Investors seem to have forgotten that Tesla makes cars. Tesla is due to report first-quarter delivery numbers on Thursday. Coming into Tuesday trading, Tesla stock was up 37% over the past 12 months and 102% over the past two years, despite falling EV sales and earnings estimates.
Investors seem to have forgotten that Tesla makes cars. Tesla is due to report first-quarter delivery numbers on Thursday. Coming into Tuesday trading, Tesla stock was up 37% over the past 12 months and 102% over the past two years, despite falling EV sales and earnings estimates.
EvgeniyShkolenko/iStock via Getty Images L3Harris Technologies ( LHX ) and Comtech Telecommunications ( CMTL ) on Tuesday said they developed a new satellite communications modem designed to operate across multiple orbital networks, as demand grows for more resilient and flexible military communications systems. Tactical satellite communications modem (L3Harris Technologies) The companies describe...
EvgeniyShkolenko/iStock via Getty Images L3Harris Technologies ( LHX ) and Comtech Telecommunications ( CMTL ) on Tuesday said they developed a new satellite communications modem designed to operate across multiple orbital networks, as demand grows for more resilient and flexible military communications systems. Tactical satellite communications modem (L3Harris Technologies) The companies described the 5650C2/MP as an embeddable modem capable of connecting to satellites in different orbits, including medium, geosynchronous and highly elliptical systems. The device is intended for use with L3Harris’ portable and rapidly deployable satellite terminals, allowing field operators to access multiple networks using a single piece of hardware. The announcement reflects a broader shift in military communications, as defense contractors and satellite operators move toward multi-orbit connectivity that can link users across commercial and government networks. While software-defined modems and hybrid architectures are not new, the focus has shifted to bringing those capabilities into smaller, field-deployable systems as concerns grow over jamming, cyber threats and contested electromagnetic environments. Undergoing certification L3Harris ( LHX ) and Comtech’s ( CMTL ) modem has been configured to work with satellite services operated by SES, including its medium Earth orbit mPower constellation. It is also undergoing certification with the U.S. Space Force for use on the Wideband Global SATCOM system, a key military communications network. If approved, the device would be able to operate across both commercial and military satellite constellations, potentially reducing the need for multiple modems in deployed environments. The system is built on a software-defined architecture, allowing operators to reconfigure the modem based on mission requirements. It also supports communication waveforms designed to resist interference and jamming, which are increasingly important as contes...
RH press release ( RH ): Q4 Non-GAAP EPS of $1.53 misses by $0.67 . Revenue of $842.62M (+3.7% Y/Y) misses by $30.63M . FISCAL YEAR 2026 OUTLOOK Revenue Growth of 4% to 8% Adjusted EBITDA Margin of 14% to 16% Adjusted Free Cash Flow of $300M to $400M T The above outlook includes an approximate negative 270 basis point Adjusted EBITDA margin impact from preopening and startup costs to support our i...
RH press release ( RH ): Q4 Non-GAAP EPS of $1.53 misses by $0.67 . Revenue of $842.62M (+3.7% Y/Y) misses by $30.63M . FISCAL YEAR 2026 OUTLOOK Revenue Growth of 4% to 8% Adjusted EBITDA Margin of 14% to 16% Adjusted Free Cash Flow of $300M to $400M T The above outlook includes an approximate negative 270 basis point Adjusted EBITDA margin impact from preopening and startup costs to support our international expansion. FIRST QUARTER 2026 OUTLOOK Revenue Growth of -2% to -4% Adjusted EBITDA Margin of 5.5% to 6.5% The above outlook includes an approximate negative 420 basis point Adjusted EBITDA margin impact from preopening and startup costs to support our international expansion. Shares -12.48% . More on RH RH: The Reasons I Am Reluctant To Buy The Stock Before The Earnings RH Q4 2026 Earnings Preview RH appoints David Stanchak as chief real estate and transformation officer Seeking Alpha’s Quant Rating on RH Historical earnings data for RH
akinbostanci/iStock via Getty Images It has been a little over a month since I wrote the article “Not A Bear Market Yet, But It’s Already A Stock Picker’s Dream.” My opinion on the market in general was simple: the main indexes had already undergone a certain correction, but the real opportunity was in stock picking. Now, I think the scenario has already changed. I am still a stock picker, and I f...
