Photronics press release ( PLAB ): Q1 Non-GAAP EPS of $0.61 beats by $0.08 . Revenue of $225.1M (+6.1% Y/Y) beats by $5.01M . IC revenue was $165.3 million, an increase of 7% year-over-year and up 5% sequentially. FPD revenue was $59.8 million, an increase of 3% both year-over-year and sequentially. Cash, cash equivalents and short-term investments at the end of the quarter were $636.9 million, of...
Photronics press release ( PLAB ): Q1 Non-GAAP EPS of $0.61 beats by $0.08 . Revenue of $225.1M (+6.1% Y/Y) beats by $5.01M . IC revenue was $165.3 million, an increase of 7% year-over-year and up 5% sequentially. FPD revenue was $59.8 million, an increase of 3% both year-over-year and sequentially. Cash, cash equivalents and short-term investments at the end of the quarter were $636.9 million, of which $459.1 million was associated with our Joint Ventures, of which we own 50.01%. Cash generated from operating activities was $97.3 million, and cash invested in organic growth through capital expenditures was $47.6 million. Second Quarter Fiscal 2026 Guidance For the second quarter of fiscal 2026, Photronics expects Revenue to be between $212 million and $220 million and non-GAAP diluted earnings per share attributable to Photronics, Inc. shareholders to be between $0.49 and $0.55 per share. Q2 EPS consensus is $0.50; Q2 Revenue consensus is $215.68M More on Photronics Photronics, Inc. 2025 Q4 - Results - Earnings Call Presentation Photronics: DRAM Shortage And CapEx Surge Support Long-Term Margin Expansion And Rerating Photronics: Good End To The Year, But Not That Good Photronics Q1 2026 Earnings Preview Photronics announces transition of Christopher Progler
Circle Internet ( CRCL ) stock surged 14% in Wednesday premarket trading after the company behind USDC stablecoin delivered Q4 earnings and revenue that topped consensus estimates as USDC in circulation at the end of the quarter climbed 72% from a year ago. The fintech behind USDC stablecoin ( USDC-USD ) expects 2026 other revenue of $150M-$170M (vs. the Visible Alpha consensus of $143M). Revenue ...
Circle Internet ( CRCL ) stock surged 14% in Wednesday premarket trading after the company behind USDC stablecoin delivered Q4 earnings and revenue that topped consensus estimates as USDC in circulation at the end of the quarter climbed 72% from a year ago. The fintech behind USDC stablecoin ( USDC-USD ) expects 2026 other revenue of $150M-$170M (vs. the Visible Alpha consensus of $143M). Revenue less distribution cost margin is anticipated to be 38%-40% vs. 2025’s 39%, and adjusted operating expenses are expected to be $570M-$585M vs. $478M in 2025. USDC in circulation is still expected to rise 40% CAGR through the cycle. Q4 USDC ( USDC-USD ) onchain transaction volume was $11.9T, vs. $9.6T in Q3, representing 247% Y/Y growth. The number of meaningful wallets rose to 6.8M from 6.3M in the previous quarter. USDC in circulation rose to $75.3B, vs. the Visible Alpha consensus of $77.3B, from $73.7B in Q3. Q4 GAAP EPS of $0.43, topping the average analyst estimate of $0.16, fell from $0.64 in Q3 and increased from $0.00 in the prior Q4. Q4 total revenue and reserve income of $770M, beating the average analyst estimate of $745M, increased from $740M in the prior quarter and $435M a year ago. Total distribution, transaction, and other costs rose to $461M from $447M in Q3 and $304M in the previous Q4. RLDC (revenue less distribution cost) margin of 40% compared with 39% in the prior quarter and 30% a year ago. Other revenue of $37M, topping the Visible Alpha estimate of $26M, climbed from $29M in Q3 and $2.4M in Q4 2024. "USDC adoption continued to expand globally as more enterprises, developers, and public institutions integrated digital dollars into real-world payments, treasury, and onchain financial workflows," said Co-Founder, Chairman and CEO Jeremy Allaire. "We saw strong engagement across our platform, meaningful progress toward launching Arc mainnet, continued growth in CPN TPV, and growing momentum for EURC and USYC." Q4 adjusted EBITDA of $167M, vs. the Visible...
SPOKANE, Wash., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Avista Corp. ( NYSE: AVA ) today reported net income based on GAAP of $193 million, or $2.38 per diluted share, compared to $180 million, or $2.29 per diluted share, in 2024. Non-GAAP utility earnings 1 were $207 million, or $2.55 per diluted share, compared to $187 million, or $2.38 per diluted share in 2024. Our utility results were driven by str...
