First Hawaiian press release ( FHB ): Q1 GAAP EPS of $0.55 beats by $0.01 . Revenue of $220M (+4.3% Y/Y) misses by $0.73M . More on First Hawaiian First Hawaiian, Inc. (FHB) Shareholder/Analyst Call Prepared Remarks Transcript Slow Growth Keeps Me On The Sidelines For First Hawaiian First Hawaiian, Inc. 2025 Q4 - Results - Earnings Call Presentation First Hawaiian outlines 3%-4% loan growth and $5...
First Hawaiian press release ( FHB ): Q1 GAAP EPS of $0.55 beats by $0.01 . Revenue of $220M (+4.3% Y/Y) misses by $0.73M . More on First Hawaiian First Hawaiian, Inc. (FHB) Shareholder/Analyst Call Prepared Remarks Transcript Slow Growth Keeps Me On The Sidelines For First Hawaiian First Hawaiian, Inc. 2025 Q4 - Results - Earnings Call Presentation First Hawaiian outlines 3%-4% loan growth and $520M expense target for 2026 amid strong deposit trends First Hawaiian GAAP EPS of $0.56 beats by $0.01, revenue of $225.85M beats by $0.42M
The global lithium-ion battery market size is expected to grow from USD 110.93 billion in 2026 to USD 416.96 billion in 2035, growing at a CAGR of 15.85% from 2026 to 2035. The top key players in the market are Contemporary Amperex Technology Co., Limited (CATL), LG Energy Solution Ltd., Panasonic Corporation, Northvolt AB, AESC Group, BYD Co., Ltd., CALB (China Aviation Lithium Battery Co., Ltd.)...
The global lithium-ion battery market size is expected to grow from USD 110.93 billion in 2026 to USD 416.96 billion in 2035, growing at a CAGR of 15.85% from 2026 to 2035. The top key players in the market are Contemporary Amperex Technology Co., Limited (CATL), LG Energy Solution Ltd., Panasonic Corporation, Northvolt AB, AESC Group, BYD Co., Ltd., CALB (China Aviation Lithium Battery Co., Ltd.), EVE Energy Co., Ltd., Samsung SDI Co., Ltd., SK On Co., Ltd., Tesla, Inc., Toshiba Corporation -Gl
Moog press release ( MOG.A ): Q2 Non-GAAP EPS of $2.64 beats by $0.28 . Revenue of $1.05B (+12.3% Y/Y) beats by $20M . Fiscal 2026 Financial Guidance “We had an outstanding second quarter and expect an even stronger business performance in the second half of 2026," said Jennifer Walter , CFO. “We're increasing our 2026 guidance for sales and adjusted earnings per share, and reaffirming our guidanc...
Moog press release ( MOG.A ): Q2 Non-GAAP EPS of $2.64 beats by $0.28 . Revenue of $1.05B (+12.3% Y/Y) beats by $20M . Fiscal 2026 Financial Guidance “We had an outstanding second quarter and expect an even stronger business performance in the second half of 2026," said Jennifer Walter , CFO. “We're increasing our 2026 guidance for sales and adjusted earnings per share, and reaffirming our guidance for adjusted operating margin and free cash flow conversion.” FY 2026 Guidance Current Previous Net sales (in billions) $ 4.3 $ 4.3 Adjusted operating margin 13.4 % 13.4 % Adjusted diluted net earnings per share(1) $ 10.60 $ 10.20 Free cash flow conversion 60 % 60 % (1) Adjusted diluted net earnings per share is forecasted to be within range of +/- $0.20. Click to enlarge More on Moog Moog: This Quiet Defense Winner Still Has Upside Moog Stock Surges On Aerospace Rerating And There Is More To Come Moog Flying High On Exceptional Growth And Sector Popularity Moog prices $500M senior notes offering due 2034 Moog announces $500 million offering of senior notes
Getty Images Investment Thesis SoftBank Group ( SFTBY ) remains, in my view, an undervalued stock because the market still looks at the company as a funding vehicle with a complex structure, while not fully taking into account the value of the assets it owns. The current equity valuation appears to be discounted because of financing concerns tied to the AI investments, the bridge-loan situation, a...
Getty Images Investment Thesis SoftBank Group ( SFTBY ) remains, in my view, an undervalued stock because the market still looks at the company as a funding vehicle with a complex structure, while not fully taking into account the value of the assets it owns. The current equity valuation appears to be discounted because of financing concerns tied to the AI investments, the bridge-loan situation, and the HoldCo discount. Yet the underlying assets—Arm, the Vision Fund stakes, PayPay, SoftBank Corp., and other holdings—appear to be worth more than what the public market is assigning to the company today. According to the latest IR document, NAV per ordinary share was ¥5,427 as of December 31, 2025. Using USD/JPY around 158.58 and then converting to the ADR ratio, that comes to roughly $17.11 per SFTBY ADR, versus a current ADR price near $14.74. So, the stock is already trading below the official published NAV on an ADR basis, and if we also take the rerating of the underlying assets into consideration, we can see further upside. SBG standalone net debt: ¥8.05T, adjusted equity value of holdings: ¥38.98T, LTV = 20.6% (SoftBank Group Corp. - Q3 FY2025 Investor Presentation) Another point is that the official NAV is not the latest valuation. Since December 2025, Arm has been rerated much higher. According to Reuters, Arm's market capitalization is around $169.2B, versus the much lower Arm mark inside SoftBank's December framework. That means the true NAV for SoftBank is likely higher than the published NAV, which already exceeds the ADR price. Therefore, the stock looks undervalued not only because it sits below published NAV, but also because the market is still not giving proper credit to how much NAV has likely risen as Arm has rerated. Also, now that PayPay has become publicly visible, the opacity issue around PayPay is no longer there. Company Background and Evolution SoftBank's investments, over time, have shifted from telecom and internet sectors toward a much mor...