akinbostanci/iStock via Getty Images It has been a little over a month since I wrote the article “Not A Bear Market Yet, But It’s Already A Stock Picker’s Dream.” My opinion on the market in general was simple: the main indexes had already undergone a certain correction, but the real opportunity was in stock picking. Now, I think the scenario has already changed. I am still a stock picker, and I focus on that. But the market in general is very undervalued. Looking at indexes like the S&P 500 and Nasdaq, you are buying excellent companies at valuations that are already very interesting. I don't think it's something as generalized as “buy anything and it will go up,” but on average, speaking of indexes and good ETFs, I am already much more optimistic, and the scenario seems to me to be the type of case that is rare to find. S&P 500 And Nasdaq: Quality Companies With Reasonable Valuation Since I am a stock picker and a fundamental analyst, I will start by talking about what you are buying when you buy US Indexes. Everyone knows that when you buy an S&P 500 ( SP500 ) ETF like SPY or IVV, you are buying the 500 largest American companies. But more specifically, you have a higher weight for gigantic companies. Not surprisingly, Nvidia ( NVDA ) is 7% of the entire index, Apple ( AAPL ) is 6%, Microsoft ( MSFT ) is 5%, Amazon ( AMZN ) is 3.5%, and Alphabet ( GOOGL ) ( GOOG ) is a little over 5%, adding the two stocks present in the index. The top 10 holdings ( SPY ) already account for more than ⅓ of the entire index. Seeking Alpha This is something that at certain times can be bad, but at other times can be good. In the long run, obviously, it is an allocation and a way of rebalancing the index that was very successful and brought many gains. But at certain times it may seem like “too much” to have 7% of Nvidia or to have ~30% of the portfolio in tech. But I don't think that is the current moment. Tech, and especially the Mag 7, have gone through such a challenging moment ...
BioAtla ( BCAB ) on Tuesday said it will carry out a 50-for-1 share consolidation of its common stock, effective April 6, 2026, as it seeks to raise its share price to meet the $1.00 minimum bid requirement for continued listing on the Nasdaq Capital Market . The company’s shares will continue trading under the ticker “BCAB” and begin trading on a split-adjusted basis when markets open on the effe...
BioAtla ( BCAB ) on Tuesday said it will carry out a 50-for-1 share consolidation of its common stock, effective April 6, 2026, as it seeks to raise its share price to meet the $1.00 minimum bid requirement for continued listing on the Nasdaq Capital Market . The company’s shares will continue trading under the ticker “BCAB” and begin trading on a split-adjusted basis when markets open on the effective date. Under the consolidation, every 50 shares of issued and outstanding common stock will be converted into one share. No fractional shares will be issued, with eligible shareholders receiving cash in lieu based on the closing price on the effective date. The move follows stockholder approval at a March 23 special meeting tied to a merger plan involving the company and its wholly owned subsidiary. BioAtla added that equity plan share availability, as well as outstanding stock options and warrants, will be proportionately adjusted. The consolidation will not affect the par value or authorized share count. BCAB closed +6.16% at $0.1635. Source: Press Release More on BioAtla Financial information for BioAtla
Dave & Buster's press release ( PLAY ): Q4 Non-GAAP EPS of -$0.35 misses by $0.81 . Revenue of $529.6M (-0.9% Y/Y) misses by $25.32M . More on Dave & Buster's Dave & Buster's: A Possible Contrarian Play, But I'm Not Ready To Buy Dave & Buster's Entertainment Is An Exciting Turnaround That's In Play Dave & Buster's Q4 2026 Earnings Preview Seeking Alpha’s Quant Rating on Dave & Buster's Historical ...
