Seeking Alpha More on Credo Technology Credo Q3 Preview: Asymmetry Is The Art Of Alpha Credo: Ramping Into An AI Super-Cycle (Earnings Preview) Credo Technology: The AI Energy Efficiency Architect Credo Technology tumbles even as Q3 results, guidance top estimates Credo Technology Non-GAAP EPS of $1.07 beats by $0.13, revenue of $407.01M beats by $19.39M
Seeking Alpha More on Credo Technology Credo Q3 Preview: Asymmetry Is The Art Of Alpha Credo: Ramping Into An AI Super-Cycle (Earnings Preview) Credo Technology: The AI Energy Efficiency Architect Credo Technology tumbles even as Q3 results, guidance top estimates Credo Technology Non-GAAP EPS of $1.07 beats by $0.13, revenue of $407.01M beats by $19.39M
Earnings Call Insights: uniQure N.V. (QURE) Q4 2025 Management View CEO Matthew Kapusta opened the call by emphasizing uniQure’s enduring focus on advancing gene therapies, highlighting "groundbreaking 3-year data from our Phase I/II study of AMT-130," which demonstrated a statistically significant 75% slowing of disease progression in Huntington’s disease, as well as a 60% slowing in Total Functi...
Earnings Call Insights: uniQure N.V. (QURE) Q4 2025 Management View CEO Matthew Kapusta opened the call by emphasizing uniQure’s enduring focus on advancing gene therapies, highlighting "groundbreaking 3-year data from our Phase I/II study of AMT-130," which demonstrated a statistically significant 75% slowing of disease progression in Huntington’s disease, as well as a 60% slowing in Total Functional Capacity. Kapusta detailed the regulatory setback: "during the October 2025 pre-BLA meeting, the FDA conveyed that data submitted from the Phase I/II studies of AMT-130 were unlikely to provide the primary evidence to support a BLA submission." He noted ongoing efforts to define a path forward, with the FDA recommending a Phase III randomized double-blind sham surgery-controlled study but affirming a willingness to exercise regulatory flexibility. Chief Medical Officer Walid Abi-Saab stated, "We strongly believe that AMT-130 represents the most compelling therapeutic data set generated in Huntington's disease to date and that these results provide the first clinical evidence that gene therapy can potentially alter the course of HD." Abi-Saab confirmed plans to amend the Phase I/II protocol to include a 4-year analysis, expecting this to "further inform the durability and magnitude of effect observed to date." CFO Christian Klemt reported, "Revenue for the year ended December 31, 2025, was $16.1 million compared to $27.1 million in 2024... Cash, cash equivalents and investment securities totaled $622.5 million as of December 31, 2025, compared with $367.5 million as of December 31, 2024." Outlook Management is focused on ongoing regulatory engagement with the FDA and has announced intentions to request a Type B meeting in the second quarter of 2026 to discuss Phase III design options. Abi-Saab stated, "We plan to request a Type B meeting in the second quarter of 2026 to further discuss potential Phase III study design approaches that address the agency's feedback while ...
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: Stone Harbor Investment Partners CIO & Head of EM James Craige, State Street Investment Management Executive Vice President Anna Paglia, Defiance ETFs CEO & CIO Sylvia Jablonski, Vanguard Director OF ETF Capital Markets David Sharp...
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: Stone Harbor Investment Partners CIO & Head of EM James Craige, State Street Investment Management Executive Vice President Anna Paglia, Defiance ETFs CEO & CIO Sylvia Jablonski, Vanguard Director OF ETF Capital Markets David Sharp, and International Atomic Energy Agency Director General Rafael Mariano Grossi. (Source: Bloomberg)
Capstone Copper press release ( CSCCF ): FY Non-GAAP EPS of C$0.21. Revenue of C$2.36B (+47.5% Y/Y). More on Capstone Copper Corp. Capstone Copper: Some Near-Term Turbulence, But Good Long-Term Value Seeking Alpha’s Quant Rating on Capstone Copper Corp. Historical earnings data for Capstone Copper Corp. Financial information for Capstone Copper Corp.
Capstone Copper press release ( CSCCF ): FY Non-GAAP EPS of C$0.21. Revenue of C$2.36B (+47.5% Y/Y). More on Capstone Copper Corp. Capstone Copper: Some Near-Term Turbulence, But Good Long-Term Value Seeking Alpha’s Quant Rating on Capstone Copper Corp. Historical earnings data for Capstone Copper Corp. Financial information for Capstone Copper Corp.
