Ameresco ( AMRC ) appointed Nicole Bulgarino and Lou Maltezos as co-presidents effective April 1, 2026, alongside chief executive officer George Sakellaris. Bulgarino will lead data center and large energy infrastructure initiatives while continuing oversight of Federal Solutions. Maltezos will oversee non-federal projects and continue leading Smart Building Solutions and Ameresco Canada. Peter Ch...
Ameresco ( AMRC ) appointed Nicole Bulgarino and Lou Maltezos as co-presidents effective April 1, 2026, alongside chief executive officer George Sakellaris. Bulgarino will lead data center and large energy infrastructure initiatives while continuing oversight of Federal Solutions. Maltezos will oversee non-federal projects and continue leading Smart Building Solutions and Ameresco Canada. Peter Christakis was appointed chief operating officer. More on Ameresco Ameresco, Inc. 2025 Q4 - Results - Earnings Call Presentation Ameresco, Inc. (AMRC) Q4 2025 Earnings Call Transcript Ameresco targets $2.1B revenue and $283M adjusted EBITDA in 2026 following record backlog expansion Seeking Alpha’s Quant Rating on Ameresco Historical earnings data for Ameresco
nCino ( NCNO ) on Tuesday announced that it has entered into an accelerated share repurchase agreement to buy back $100M of its common stock. Filing More on nCino nCino Non-GAAP EPS of $0.37 beats by $0.16, revenue of $149.67M beats by $2.26M Seeking Alpha’s Quant Rating on nCino Historical earnings data for nCino Financial information for nCino
nCino ( NCNO ) on Tuesday announced that it has entered into an accelerated share repurchase agreement to buy back $100M of its common stock. Filing More on nCino nCino Non-GAAP EPS of $0.37 beats by $0.16, revenue of $149.67M beats by $2.26M Seeking Alpha’s Quant Rating on nCino Historical earnings data for nCino Financial information for nCino
MOF/iStock Unreleased via Getty Images Games Workshop Group PLC ( GMWKF ) is managing solid performance improvements on the basis of stronger sales volumes and, no doubt, pricing improvements, though the exact breakdown isn't being disclosed. Investments continue to be made to scale the logistics and manufacturing as the hobby grows in popularity, and the market is apparently tolerating another 4%...
MOF/iStock Unreleased via Getty Images Games Workshop Group PLC ( GMWKF ) is managing solid performance improvements on the basis of stronger sales volumes and, no doubt, pricing improvements, though the exact breakdown isn't being disclosed. Investments continue to be made to scale the logistics and manufacturing as the hobby grows in popularity, and the market is apparently tolerating another 4% price increase started in October 2025. The only thing that is a little bit of a concern is the retail growth is not that great, which may be signaling some changing dynamics of their markets where the tabletop game is taking a backseat to the interest in models and painting and the lore. We think this does point to the importance of the licensing engine, which is not really online yet and down YoY after the pretty successful Space Marine 2 release, which we discussed in our previous coverage . Results Volumes have to have been pretty good. Gross margins grew considerably by almost 2% owed to higher volumes and therefore greater efficiency despite some negative tariff effects. Deltas (Half-Year PR) Further warehouse efficiencies are expected in 2027 when another facility opens. Additionally, Factory 4 investments have been made in this half-year, and they should scale manufacturing further to cope with what seems to be secularly growing demand for the hobby. Overall IS (Half-Year PR) In terms of the core revenue growth, there were 12 new stores opened, a little over 3% growth in the retail footprint. But the overall retail growth as part of the core revenue was only 5.4%. Trade drove growth at 25.2%. The retail channel is where they actually host the games and do the player onboarding to the tabletop. It's a pretty essential part of the actual gaming experience of Warhammer. Slower growth here but still strong sales of minis tell us that maybe the interest in the hobby is broadening beyond the gaming component. That would also imply that the draw of Warhammer's lore is goi...
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Bailey Lipschultz, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Bailey Lipschultz, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
Nanobiotix press release ( NBTX ): FY GAAP EPS of - € 0.50. Revenue of € 29.6M. Cash and Cash Equivalents: As of December 31, 2025, Nanobiotix had €52.8 million in cash and cash equivalents, compared to €49.7 million as of December 31, 2024. Financial Guidance: Based on the current operating plan and financial projections, Nanobiotix anticipates that the cash and cash equivalents of €52.8 million ...