Dave & Buster's press release ( PLAY ): Q4 Non-GAAP EPS of -$0.35 misses by $0.81 . Revenue of $529.6M (-0.9% Y/Y) misses by $25.32M . More on Dave & Buster's Dave & Buster's: A Possible Contrarian Play, But I'm Not Ready To Buy Dave & Buster's Entertainment Is An Exciting Turnaround That's In Play Dave & Buster's Q4 2026 Earnings Preview Seeking Alpha’s Quant Rating on Dave & Buster's Historical earnings data for Dave & Buster's
Nano Dimension press release ( NNDM ): FY Revenue of $102.44M (+77.3% Y/Y). Net loss attributable to common shareholders from continued operations of -$0.46 Net loss attributable to common shareholders from discontinued operations of -$0.90 For the full year 2026, the Company anticipates revenue in the range of $130 million to $140 million, non-GAAP gross margin of 46% to 48%, non-GAAP operating e...
Nano Dimension press release ( NNDM ): FY Revenue of $102.44M (+77.3% Y/Y). Net loss attributable to common shareholders from continued operations of -$0.46 Net loss attributable to common shareholders from discontinued operations of -$0.90 For the full year 2026, the Company anticipates revenue in the range of $130 million to $140 million, non-GAAP gross margin of 46% to 48%, non-GAAP operating expenses of $106 million to $111 million and Adjusted EBITDA loss in the range of $40 million to $50 million. More on Nano Dimension Nano Dimension files to delay 10-K annual report Nano Dimension prelim Q4 revenue beats prior guidance Financial information for Nano Dimension
Microsoft, Nvidia, and other Magnificent Seven stocks are cheaper relative to the S&P 500, but investors remain uncertain about the durability of the AI trade.
Microsoft, Nvidia, and other Magnificent Seven stocks are cheaper relative to the S&P 500, but investors remain uncertain about the durability of the AI trade.
da-kuk Wall Street rallied sharply Tuesday, with all three major U.S. equity benchmarks closing firmly in positive territory as investor sentiment improved on rising expectations of a potential de-escalation in U.S.-Iran tensions. “The news cycle continues to dominate the path of least resistance for markets across all asset classes, likely to persist until there is a major event in the Middle Eas...
da-kuk Wall Street rallied sharply Tuesday, with all three major U.S. equity benchmarks closing firmly in positive territory as investor sentiment improved on rising expectations of a potential de-escalation in U.S.-Iran tensions. “The news cycle continues to dominate the path of least resistance for markets across all asset classes, likely to persist until there is a major event in the Middle East,” said Seeking Alpha analyst Andrew Hecht . He added that “the stock market is experiencing a risk-on session on March 31, which is also the end of the first quarter of 2026, and could be a function of window dressing.” The Nasdaq Composite ( COMP:IND ) led gains, climbing 3.8%, while the S&P 500 ( SP500 ) advanced 2.9%. The Dow Jones Industrial Average ( DJI ) followed, rising 2.5% by the closing bell. Hecht also pointed to energy markets as a key signal for investors. “Keep an eye on crude oil prices, which are trading around $100 on the nearby NYMEX WTI contract, as oil has been a barometer of the ongoing hostilities,” he noted. “The volatility creates opportunity,” Hecht said, “but careful attention to risk-reward dynamics and the discipline to stick to risk levels is critical for success in volatile markets.” Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Treasury yields surge in March, posting the biggest monthly jump since 2024 Wells Fargo lowers its year-end S&P 500 target from 7,800 to 7,300 S&P 500 is on pace for its worst month since 2022 as broad selloff deepens Selling pressure intensifies as now nearly 300 of the S&P 500 names trade lower in 2026 Recession odds in 2026 jump to nearly 40% on prediction markets
US stocks (^DJI, ^IXIC, ^GSPC) switch into rally mode as all three of the major indexes skyrocket, including the Dow Jones Industrial Average increasing by a whopping 1,125 points (2.49%) and the Nasdaq Composite seeing nearly 800 points in daily gains (3.83%).Yahoo Finance Markets and Data Editor Jared Blikre recaps the day’s market moves as the first quarter of 2026 comes to a close.
US stocks (^DJI, ^IXIC, ^GSPC) switch into rally mode as all three of the major indexes skyrocket, including the Dow Jones Industrial Average increasing by a whopping 1,125 points (2.49%) and the Nasdaq Composite seeing nearly 800 points in daily gains (3.83%).Yahoo Finance Markets and Data Editor Jared Blikre recaps the day’s market moves as the first quarter of 2026 comes to a close.