SPOKANE, Wash., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Avista Corp. ( NYSE: AVA ) today reported net income based on GAAP of $193 million, or $2.38 per diluted share, compared to $180 million, or $2.29 per diluted share, in 2024. Non-GAAP utility earnings 1 were $207 million, or $2.55 per diluted share, compared to $187 million, or $2.38 per diluted share in 2024. Our utility results were driven by strong operational execution, constructive regulatory outcomes, customer load growth, and disciplined cost management.
Cyngn (Nasdaq: CYN) today announced the appointment of Ran Makavy to its Board of Directors. He brings senior growth and platform leadership experience from Lyft and Facebook, where he helped scale large technology businesses through high-growth phases.
Cyngn (Nasdaq: CYN) today announced the appointment of Ran Makavy to its Board of Directors. He brings senior growth and platform leadership experience from Lyft and Facebook, where he helped scale large technology businesses through high-growth phases.
Excessive selloffs across sectors triggered by fears of artificial intelligence disruption create opportunities for stock pickers, according to Morgan Stanley strategists. Investors should seek out what the team referred to as AI incumbents, strong growers and high-quality names to take advantage of lower prices and momentum behind adoption of the technology. The investment case for AI adopters wi...
Excessive selloffs across sectors triggered by fears of artificial intelligence disruption create opportunities for stock pickers, according to Morgan Stanley strategists. Investors should seek out what the team referred to as AI incumbents, strong growers and high-quality names to take advantage of lower prices and momentum behind adoption of the technology. The investment case for AI adopters with high pricing power continues to strengthen, strategists including Andrew Pauker said. “Nearer-term AI adoption tailwinds help to offset longer-term disruption fears for impacted areas and for the overall market,” Pauker wrote. While software has been among sectors hardest hit by investor panic, the strategists said the market seemed to have assumed incumbents won’t be able to take advantage of AI innovation. Instead, they see AI expanding the addressable market for enterprise software, with the Morgan Stanley analysts seeing “attractive entry points” for the likes of Microsoft Corp., Intuit Inc. and Atlassian Corp. Banks are set to be net AI beneficiaries, as the technology boosts productivity and earnings over time, the Morgan Stanley team said. They listed Citigroup Inc., Bank of America Corp., State Street Corp. and Truist Financial Corp. as the “most defensible” picks by analysts at the bank. Among other sectors, the strategists also see consumer finance stocks as net beneficiaries of AI, with short-term disruption outweighed by eventual efficiency gains. In insurance, AI should gradually improve brokering, but complex contracts, regulation and compliance are unlike to face near-term disruption, they said. In payments and fintech, the strategists see Mastercard Inc. and Visa Inc. as net beneficiaries of AI and agentic commerce. “What’s going on now is typical of a major investment cycle,” Pauker and his collegues wrote. “Volatility bands tend to widen and there are intermittent periods along the way where markets question both the pace of capital spending and which a...
Investors should seek out what the team referred to as AI incumbents, strong growers and high-quality names to take advantage of lower prices and momentum behind adoption of the technology. The investment case for AI adopters with high pricing power continues to strengthen, strategists including Andrew Pauker said. “Nearer-term AI adoption tailwinds help to offset longer-term disruption fears for ...
Investors should seek out what the team referred to as AI incumbents, strong growers and high-quality names to take advantage of lower prices and momentum behind adoption of the technology. The investment case for AI adopters with high pricing power continues to strengthen, strategists including Andrew Pauker said. “Nearer-term AI adoption tailwinds help to offset longer-term disruption fears for impacted areas and for the overall market,” Pauker wrote.
Geron press release ( GERN ): FY GAAP EPS of -$0.13 misses by $0.01 . Revenue of $183.9M (+138.8% Y/Y) misses by $2.39M . 2026 Financial GuidanceFor fiscal year 2026, the Company expects RYTELO net product revenue to be in the range of $220 million to $240 million. Geron also expects total operating expenses to be between $230 million and $240 million. More on Geron Geron: Underpromise And Overdel...