Nanobiotix press release ( NBTX ): FY GAAP EPS of - € 0.50. Revenue of € 29.6M. Cash and Cash Equivalents: As of December 31, 2025, Nanobiotix had €52.8 million in cash and cash equivalents, compared to €49.7 million as of December 31, 2024. Financial Guidance: Based on the current operating plan and financial projections, Nanobiotix anticipates that the cash and cash equivalents of €52.8 million as of December 31, 2025, will fund its operations into early 2028, assuming the receipt of the remaining $21 million funding from HCRx expected one year post-closing upon reaching certain conditions. This runway excludes any milestone receipt. More on Nanobiotix Nanobiotix gains after report on J&J buyout bid Seeking Alpha’s Quant Rating on Nanobiotix Historical earnings data for Nanobiotix Financial information for Nanobiotix
Disciplined posture reflects consumer-first enrollment, an intentional Medicare Advantage pullback driven by market realities, continued special needs plans (“SNP”) leadership, targeted AI investment, and a focus on cash, back-book durability, and consolidation readiness
Disciplined posture reflects consumer-first enrollment, an intentional Medicare Advantage pullback driven by market realities, continued special needs plans (“SNP”) leadership, targeted AI investment, and a focus on cash, back-book durability, and consolidation readiness
In this article CRM ADBE NOW Follow your favorite stocks CREATE FREE ACCOUNT Microsoft CEO Satya Nadella speaks at the Microsoft AI Tour event in Munich, Germany, on Feb. 25, 2026. Sven Hoppe | Picture Alliance | Getty Images Microsoft just closed out its worst quarter on Wall Street since the 2008 financial crisis, as investors soured on the software giant's prospects in artificial intelligence. ...
In this article CRM ADBE NOW Follow your favorite stocks CREATE FREE ACCOUNT Microsoft CEO Satya Nadella speaks at the Microsoft AI Tour event in Munich, Germany, on Feb. 25, 2026. Sven Hoppe | Picture Alliance | Getty Images Microsoft just closed out its worst quarter on Wall Street since the 2008 financial crisis, as investors soured on the software giant's prospects in artificial intelligence. The stock plunged 23% in the first quarter, a steeper drop than any of its tech peers or the Nasdaq, which fell 7% in the period. Microsoft bounced back a bit on Tuesday, alongside a broader market rally, with the shares gaining 3.3%, the biggest jump since July. While Microsoft remains dominant in workplace productivity software and through its Windows operating system, the company is facing twin pressures to grow efficiently in AI while also building out its cloud AI infrastructure to support soaring demand. Oil prices are surging because of the war in Iran, potentially driving up costs for building and running data centers. And on the product side, Copilot, Microsoft's AI assistant, has yet to show a lot of traction as users flock to competitive services from Google , OpenAI and Anthropic. Stock Chart Icon Stock chart icon Microsoft vs. Nasdaq this year "Redmond is in a pickle," wrote Ben Reitzes, an analyst at Melius Research, in a note on March 23, referring to Microsoft's headquarters. Reitzes, who has a hold rating on the stock, said the company has to use valuable capacity from its Azure cloud to fix Copilot, but has no choice "since Copilot is needed to maintain momentum in its most profitable and largest segment." Microsoft declined to comment. Meanwhile, software stocks are getting pummeled as part of an AI-inspired "SaaSpocalypse" that's pushed names like Adobe , Atlassian and ServiceNow down more than 30% this year. "Much of traditional SaaS is dying/in likely terminal decay," Jason Lemkin, founder of SaaStr, wrote this week in a post on X , using the acronym f...
PVH Corp press release ( PVH ): Q4 Non-GAAP EPS of $3.82 beats by $0.52 . Revenue of $2.51B (+5.9% Y/Y) beats by $80M . 2026 full year outlook: Revenue: Projected to increase slightly (flat to increase slightly on a constant currency basis) compared to 2025. Operating margin: Projected to be approximately 8.8% on a non-GAAP basis. Outlook includes: an estimated net negative impact related to the t...