LendingTree press release ( TREE ): Q4 Non-GAAP EPS of -$0.39. Revenue of $319.69M (+22.3% Y/Y) beats by $33.13M . For first-quarter 2026: Revenue: $317 - $325 million Variable Marketing Margin: $94 - $99 million Adjusted EBITDA: $39 - $41 million AEBITDA/VMM: 41% For full-year 2026: Revenue: $1,275 - $1,330 million Variable Marketing Margin: $374 - $394 million Adjusted EBITDA: $150 - $160 millio...
LendingTree press release ( TREE ): Q4 Non-GAAP EPS of -$0.39. Revenue of $319.69M (+22.3% Y/Y) beats by $33.13M . For first-quarter 2026: Revenue: $317 - $325 million Variable Marketing Margin: $94 - $99 million Adjusted EBITDA: $39 - $41 million AEBITDA/VMM: 41% For full-year 2026: Revenue: $1,275 - $1,330 million Variable Marketing Margin: $374 - $394 million Adjusted EBITDA: $150 - $160 million AEBITDA/VMM: 40% Shares +14.2% . More on LendingTree LendingTree: Insurance Momentum Remains Strong Real estate tech stocks gap up amid Trump's housing relief push Seeking Alpha’s Quant Rating on LendingTree Historical earnings data for LendingTree Financial information for LendingTree
Michael Vi MongoDB ( MDB ) shares crashed and fell more than 20% in extended trading on Monday after the enterprise software company reported mixed guidance compared to Wall Street's forecast. Looking to the first-quarter of fiscal 2027, MongoDB expects to earn between $1.15 and $1.19 per share on an adjusted basis, below the $1.20 per share estimate. However, fiscal 2027 adjusted earnings per sha...
Michael Vi MongoDB ( MDB ) shares crashed and fell more than 20% in extended trading on Monday after the enterprise software company reported mixed guidance compared to Wall Street's forecast. Looking to the first-quarter of fiscal 2027, MongoDB expects to earn between $1.15 and $1.19 per share on an adjusted basis, below the $1.20 per share estimate. However, fiscal 2027 adjusted earnings per share are expected to be between $5.75 and $5.93 per share, above the $5.69 per share estimate. The mixed guidance comes after MongoDB, which is known for its Atlas platform, reported better-than-expected results for the period ending Jan. 31. The company said it earned an adjusted $1.65 per share as revenue rose 26.8% year-over-year to $695.1M. Analysts had expected the company to earn an adjusted $1.48 per share on $670.07M in revenue. MongoDB said Atlas revenue rose 29% year-over-year and it added 2,700 customers during the quarter, bringing its total to 65,200 as of the end of the period. "We delivered strong fourth quarter results driven by our continued go-to-market execution and the broad-based demand we are seeing across our product lines, as customers deploy additional elements of the MongoDB ( MDB ) platform. At the same time, we significantly outperformed on operating margin, achieving a rule of 40 performance and demonstrating we can drive durable revenue growth while simultaneously expanding margin," said CJ Desai, President and Chief Executive Officer of MongoDB. Desai continued: "Whether it's AI & digital natives looking for a highly performant solution that dynamically scales, a large enterprise looking for multi-cloud resiliency for their mission critical applications, or a customer seeking an integrated offering for AI agents with features such as search, vector search and embeddings in a single intelligent data layer, customers are excited about the strength of the MongoDB platform, the innovations we have been bringing to market, and plan to deliver in the ...
Belite Bio press release ( BLTE ): Q4 Non-GAAP EPS of -$0.38 beats by $0.38 . Net loss of $25.3M. More on Belite Bio Belite Bio, Inc (BLTE) Presents at 41st Asia-Pacific Academy of Ophthalmology Congress (APAO) - Slideshow Belite Bio On A Tear As It Approaches Key Regulatory Submissions Belite Bio, Inc (BLTE) Discusses Positive Topline Results from Phase III DRAGON Trial of Tinlarebant in Stargard...