CR/iStock via Getty Images Eli Lilly ( LLY ) fell in premarket trading after Bloomberg reported that weekly prescriptions for the company’s weight loss therapies, Foundayo and Zepbound, trailed those for Novo Nordisk’s ( NVO ) rival drug, Wegovy, according to IQVIA ( IQV ) data sourced by analysts. Cantor analyst Carter Gould noted that total prescriptions for Zepbound for the week ending April 17...
CR/iStock via Getty Images Eli Lilly ( LLY ) fell in premarket trading after Bloomberg reported that weekly prescriptions for the company’s weight loss therapies, Foundayo and Zepbound, trailed those for Novo Nordisk’s ( NVO ) rival drug, Wegovy, according to IQVIA ( IQV ) data sourced by analysts. Cantor analyst Carter Gould noted that total prescriptions for Zepbound for the week ending April 17 fell ~2% from the prior week, while those for Novo’s ( NVO ) Wegovy injectable rose 7% for the same week. “We see slower TRx (total prescriptions) growth continue in the injectable segment across diabetes and obesity, though injectable Wegovy notably grew +7% w/w,” Gould noted. As for Lilly’s ( LLY ) newly launched oral obesity therapy Foundayo, the total prescriptions for the once-daily therapy reached 3,707 for the week ending April 17, its first full week on the market, according to IQVIA data cited by Truist analyst Srikripa Devarakonda. In comparison, Novo’s ( NVO ) Wegovy pill recorded roughly 18,410 prescriptions during the first week of its launch in January. Devarakonda stopped short of making conclusions based on only one week of launch data reported by IQVIA. However, “we acknowledge that investors will be scrutinizing the numbers, and believe that Foundayo scripts totaling just 20% of what oral Wegovy achieved during their first full week could cause the stock to be weak today," the analyst added. More on Eli Lilly, Novo Nordisk A/S Novo Nordisk: Is The GLP‑1 Golden Age Already Behind It? Eli Lilly: We Haven't Reached Its Peak Yet (Rating Upgrade) Eli Lilly: From Sell To Buy In 90 Days, Here's What Changed My Mind Medicare delays GLP-1 coverage plan; interim program extended Eli Lilly terminates license agreement with Rigel over ocadusertib
The prospect of Iran agreeing to more in-person peace talks with the US is being hindered by President Donald Trump's threats and brash social media posts, according to several officials with knowledge of the diplomatic efforts to end their war. Trump's Truth Social posts — as well as his decision to continue with a naval blockade of Iranian ports — have been detrimental to ongoing negotiations th...
The prospect of Iran agreeing to more in-person peace talks with the US is being hindered by President Donald Trump's threats and brash social media posts, according to several officials with knowledge of the diplomatic efforts to end their war. Trump's Truth Social posts — as well as his decision to continue with a naval blockade of Iranian ports — have been detrimental to ongoing negotiations through mediators such as Pakistan, according to two US officials familiar with the matter. Our EMEA News Director Will Kennedy joins Stephen Carroll and Caroline Hepker to discuss. (Source: Bloomberg)
HCA (HCA) delivered earnings and revenue surprises of -0.27% and -0.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
HCA (HCA) delivered earnings and revenue surprises of -0.27% and -0.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Charter (CHTR) delivered earnings and revenue surprises of -8.05% and +0.49%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Charter (CHTR) delivered earnings and revenue surprises of -8.05% and +0.49%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Getty Images By James Smith , Developed Markets Economist, UK Markets are pricing two rate hikes this year The Bank of England is poised to keep rates on hold at its April meeting. But will it push back against market expectations of two rate hikes by year-end? The Bank was evidently caught off guard by the reaction to its March decision, which saw even the most dovish officials appear open-minded...
Getty Images By James Smith , Developed Markets Economist, UK Markets are pricing two rate hikes this year The Bank of England is poised to keep rates on hold at its April meeting. But will it push back against market expectations of two rate hikes by year-end? The Bank was evidently caught off guard by the reaction to its March decision, which saw even the most dovish officials appear open-minded about hiking rates. Governor Andrew Bailey told Reuters in the days after that investors were “getting ahead of themselves” . We doubt his views have changed since then, but we suspect the Bank will be reluctant to push back too hard on market expectations at Thursday’s meeting. For one thing, market pricing is not quite as extreme as it was towards the end of March. That’s mostly because oil prices have come lower; the correlation between energy costs and short-dated swap rates has been fairly tight since the crisis began. UK rate expectations are significantly higher than pre-war Source: Macrobond, ING More importantly, though, nobody, least of all the Bank, knows how the crisis will develop between now and June. Energy prices are unpredictable, but the BoE is also acutely aware that the longer the Strait of Hormuz disruption endures, the more likely the unforeseen knock-on effects on supply chains. That said, the fact that natural gas prices have stayed remarkably contained – and have even flirted with pre-war levels in recent days – is a significant source of near-term comfort. Natural gas – and the role it plays in setting electricity prices and heating bills – is in many ways a bigger vulnerability for the UK than oil. The other challenge the Bank has is that the data received since the March meeting hasn’t really told it much about how the economy is responding to the war. Inflation is up, but so far only on the predictable rises in motor fuel and heating oil costs. Consumer inflation expectations have also predictably surged. But measures of corporate price behavio...