PVH Corp press release ( PVH ): Q4 Non-GAAP EPS of $3.82 beats by $0.52 . Revenue of $2.51B (+5.9% Y/Y) beats by $80M . 2026 full year outlook: Revenue: Projected to increase slightly (flat to increase slightly on a constant currency basis) compared to 2025. Operating margin: Projected to be approximately 8.8% on a non-GAAP basis. Outlook includes: an estimated net negative impact related to the tariffs on goods coming into the U.S., including a gross impact of approximately 215 basis points and a partially offsetting impact of planned mitigation actions EPS: Projected to be in a range of $11.80 to $12.10 on a non-GAAP basis. Outlook includes: an estimated net negative impact related to the tariffs for goods coming into the U.S., including a gross impact of approximately $3.30 per share and a partially offsetting impact of planned mitigation actions an estimated positive impact of approximately $0.30 per share related to foreign currency translation Completed over $560 million stock repurchases during 2025, principally through accelerated share repurchase agreements, and planning at least $300 million stock repurchases in 2026. Shares +3.8% AH. More on PVH Corp PVH Q4 Earnings Preview: Attractive Despite Inflation Risk (Upgrade) PVH: Headwinds Ahead In Regaining Momentum PVH: Deeply Discounted 5.7x P/E Is A Buying Opportunity PVH Corp Q4 2026 Earnings Preview Tommy Hilfiger fashion to be on display during Travis Kelce's “tunnel walk”
Washington’s top trade negotiator suggested on Tuesday that, in a break from usual practice, members of US President Donald Trump’s cabinet will not visit Beijing ahead of the expected mid-May summit with President Xi Jinping to prepare or discuss deliverables. “I don’t think we’re going to need to do that,” Jamieson Greer, US Trade Representative, said in an interview with Bloomberg Television wh...
Washington’s top trade negotiator suggested on Tuesday that, in a break from usual practice, members of US President Donald Trump’s cabinet will not visit Beijing ahead of the expected mid-May summit with President Xi Jinping to prepare or discuss deliverables. “I don’t think we’re going to need to do that,” Jamieson Greer, US Trade Representative, said in an interview with Bloomberg Television when asked about meeting his Chinese counterparts soon, ahead of the much-anticipated leaders’...
Nvidia's strategic tie-up with fellow chipmaker Marvell Technology is yet another reason to stick with the AI giant's sluggish stock. On Tuesday morning, the companies announced a partnership to integrate Marvell's custom AI chips and networking products with Nvidia's dominant AI computing ecosystem. In addition, Club name Nvidia is taking a $2 billion stake in Marvell, its latest investment into ...
Nvidia's strategic tie-up with fellow chipmaker Marvell Technology is yet another reason to stick with the AI giant's sluggish stock. On Tuesday morning, the companies announced a partnership to integrate Marvell's custom AI chips and networking products with Nvidia's dominant AI computing ecosystem. In addition, Club name Nvidia is taking a $2 billion stake in Marvell, its latest investment into other technology companies using its cash windfall from the AI boom. For Nvidia investors, the deal is significant because it enhances Nvidia's presence in the world of custom AI chips — widely considered the biggest threat to its crown as the king of AI computing. Nvidia's largest customers, while still buying jaw-dropping amounts of compute from Nvidia, are investing in their own custom silicon with design help from the likes of Marvell and fellow Club holding Broadcom . Marvell's customers include Amazon and Microsoft, while Alphabet and more recently Meta are known to be working with Broadcom. Shares of Nvidia jumped 5.6% Tuesday, on pace for their second-best day of the year. It is an encouraging reaction after the stock has languished for months despite a steady stream of good news — best exemplified by the frustratingly subdued market reaction to Nvidia's impressive GTC conference in mid-March. To be sure, some of Nvidia's recent weakness has stemmed from the broader market pullback on the Iran war. But no matter the cause, the end result was a stock that hasn't been this cheap in over a decade. Now, with the Marvell arrangement, we have even more reason to believe Nvidia will continue delivering earnings growth in the years ahead. In effect, Nvidia has the opportunity to capture a larger share of the dollars spent on AI data centers if its other products are more compatible with custom silicon. While best known for its workhorse graphics processing units (GPUs), Nvidia has transformed into a one-stop-shop for AI computing, offering additional types of non-GPU proces...
Waste management company GFL Environmental Inc. is close to a deal to acquire Frontier Waste Solutions, which manages dozens of sites in Texas, according to a person familiar with the matter. The transaction would be worth about $900 million, the person said, speaking on condition they not be identified because the matter is still private. Some Frontier shareholders will take GFL shares as part of...
Waste management company GFL Environmental Inc. is close to a deal to acquire Frontier Waste Solutions, which manages dozens of sites in Texas, according to a person familiar with the matter. The transaction would be worth about $900 million, the person said, speaking on condition they not be identified because the matter is still private. Some Frontier shareholders will take GFL shares as part of the deal, the person said. Dallas-based Frontier was founded in 2017 with the acquisition of several waste companies in north, south and central Texas and has almost 1,000 employees. GFL, led by Chief Executive Officer Patrick Dovigi , got its start in the Toronto region, but has made numerous acquisitions and now gets the bulk of its revenue in the US. The company announced in January that it had relocated its executive headquarters to Miami Beach, Florida.
