VeriSign (VRSN) delivered earnings and revenue surprises of +6.36% and +1.68%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
VeriSign (VRSN) delivered earnings and revenue surprises of +6.36% and +1.68%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
PCB Bancorp (PCB) delivered earnings and revenue surprises of +10.45% and -0.22%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
PCB Bancorp (PCB) delivered earnings and revenue surprises of +10.45% and -0.22%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Comfort Systems (FIX) delivered earnings and revenue surprises of +46.18% and +18.12%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Comfort Systems (FIX) delivered earnings and revenue surprises of +46.18% and +18.12%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Marten Transport (MRTN) delivered earnings and revenue surprises of -33.33% and -4.00%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Marten Transport (MRTN) delivered earnings and revenue surprises of -33.33% and -4.00%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Intel (INTC) delivered earnings and revenue surprises of +2,032.35% and +10.09%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Intel (INTC) delivered earnings and revenue surprises of +2,032.35% and +10.09%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Intel (INTC) delivered earnings and revenue surprises of +2,032.35% and +10.09%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Intel (INTC) delivered earnings and revenue surprises of +2,032.35% and +10.09%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Boyd (BYD) delivered earnings and revenue surprises of -8.99% and +0.42%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Boyd (BYD) delivered earnings and revenue surprises of -8.99% and +0.42%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Texas Instruments Jumps Most Since Dot-Com On Upgraded Outlook; Goldman Sees Analog Recovery Shares of Texas Instruments jumped the most since the Dot-Com bubble era after the chipmaker issued a stronger-than-expected second-quarter forecast, signaling that demand is rebounding across industrial markets and data centers. Goldman analysts told clients the guidance suggests the " analog recovery is ...
Texas Instruments Jumps Most Since Dot-Com On Upgraded Outlook; Goldman Sees Analog Recovery Shares of Texas Instruments jumped the most since the Dot-Com bubble era after the chipmaker issued a stronger-than-expected second-quarter forecast, signaling that demand is rebounding across industrial markets and data centers. Goldman analysts told clients the guidance suggests the " analog recovery is continuing ." Revenue guidance of $5 billion to $5.4 billion and profit guidance of $1.77 to $2.05 a share both came in well above the Bloomberg Consensus estimate of estimate $4.85 billion, while first-quarter results also beat expectations. Here's a snapshot of first-quarter results (courtesy of Bloomberg): EPS $1.68 vs. $1.28 y/y, estimate $1.38 Revenue $4.83 billion, +19% y/y, estimate $4.53 billion Analog revenue $3.92 billion, +22% y/y, estimate $3.68 billion Embedded processing revenue $723 million, +12% y/y, estimate $683 million Other revenue $178 million, -16% y/y, estimate $168.7 million Operating profit $1.81 billion, +37% y/y, estimate $1.54 billion Capital expenditure $676.0 million, -40% y/y, estimate $689.9 millio Free cash flow $1.40 billion, estimate $1.2 billion R&D expenses $510 million, -1.4% y/y, estimate $530.7 million Cash and cash equivalents $3.55 billion, +28% y/y, estimate $3.25 billion CEO Haviv Ilan told analysts on an earlier call that the resurgence in demand for industrial components was broad-based across all geographies and segments. He added that while the company's revenue remains below its previous peak, that's only spurring optimism that upside momentum will continue. "There is a lot of room to grow," Ilan said. "I saw it across all sectors in industrial." Institutional commentary from Goldman analyst James Schneider had some very positive takeaways from earnings: Key stock takeaways : We expect the stock to trade higher following a quarter and guidance that came in well above the Street. We believe expectations were somewhat elevated ...
Meta said it would cut 10% of it employees while Microsoft will offer voluntary retirement to about 7% of workers Meta and Microsoft are trimming their workforces by thousands as they make heavy investments in AI and executives claim that the technology is meeting their companies’ productivity needs. Meta told staff on Thursday that on 20 May it would cut some 10% of its personnel just under 8,000...
Meta said it would cut 10% of it employees while Microsoft will offer voluntary retirement to about 7% of workers Meta and Microsoft are trimming their workforces by thousands as they make heavy investments in AI and executives claim that the technology is meeting their companies’ productivity needs. Meta told staff on Thursday that on 20 May it would cut some 10% of its personnel just under 8,000 employees– to boost efficiency, part of a layoff plan made months ago . The company is also closing about 6,000 open roles. The same day, Microsoft announced to employees, for the first time, that it would offer voluntary retirement to about 7% of its American workforce of roughly 125,000. Continue reading...
Check out the companies making headlines after the bell : Intel — Shares soared 15% after the chipmaker posted first-quarter earnings that beat Wall Street's expectations. Intel posted adjusted earnings of 29 cents per share on revenue of $13.58 billion, while analysts polled by LSEG had expected it to earn 1 cent per share on $12.42 billion in revenue. Intel's second-quarter forecast also was wel...
