Opportunity After Valuation Reset Stocks to watch on Tuesday after hours: STX, SBUX, TMUS, V Visa stock bounces up on strong Q2 results, new $20B stock buyback program
Robinhood Markets ( HOOD ) stock slid 6.3% after the company's Q1 earnings and revenue fell short of Wall Street consensus estimates. Furthermore, t he stock and crypto trading app company increased its guidance for full-year adjusted operating expenses and share-based compensation to include investments in Trump Accounts. It now expects 2026 combined adjusted operating expenses and share-based co...
Robinhood Markets ( HOOD ) stock slid 6.3% after the company's Q1 earnings and revenue fell short of Wall Street consensus estimates. Furthermore, t he stock and crypto trading app company increased its guidance for full-year adjusted operating expenses and share-based compensation to include investments in Trump Accounts. It now expects 2026 combined adjusted operating expenses and share-based compensation at $2.7B-$2.825B (vs. Visible Alpha consensus of $2.27B), compared with its prior guidance of $2.6B-$2.725B. Q1 GAAP EPS of $0.38, missing the average analyst estimate of $0.39, fell from $0.66 in Q4 2025 and increased from $0.37 in Q1 2025. Q3 net revenue of $1.07B, trailing the $1.14B consensus, declined from $1.28B in the previous quarter and increased from $927M in the year-ago quarter. Average revenue per user dropped to $157 from $191 in Q4. On a Y/Y basis, it rose 8% vs. 16% in Q4. Transaction-based revenue of $623M, lagging the Visible Alpha estimate of $659M, dipped from $776M in the prior quarter and rose from $583M a year ago. Crypto revenue fell 47% Y/Y to $134M; options revenue of $250M increased 8% Y/Y, and equities revenue of $82M climbed 46% Y/Y. Robinhood’s ( HOOD ) Q4 total operating expenses of $656M, lower than the $671M Visible Alpha estimate, increased from $633M in Q4 and $557M in last year’s Q1. Net deposits were $17.7B, translating to a 22% annualized growth rate relative to total platform assets at the end of Q4 2025. Q4 adjusted EBITDA of $534M, missing the Visible Alpha estimate of $573M, dropped from $761M in Q4 and rose from $470M in Q1 2025. Conference call at 5:00 PM ET More on Robinhood Markets Robinhood: Multiple Expansion Ahead As New Catalysts Hit Robinhood: 'Buy' The Dip While Assets Keep Growing Robinhood: Best In Class Innovation And Profit Engine (Rating Upgrade) Robinhood Markets GAAP EPS of $0.38 misses by $0.01, revenue of $1.07B misses by $70M Robinhood Markets options price ~10% move into Q1 earnings
Sensata Technologies press release ( ST ): Q1 Non-GAAP EPS of $0.86 beats by $0.02 . Revenue of $934.8M (+2.6% Y/Y) beats by $5.36M . FY26 revenue consensus of $957.75M, EPS consensus of $0.92 For the second quarter of 2026, Sensata expects revenue of $950 to $980 million, inclusive of recovery of tariff costs, and adjusted EPS of $0.89 to $0.95. Q2-2026 Guidance $ in millions, except EPS Q2-26 Gu...
Sensata Technologies press release ( ST ): Q1 Non-GAAP EPS of $0.86 beats by $0.02 . Revenue of $934.8M (+2.6% Y/Y) beats by $5.36M . FY26 revenue consensus of $957.75M, EPS consensus of $0.92 For the second quarter of 2026, Sensata expects revenue of $950 to $980 million, inclusive of recovery of tariff costs, and adjusted EPS of $0.89 to $0.95. Q2-2026 Guidance $ in millions, except EPS Q2-26 Guidance Q2-25 Y/Y Change Revenue $950 - $980 $943 1% - 4% Adjusted Operating Income $182 - $190 $179 2% - 6% Adj. Operating Margin 19.2% - 19.4% 19.0% 20 bps - 40 bps Adjusted Net Income $131 - $139 $127 3% - 9% Adjusted EPS $0.89 - $0.95 $0.87 2% - 9% Click to enlarge Shares -2% . More on Sensata Technologies Sensata Technologies Holding plc 2025 Q4 - Results - Earnings Call Presentation Sensata Technologies Holding plc (ST) Q4 2025 Earnings Call Transcript Sensata outlines new three-segment structure and targets at least 20 basis points margin expansion for 2026 Sensata Technologies Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Sensata Technologies
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
On the stand, Elon Musk is positioning himself as a savior. In the high-profile trial between him and his fellow OpenAI co-founder, now CEO, Sam Altman , Musk opened by going through his background. He went as far back as being raised in South Africa and arriving in Canada for college with "2,500 in Canadian travelers' checks and a bag of clothes and books," then spent an unusually long time talki...
On the stand, Elon Musk is positioning himself as a savior. In the high-profile trial between him and his fellow OpenAI co-founder, now CEO, Sam Altman , Musk opened by going through his background. He went as far back as being raised in South Africa and arriving in Canada for college with "2,500 in Canadian travelers' checks and a bag of clothes and books," then spent an unusually long time talking about his past, from Zip2 to PayPal to the current, more familiar slate of companies he now runs. Why is Musk giving the jury so much of his origin story? Though he may be, depending on the day, the world's wealthiest individual, Musk suggested … Read the full story at The Verge.
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Rollins, Inc. (Symbol: ROL) has taken over the #419 spot from Bunge Global SA (Symbol: BG), according to The Online Investor. Market capitalization is an important da
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Rollins, Inc. (Symbol: ROL) has taken over the #419 spot from Bunge Global SA (Symbol: BG), according to The Online Investor. Market capitalization is an important da
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Berkley Corp (Symbol: WRB) has taken over the #377 spot from Expeditors International of Washington, Inc. (Symbol: EXPD), according to The Online Investor. Market cap
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Berkley Corp (Symbol: WRB) has taken over the #377 spot from Expeditors International of Washington, Inc. (Symbol: EXPD), according to The Online Investor. Market cap
Rush Street Interactive press release ( RSI ): Q1 Non-GAAP EPS of $0.14 beats by $0.02 . Revenue of $370.36M (+41.1% Y/Y) beats by $39.57M . The Company is raising its Revenue and Adjusted EBITDA 1 guidance for the full year ending December 31, 2026. Revenue for full year 2026 is now expected to be in the range of $1,490 and $1,540 million vs consensus of $1.41B, representing year-over-year growth...
Rush Street Interactive press release ( RSI ): Q1 Non-GAAP EPS of $0.14 beats by $0.02 . Revenue of $370.36M (+41.1% Y/Y) beats by $39.57M . The Company is raising its Revenue and Adjusted EBITDA 1 guidance for the full year ending December 31, 2026. Revenue for full year 2026 is now expected to be in the range of $1,490 and $1,540 million vs consensus of $1.41B, representing year-over-year growth of 31% to 36%. Adjusted EBITDA for full year 2026 is now expected to be in the range of $230 and $250 million, representing year-over-year growth of 50% to 63%.
In trading on Tuesday, shares of Kayne Anderson BDC Inc (Symbol: KBDC) crossed above their 200 day moving average of $14.55, changing hands as high as $14.67 per share. Kayne Anderson BDC Inc shares are currently trading up about 1.9% on the day. The chart below shows the one
In trading on Tuesday, shares of Kayne Anderson BDC Inc (Symbol: KBDC) crossed above their 200 day moving average of $14.55, changing hands as high as $14.67 per share. Kayne Anderson BDC Inc shares are currently trading up about 1.9% on the day. The chart below shows the one