Accelerant ( ARX ) named Linda S. Huber as chief financial officer following a previously announced transition. Huber previously served as CFO at FactSet and held senior finance roles at MSCI and Moody’s. More on Accelerant Holdings Accelerant Holdings (ARX) Q4 2025 Earnings Call Transcript Accelerant Holdings: An Insurance Marketplace Trading Like A Broken IPO Wells Fargo upgrades Accelerant to B...
Accelerant ( ARX ) named Linda S. Huber as chief financial officer following a previously announced transition. Huber previously served as CFO at FactSet and held senior finance roles at MSCI and Moody’s. More on Accelerant Holdings Accelerant Holdings (ARX) Q4 2025 Earnings Call Transcript Accelerant Holdings: An Insurance Marketplace Trading Like A Broken IPO Wells Fargo upgrades Accelerant to Buy equivalent Accelerant outlines $5.1B premium target for 2026 while accelerating AI-driven platform shift Historical earnings data for Accelerant Holdings
Nike press release ( NKE ): Q3 GAAP EPS of $0.35 beats by $0.07 . Revenue of $11.28B (+0.1% Y/Y) beats by $50M . Wholesale revenues were $6.5 billion, up 5 percent on a reported basis and up 1 percent on a currency-neutral basis NIKE Direct revenues were $4.5 billion, down 4 percent on a reported basis and down 7 percent on a currency-neutral basis Gross margin decreased 130 basis points to 40.2 p...
Nike press release ( NKE ): Q3 GAAP EPS of $0.35 beats by $0.07 . Revenue of $11.28B (+0.1% Y/Y) beats by $50M . Wholesale revenues were $6.5 billion, up 5 percent on a reported basis and up 1 percent on a currency-neutral basis NIKE Direct revenues were $4.5 billion, down 4 percent on a reported basis and down 7 percent on a currency-neutral basis Gross margin decreased 130 basis points to 40.2 percent Shares -1.3% AH. More on Nike Wall Street Brunch: Jobs Report Due Despite Holiday Sell Nike: Overpriced On Pandemic-Era Performance And Turnaround Hopes Nike Earnings Preview: The Company Really Needs To Return To Mid-Single-Digit Revenue Growth Nike’s 'express lane' seen dominating earnings call, Kalshi bets show Nike options chain shows upside-heavy positioning into earnings
lissart/E+ via Getty Images Constellation Energy ( CEG ) closed down 6.5% in Tuesday's trading, making it the day's largest loser on the S&P 500, after the company's Investor Day did not include any new deals to power data centers and offered FY 2026 earnings guidance that came in below the midpoint of Wall Street consensus expectations. Constellation ( CEG ) CEO Joe Dominguez told the event that ...
lissart/E+ via Getty Images Constellation Energy ( CEG ) closed down 6.5% in Tuesday's trading, making it the day's largest loser on the S&P 500, after the company's Investor Day did not include any new deals to power data centers and offered FY 2026 earnings guidance that came in below the midpoint of Wall Street consensus expectations. Constellation ( CEG ) CEO Joe Dominguez told the event that he anticipates signing major new deals to provide power to tech companies but does not want to announce anything too soon, given the current spotlight on data centers and some changing regulations. "The last time we spoke, I indicated that we expected to be done with an important transaction by this call, but we're not ready to announce anything today," the CEO said , according to Barron's . Jefferies analyst Paul Zimbardo said investors were looking for Constellation ( CEG ) to announce lucrative new agreements, perhaps selling at least 1 GW of nuclear power to a tech company at "premium pricing (15+ year terms)." Even as the earnings outlook came in a bit light, the presentation included some positives for investors, as Constellation ( CEG ) said it expected to boost its base annual earnings by more than 20% through 2029, and it announced a $5B stock buyback plan, up from its prior $3B repurchase plan. Dominguez also said Constellation ( CEG ) will ask the Federal Energy Regulatory Commission to speed up its connection of the Three Mile Island nuclear power plant to the electric grid and meet its goal of restarting the plant by year-end 2027. More on Constellation Energy Constellation Energy Q4 2026 Guidance Call Transcript Constellation Energy Q4 2026 Guidance/Update Call - Slideshow Constellation Energy: Nuclear And Electric Demand Strength Is Going Nowhere