Omeros press release ( OMER ): Q4 Non-GAAP EPS of $3.14 beats by $2.78 . At December 31, 2025, we had $171.8 million of cash and short-term investments. We had $87.9 million in aggregate principal amount of debt at December 31, 2025, reflecting a decrease of $77.1 million, or 47%, compared to $164.9 million in aggregate principal amount of debt at December 31, 2024. More on Omeros Omeros: Yartemle...
Omeros press release ( OMER ): Q4 Non-GAAP EPS of $3.14 beats by $2.78 . At December 31, 2025, we had $171.8 million of cash and short-term investments. We had $87.9 million in aggregate principal amount of debt at December 31, 2025, reflecting a decrease of $77.1 million, or 47%, compared to $164.9 million in aggregate principal amount of debt at December 31, 2024. More on Omeros Omeros: Yartemlea Can Own The Label And Still Split The Market Omeros Corporation (OMER) Discusses FDA Approval and Commercialization Plans for YARTEMLEA in TA-TMA Treatment Transcript Omeros Q4 2025 Earnings Preview Omeros higher after first commercial sales of transplant therapy Seeking Alpha’s Quant Rating on Omeros
Nvidia has committed a $2b investment into Marvell Technology to deepen collaboration on AI networking and silicon photonics. The partnership ties Marvell's networking, XPU, and silicon photonics capabilities directly into Nvidia's NVLink Fusion platform. The deal is positioned to tighten integration across Nvidia's AI data center stack and reshape supplier roles in high performance AI infrastruct...
Nvidia has committed a $2b investment into Marvell Technology to deepen collaboration on AI networking and silicon photonics. The partnership ties Marvell's networking, XPU, and silicon photonics capabilities directly into Nvidia's NVLink Fusion platform. The deal is positioned to tighten integration across Nvidia's AI data center stack and reshape supplier roles in high performance AI infrastructure. For investors watching NasdaqGS:NVDA, this $2b move comes with the stock trading at...
fergregory/iStock via Getty Images Here we are on the last day of March as the first quarter comes to a merciful end for investors, albeit a nice rally took place Tuesday morning. We are coming to the close of the quarter with both the Dow and NASDAQ in official correction territory, while the S&P 500 is off roughly 9% from its recent highs as of market close Monday. Not surprisingly, the energy s...
fergregory/iStock via Getty Images Here we are on the last day of March as the first quarter comes to a merciful end for investors, albeit a nice rally took place Tuesday morning. We are coming to the close of the quarter with both the Dow and NASDAQ in official correction territory, while the S&P 500 is off roughly 9% from its recent highs as of market close Monday. Not surprisingly, the energy sector was the only one of the 11 sectors in the S&P that posted a gain in March. WTI 1-Month Price Chart (MarketWatch) Brent oil had a record surge for a month in March, and the WTI oil benchmark crossed the $100/barrel threshold for the first time since 2022. So, what is ahead for investors in the first month of the second quarter? Three market predictions for April follow below. Extreme Oil Volatility Statista Obviously, this appears to be an easy call. Brent crude moved above $110/barrel late this month for the first time since 2022. Oil's direction seems very binary right now. Brent will either end April at $135/barrel or above and push global economies to the brink of recession or will fall under $85/barrel, and global investors will breathe a huge sigh of relief. Bloomberg - 03/31/2026 And it all depends on which scenario plays out in the Middle East and the Strait of Hormuz. Obviously, other key commodities and energy products are highly dependent on this situation in April. These include jet fuel, diesel, gasoline, and LNG on the energy side and key ingredients for fertilizer as well as aluminum, helium, and a variety of other key compounds. CRU, BMO Capital Markets, IEA, Wood Mackenzie, S&P Global If the Strait of Hormuz is forced open this month either by a resolution to this conflict or by military force, oil should plunge back to the $85/barrel level or so on Brent. That would be above the mid- to high-$70s it was trading at prior to this regional war but still far below current levels. The equity market should see a significant bounce if things play out this we...
SEALSQ press release ( LAES ): FY GAAP EPS of -$0.24. Revenue of $18.25M (+66.2% Y/Y) beats by $0.5M . FY 2026 Outlook SEALSQ’s outlook statements are based on current expectations. The following statements are forward-looking and actual results could differ materially depending on market conditions and the factors set forth under “Forward Looking Statements” below. SEALSQ believes the strong Q1 2...