Check out the companies making headlines after the bell : Intel — Shares soared 15% after the chipmaker posted first-quarter earnings that beat Wall Street's expectations. Intel posted adjusted earnings of 29 cents per share on revenue of $13.58 billion, while analysts polled by LSEG had expected it to earn 1 cent per share on $12.42 billion in revenue. Intel's second-quarter forecast also was well above analysts' expectations. Boyd Gaming — The gambling and hospitality stock slipped 7% after Boyd posted first-quarter adjusted earnings of $1.60 per share, below the $1.73 consensus from LSEG. Revenue of $997.4 million also fell short of the expected $1 billion. Performance was hurt by soft revenue at its Las Vegas business. Newmont — The gold miner's stock wavered around the flatline following the company's warning taht second-quarter results could be hurt by higher oil prices and a full quarter of increased Ghana royalties. The company posted first-quarter adjusted earnings of $2.90 per share, beating estimates that called for $2.18 per share, according to LSEG. Revenue of $7.31 billion also came in above the expected $6.52 billion. SAP — The software stock popped 5% after the company earned $1.72 per share, excluding items, in its latest quarter, beating the expected $1.69, per LSEG. SAP cloud revenue rose 19%. The company's said its 2026 financial outlook is based on the assumption that the Middle East conflict will de-escalate. SLM — Shares added 2% after the student loan provider earned $1.54 per share, up from $1.40 per share a year ago. Sallie Mae also raised its full-year earnings guidance to between $3.10 and $3.20 per share, from a prior forecast of between $2.70 and $2.80 per share, which was above FactSet's $2.78 estimate. Ameriprise Financial — The broker and financial services provider stock was flat after the company posted first-quarter adjusted earnings of $11.26 per share, beating the estimated $10.21, according to FactSet. The company's $4.81 billi...
After a first-quarter correction in the Nasdaq Composite , investors began piling back into technology and artificial intelligence (AI) stocks in April, despite continued uncertainty over the war in Iran. Most likely, investors saw valuations decline on some good AI stocks and decided to jump back in. For many AI stocks, the issue is not a slowdown in revenue or demand; it's mainly because stocks ...
After a first-quarter correction in the Nasdaq Composite , investors began piling back into technology and artificial intelligence (AI) stocks in April, despite continued uncertainty over the war in Iran. Most likely, investors saw valuations decline on some good AI stocks and decided to jump back in. For many AI stocks, the issue is not a slowdown in revenue or demand; it's mainly because stocks were trading at unusually high multiples, with some AI stocks trading far above expected earnings. Image source: Getty Images. Continue reading
Earnings Call Insights: Mobileye Global Inc. (MBLY) Q1 2026 Management view "We delivered very good results in the first quarter. Revenue was up 27% year-over-year. Adjusted operating income was up 61% and our operating cash flow was again strong at $75 million" (Co-Founder, CEO, President & Director Amnon Shashua). "As a result of higher volume and revenue in Q1, we have raised our 2026 outlook t...
Earnings Call Insights: Mobileye Global Inc. (MBLY) Q1 2026 Management view "We delivered very good results in the first quarter. Revenue was up 27% year-over-year. Adjusted operating income was up 61% and our operating cash flow was again strong at $75 million" (Co-Founder, CEO, President & Director Amnon Shashua). "As a result of higher volume and revenue in Q1, we have raised our 2026 outlook towards the high end of our original guidance" (CEO Shashua), while adding, "The geopolitical and economic environment remains volatile, but based on our visibility for Q2, we believe there is sufficient conservatism baked into the second half" (CEO Shashua). "We have seen upward pressure on demand for our EyeQ product for the last several quarters. That continued in Q1 and is what we expect for Q2 as well" (CEO Shashua), and "India looks like a meaningful growth opportunity" (CEO Shashua). "On the buyback we announced this morning, we are a cash-generative company, which is unique in this space" (CEO Shashua), and "we see an opportunity to deploy cash towards share repurchase" (CEO Shashua). "First quarter revenue of $558 million was up 27% year-over-year" (Chief Financial Officer Moran Rojansky), and "we also excluded the goodwill impairment loss referenced in the press release and transaction costs associated with the Mentee acquisition, which closed in early February" (CFO Rojansky). Outlook "We are increasing the revenue outlook to $1.975 billion at the midpoint" (CFO Rojansky), and "we are increasing our outlook for adjusted operating income to $210 million at the midpoint, up from $195 million in the prior outlook" (CFO Rojansky). "Turning up to second quarter. We are assuming about 9.3 million EyeQ units and for revenue to decrease approximately 6% on a year-over-year basis" (CFO Rojansky). "It also assumes that the run rate of China OEM volume in the second half of 2026 comes down meaningfully from the first half levels. We aren't sure what will happen, but given lo...
Earnings Call Insights: Strategic Education, Inc. (STRA) Q1 2026 Management View “Our first quarter results reflect meaningful progress across 3 of our primary strategic objectives: the continued investment and growth of our Education Technology Services division; growing our employer-focused strategy; and further implementing our AI and other productivity enabling systems.” (President, CEO & Dire...