Belite Bio press release ( BLTE ): Q4 Non-GAAP EPS of -$0.38 beats by $0.38 . Net loss of $25.3M. More on Belite Bio Belite Bio, Inc (BLTE) Presents at 41st Asia-Pacific Academy of Ophthalmology Congress (APAO) - Slideshow Belite Bio On A Tear As It Approaches Key Regulatory Submissions Belite Bio, Inc (BLTE) Discusses Positive Topline Results from Phase III DRAGON Trial of Tinlarebant in Stargardt Disease - Slideshow Seeking Alpha’s Quant Rating on Belite Bio Historical earnings data for Belite Bio
Harrow Health press release ( HROW ): Q4 GAAP EPS of $0.17 misses by $0.20 . Revenue of $89.09M (+33.3% Y/Y) beats by $0.67M . Outlook: Full-year 2026 revenue guidance of $350 million to $365 million, including $133 million to $153 million in the first half of 2026 and $203 million to $226 million in the second half of 2026. Full-year 2026 Adjusted EBITDA guidance of $80 million to $100 million. S...
Harrow Health press release ( HROW ): Q4 GAAP EPS of $0.17 misses by $0.20 . Revenue of $89.09M (+33.3% Y/Y) beats by $0.67M . Outlook: Full-year 2026 revenue guidance of $350 million to $365 million, including $133 million to $153 million in the first half of 2026 and $203 million to $226 million in the second half of 2026. Full-year 2026 Adjusted EBITDA guidance of $80 million to $100 million. Shares -13.51% AH. More on Harrow Health Harrow: Revisiting This Eyecare Growth Story Ahead Of Q4 Update Harrow: Flirting With Missing 2025 Revised Guidance Seeking Alpha’s Quant Rating on Harrow Health Historical earnings data for Harrow Health Financial information for Harrow Health
Winger started in England’s first ever international Lionesses will wear black armbands against Ukraine Tributes are being paid after the death of the trailblazing footballer Lynda Hale, who scored in England’s first official women’s international fixture. Hale, who was also a seven-time winner of the Women’s FA Cup as part of the Southampton Women’s FC side that dominated the English women’s game...
Winger started in England’s first ever international Lionesses will wear black armbands against Ukraine Tributes are being paid after the death of the trailblazing footballer Lynda Hale, who scored in England’s first official women’s international fixture. Hale, who was also a seven-time winner of the Women’s FA Cup as part of the Southampton Women’s FC side that dominated the English women’s game throughout the 1970s, started the Lionesses’ first formal game, against Scotland in November 1972. Continue reading...
Dmitro2009/iStock via Getty Images IFLN History Invesco Bloomberg Enhanced Fallen Angels ETF ( IFLN ) is a new ETF in an old open-end fund structure. Its declared inception date of 04/10/2012 is misleading. Indeed, it was previously known as the Invesco Fundamental High Yield Corporate Bond ETF with the ticker PHB and was tracking a fundamentals-based index using the RAFI methodology . It changed ...
Dmitro2009/iStock via Getty Images IFLN History Invesco Bloomberg Enhanced Fallen Angels ETF ( IFLN ) is a new ETF in an old open-end fund structure. Its declared inception date of 04/10/2012 is misleading. Indeed, it was previously known as the Invesco Fundamental High Yield Corporate Bond ETF with the ticker PHB and was tracking a fundamentals-based index using the RAFI methodology . It changed names, tickers, and strategies on 2/23/2026 to adopt as underlying index the Bloomberg U.S. High Yield Enhanced Fallen Angels Index. The reason for the reshuffling is clear: the old fund had underwhelming results, lagging high-yield bond benchmarks and competitors. I gave it a Sell rating in my review of March 2025 . Unfortunately, the old fund’s data, in particular price and distribution history, are now related to IFLN. Investors must be aware that: Past performance is irrelevant to assess the new strategy. Price series must not be used in backtests (for example, simulating a tactical allocation strategy using IFLN). IFLN Strategy Fallen angels are bonds below investment-grade corporate bonds (often referred to as “junk bonds”) that previously had an investment grade. Multiple studies conclude that companies having recently lost their investment-grade rating have a lower risk of default than those rated below investment grade for a long time. In particular: NYU Stern Professor Edward Altman found that fallen angels had an average annual default rate about 1% lower than the broader high-yield market between 1985 and 2017. A VanEck whitepaper reports that fallen angels had a 2.6% average default rate compared to 3.3% for the broader high-yield market between 1999 and 2020. A product leaflet by BNY Mellon claims that the high-yield annual average default rate was 2.47% between 2004 and 2024, versus 1.71% for fallen angels. As the survivor rate compounds year after year, such small gaps can make a significant difference in the long term. Additionally, a study by Fitch Ratings...