SEALSQ press release ( LAES ): FY GAAP EPS of -$0.24. Revenue of $18.25M (+66.2% Y/Y) beats by $0.5M . FY 2026 Outlook SEALSQ’s outlook statements are based on current expectations. The following statements are forward-looking and actual results could differ materially depending on market conditions and the factors set forth under “Forward Looking Statements” below. SEALSQ believes the strong Q1 2026 start reinforces confidence in its previously communicated FY 2026 guidance with revenue growth expected to grow between 50% and 100% year-over-year, which is supported by: A full-year consolidation of the revenue of IC’ALPS compared to five months in 2025. Continued growth in current range of secure semiconductor products as well as entry into the Trusted Platform Module (“TPM”) market. The commercialization of the QS7001 Post-Quantum and QVault TPM product range, with first revenues anticipated for the latter part of 2026. The launch of a custom Post-Quantum enabled chip development with contractualization expected in the second half of 2026, reflecting the ability to deliver tailor-made security integrated circuits (“ASICs”). The anticipated adoption of Post-Quantum Cryptography as a reaction to the threat of Quantum computing to traditional encryption methods. Growth in PKI subscription contracts as a result of multiple market trends including the growth in digital transactions, the increasing frequency and sophistication of cyberattacks, and the growing adoption of cloud-based models and remote working. Initial revenues expected to be generated from the Quantix Edge Security project and sovereign semiconductor initiatives. More on SEALSQ Sealsq: The New Share Offering Will Strengthen The Balance Sheet Even More SEALSQ: A Hold Despite Post-Quantum Ambition Sealsq: The High-Growth Quantum Stock That The Market Is Overlooking SEALSQ to acquire Miraex, expanding quantum technology capabilities SEALSQ to raise $125M in direct offering
Silver, alongside gold, has long been a safe haven for investors during tumultuous times. In March, that script was flipped on its head. The precious metal ended March 19.7% lower – its largest monthly loss basis since September 2011, when it plunged 28%. March also marked the asset's first month in the red since April 2025. Those declines came as investors took profits in one of the best trades o...
Silver, alongside gold, has long been a safe haven for investors during tumultuous times. In March, that script was flipped on its head. The precious metal ended March 19.7% lower – its largest monthly loss basis since September 2011, when it plunged 28%. March also marked the asset's first month in the red since April 2025. Those declines came as investors took profits in one of the best trades of 2025 after the U.S.-Iran war began. The conflict has led to big swings in equities, bonds, currencies and commodities markets, with traders trying to handicap how long the war will last. Silver surged 141.4% last year, marking its best annual performance since 1979. The stunning rally caught the attention of both long-time commodities traders and less experienced retail investors. "We've shaken out a lot of the fast money, and people can start focusing on the fundamentals again," Peter Boockvar, chief investment officer of OnePoint BFG Wealth Partners, told CNBC. "There was a huge amount of speculation that was built in [to silver]." Silver as an 'ATM' In late February, the U.S. and Israel executed military strikes on Tehran, prompting Iran to largely block off the Strait of Hormuz in retaliation. The closure of the waterway, which accounts for roughly 20% of global oil shipments, led to higher oil prices and pressured other supply chains 0151 putting investors on tenterhooks. As global disruption risks grow, the U.S. has begun weighing the possibility of sending ground troops to the Islamic Republic – a move that would deepen the conflict and potentially prolong its effect on supply chains. "Whenever there's economic or political distress, people tend to take profits in names or asset classes that they have tremendous profits [in]," said Jeff Kilburg, CEO of KKM Financial. "There has been nowhere to hide in this indiscriminate selling from asset class to asset class. So you are seeing gold and silver being utilized as a cash station, as an ATM, in the same manner you're ...
SAN DIEGO, March 31, 2026 (GLOBE NEWSWIRE) -- BioAtla, Inc. (NASDAQ: BCAB or the “Company”), a global clinical-stage biotechnology company focused on the development of Conditionally Active Biologic (CAB) antibody therapeutics for the treatment of solid tumors, today announced that it will effect a 50-for-1 share consolidation (the “Share Consolidation”) of its common stock, par value $0.0001 per ...