Geron press release ( GERN ): FY GAAP EPS of -$0.13 misses by $0.01 . Revenue of $183.9M (+138.8% Y/Y) misses by $2.39M . 2026 Financial GuidanceFor fiscal year 2026, the Company expects RYTELO net product revenue to be in the range of $220 million to $240 million. Geron also expects total operating expenses to be between $230 million and $240 million. More on Geron Geron: Underpromise And Overdeliver Could Be The 2026 Strategy (Rating Upgrade) Geron: From Launch Hype To Later-Line Gravity Geron Corporation: Can Restructuring Bring The Stock Back To Life? I'm On The Sidelines Geron Q4 2025 Earnings Preview Geron forecasts top-line growth, lower operating spend for 2026
Alkermes press release ( ALKS ): Q4 GAAP EPS of $0.29 misses by $0.05 . Revenue of $384.5M (-10.6% Y/Y) beats by $3.01M . Financial Expectations for 2026All line items are according to GAAP, except as otherwise noted.(In millions) 2026 Expectations Total Revenues $1,730 – $1,840 vs FY26 revenue consensus of $1.83B VIVITROL Net Sales $460 – $480 LYBALVI Net Sales $380 – $400 ARISTADAi Net Sales $36...
Alkermes press release ( ALKS ): Q4 GAAP EPS of $0.29 misses by $0.05 . Revenue of $384.5M (-10.6% Y/Y) beats by $3.01M . Financial Expectations for 2026All line items are according to GAAP, except as otherwise noted.(In millions) 2026 Expectations Total Revenues $1,730 – $1,840 vs FY26 revenue consensus of $1.83B VIVITROL Net Sales $460 – $480 LYBALVI Net Sales $380 – $400 ARISTADAi Net Sales $365 – $385 LUMRYZ Net Sales a $315 – $335 Cost of Goods Sold b $365 – $385 R&D Expenses $445 – $485 SG&A Expenses $890 – $930 Amortization of Intangible Assets c $95 – $105 Net Interest Expense $75 – $85 Net Tax Benefit ~$20 GAAP Net Loss d($115) – ($135) EBITDA $60 – $90Adjusted EBITDA $370 – $410 More on Alkermes 44th Annual J.P. Morgan Healthcare Conference Alkermes plc (ALKS) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Alkermes: Avadel Deal And Vibrance-2 Unlock Upside Alkermes Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Alkermes
Amarin press release ( AMRN ): Q4 GAAP EPS of $0.00 beats by $0.01 . Revenue of $49.2M (-21.0% Y/Y) misses by $1.42M . Reported aggregate cash and investments of $302.6 million, as of December 31, 2025, compared to $294.2 million as of December 31, 2024, reflecting a year-over-year increase of $8.4 million, and compared to $286.6 million as of September 30, 2025, reflecting a sequential increase o...
Amarin press release ( AMRN ): Q4 GAAP EPS of $0.00 beats by $0.01 . Revenue of $49.2M (-21.0% Y/Y) misses by $1.42M . Reported aggregate cash and investments of $302.6 million, as of December 31, 2025, compared to $294.2 million as of December 31, 2024, reflecting a year-over-year increase of $8.4 million, and compared to $286.6 million as of September 30, 2025, reflecting a sequential increase of $16.0 million. Debt: Remained debt free as of December 31, 2025. More on Amarin Amarin expects full-year 2025 revenue in-line with estimates Seeking Alpha’s Quant Rating on Amarin Historical earnings data for Amarin Financial information for Amarin
John David Escobar/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment ( AMC ) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36) Thi...
John David Escobar/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment ( AMC ) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36) This is an abridged transcript. Strategists at UBS Group ( UBS ) now warn that default rates in private credit could climb to as high as 15%. That’s two percentage points above the firm’s forecast issued less than a month ago . In that earlier report, UBS cautioned that direct lenders might face defaults of around 13% if artificial intelligence leads to an “aggressive” disruption across corporate borrowers, but that view became even more bearish in recent weeks as fears about AI upending the U.S. economy deepened. “What is new: a clearer catalyst — rapid, severe AI disruption,” said the report published on Tuesday, Bloomberg reported. Concerns about such a scenario have intensified in recent days. Stocks opened the week lower after a report from Citrini Research rattled markets by outlining a scenario in which advances in AI push U.S. unemployment into the double digits by 2028. The strategists also flagged elevated risks in other credit markets, projecting worst-case default rates of up to 6% for leveraged loans and 10% for high-yield bonds - above the estimates of up to 4% and 8% in the previous report. AMC Entertainment ( AMC ) CFO Sean Goodman on Tuesday told investors there’s “a significant opportunity” to continue closing underperforming theaters . He said on the post-earnings conference call that the company has the option to renew or terminate roughly 85 leases a year - about 10% of its locations. Goodman added that AMC will “be closing more theaters than we open; the new ones that we open are generating significantly more profit than the ones that we close." The remar...