SAN DIEGO, March 31, 2026 (GLOBE NEWSWIRE) -- BioAtla, Inc. (NASDAQ: BCAB or the “Company”), a global clinical-stage biotechnology company focused on the development of Conditionally Active Biologic (CAB) antibody therapeutics for the treatment of solid tumors, today announced that it will effect a 50-for-1 share consolidation (the “Share Consolidation”) of its common stock, par value $0.0001 per share (the “Common Stock”), that is expected to become effective on April 6, 2026 at 12:01 a.m. Eastern Time (the “Effective Date”). The Common Stock will continue to trade on The Nasdaq Capital Market under the existing symbol “BCAB” and is expected to begin trading on a split-adjusted basis when the market opens on April 6, 2026. Following the Share Consolidation, the new CUSIP number for the Common Stock will be 09077B203.
PC Photography/iStock via Getty Images One company that I have been bullish about for many years now is Griffon Corporation ( GFF ). For those not familiar with the enterprise, it operates as a producer and marketer of garage doors and rolling steel doors throughout North America, as well as a provider of branded consumer and professional tools, fans, home storage and organization products, and mo...
PC Photography/iStock via Getty Images One company that I have been bullish about for many years now is Griffon Corporation ( GFF ). For those not familiar with the enterprise, it operates as a producer and marketer of garage doors and rolling steel doors throughout North America, as well as a provider of branded consumer and professional tools, fans, home storage and organization products, and more. For many investors, this might not sound like that exciting a space to invest in. But when I last wrote about the company in November of last year, I said that it was still cheap enough to justify a "Buy" rating. From that time through today, it has dipped a little bit, declining by 0.8%. But that is better than the 1.2% drop that the S&P 500 saw. More important, however, is what has transpired since I originally turned bullish on it in May of 2022. Since then, the S&P 500 is up 66%. Meanwhile, shares of Griffon Corporation have risen an astounding 263%. When we look at the data that's available right now, I see a little bit of continued growth. However, profitability remains a mixed bag. In the near term, investors could see some pain because of broader market conditions. But considering how the stock is priced on both an absolute basis and relative to other similar companies, I think it would be a mistake to downgrade it just yet. If you have a long investment horizon, I would say that this prospect is deserving of a soft "Buy" rating. I’m not closing the door on this one yet Griffon Corporation As I mentioned already, Griffon Corporation operates as a provider of goods such as residential garage doors, commercial garage doors, and certain consumer and professional products like storage and organization items, lawn and garden products, outdoor decor, and even fans for the residential, commercial, and industrial markets. In 2025, about 63% of the company's revenue came from its home and building products offerings. That meant that the remaining 37% involved consumer an...
nCino press release ( NCNO ): Q4 Non-GAAP EPS of $0.37 beats by $0.16 . Revenue of $149.67M (+5.9% Y/Y) beats by $2.26M . Financial Outlook nCino is providing guidance for its first quarter ending April 30, 2026, as follows: Total revenues between $154.5 million and $156.5 million. Subscription revenues between $137.0 million and $139.0 million. Non-GAAP operating income between $38.0 million and ...
nCino press release ( NCNO ): Q4 Non-GAAP EPS of $0.37 beats by $0.16 . Revenue of $149.67M (+5.9% Y/Y) beats by $2.26M . Financial Outlook nCino is providing guidance for its first quarter ending April 30, 2026, as follows: Total revenues between $154.5 million and $156.5 million. Subscription revenues between $137.0 million and $139.0 million. Non-GAAP operating income between $38.0 million and $40.0 million. nCino is providing guidance for its fiscal year 2027 ending January 31, 2027, as follows: Total revenues between $639.0 million and $643.0 million. Subscription revenues between $569.0 million and $573.0 million. Non-GAAP operating income between $165.0 million and $170.0 million. Free Cash Flow between $132.0 million and $137.0 million Annual Contract Value ( ACV ) between $662.5 million and $667.5 million. Shares +9.75% AH. More on nCino Seeking Alpha’s Quant Rating on nCino Historical earnings data for nCino Financial information for nCino