Earnings Call Insights: Strategic Education, Inc. (STRA) Q1 2026 Management View “Our first quarter results reflect meaningful progress across 3 of our primary strategic objectives: the continued investment and growth of our Education Technology Services division; growing our employer-focused strategy; and further implementing our AI and other productivity enabling systems.” (President, CEO & Director Karl McDonnell) “For the first quarter, SEI revenue declined 1% year-over-year, driven by a slight decrease in consolidated enrollment.” (President, CEO & Director McDonnell) McDonnell also said, “Based on our current enrollment trends, we expect that the first quarter will be the low point of the year in both absolute revenue and revenue growth.” “Our productivity initiatives drove a 2% reduction in adjusted operating expenses, resulting in 3% operating income growth and slight margin expansion to 14.3%.” (President, CEO & Director McDonnell) He added, “Adjusted earnings per share came in at $1.41.” “Education Technology Services grew revenue 21% to $42 million.” (President, CEO & Director McDonnell) He said ETS operating income “grew 42% to $20 million and a 47% margin,” and that “ETS now represents 46% of consolidated operating income.” “Workforce Edge ended the quarter with 82 corporate agreements, covering 4 million employees, and enrollments from Workforce Edge into either Strayer or Capella University grew 70%, reaching nearly 4,000 students.” (President, CEO & Director McDonnell) “Employer-affiliated enrollment grew 10% and reached a new all-time high of 34.5% of total U.S. Higher Education enrollment.” (President, CEO & Director McDonnell) He also said U.S. Higher Education “delivered $26 million of operating income and a 12% margin,” and “set a new record for average student retention at 89%.” “We repurchased approximately 493,000 shares during the quarter, for a total of $40 million.” (President, CEO & Director McDonnell) He added, “we have approximately $20...
Earnings Call Insights: Colony Bankcorp (CBAN) Q1 2026 Management view "This quarter marked a pivotal operational milestone as we successfully finalized our core systems conversion and completed the customer integration following the TC Federal merger." (CEO & Director T. Fountain) "Operating income increased $580,000 from the prior quarter" and management said it "expect[s] to see this continue t...
Earnings Call Insights: Colony Bankcorp (CBAN) Q1 2026 Management view "This quarter marked a pivotal operational milestone as we successfully finalized our core systems conversion and completed the customer integration following the TC Federal merger." (CEO & Director T. Fountain) "Operating income increased $580,000 from the prior quarter" and management said it "expect[s] to see this continue to improve post conversion as we begin to realize operational efficiencies and additional cost savings moving into next quarter." (CEO & Director Fountain) "Margin continues to expand, and we ended the quarter at 3.48%, which was a little better than our internal projections" with the driver described as "an acceleration of accretion income on acquired loans from the TC Federal merger" tied to "early payoff of loans." (CEO & Director Fountain) "Loan growth in the first quarter was lower than what we realized in 2025" as management pointed to "payoffs" and "lighter demand" that was "driven partially by the volatile rate environment driven by the conflict in the Middle East," while reiterating, "we still feel that a good growth number for 2026 is around that 8% mark." (CEO & Director Fountain) "The first quarter was the best quarter to date for Colony Financial Advisors" and management attributed profitability progress to adviser recruiting and "the transition of our broker-dealer relationship from a managed to a dual program." (CEO & Director Fountain) "Operating net income increased to $9.5 million in the first quarter" and "operating pre-provision net revenue increased approximately $1.3 million to $13.9 million in the quarter." (Executive VP & CFO Derek Shelnutt) "Operating noninterest expenses were $26 million in the quarter" and the company framed this as including "the cost and personnel expenses that were needed to get us through the systems conversion and customer integration," adding, "now we are positioned to begin seeing additional cost savings beginning in the sec...
Earnings Call Insights: Ladder Capital Corp (LADR) Q1 2026 Management View "Ladder had a strong first quarter with robust origination activity and earnings growth." (Founder, President & Director Pamela McCormack) "We generated distributable earnings of $28 million or $0.22 per share." (President McCormack) "In the first quarter, we deployed approximately $900 million in new investments, over $620...
Earnings Call Insights: Ladder Capital Corp (LADR) Q1 2026 Management View "Ladder had a strong first quarter with robust origination activity and earnings growth." (Founder, President & Director Pamela McCormack) "We generated distributable earnings of $28 million or $0.22 per share." (President McCormack) "In the first quarter, we deployed approximately $900 million in new investments, over $620 million in new loans with a weighted average spread of 300 basis points and $264 million in securities with a weighted average yield of 5.22%." (President McCormack) "Through mid-April, we've closed over $370 million in new loans." (President McCormack) "Our $2.1 billion securities portfolio, representing 36% of total assets is predominantly AAA rated and will serve as the primary source of capital as our loan origination activity continues to ramp." (President McCormack) "We expect the securities portfolio to shrink as loan originations accelerate." (President McCormack) "First, securing a $400 million full accordion expansion of our unsecured revolving credit facility to $1.25 billion, adding 3 new banks to our syndicate." (Chief Financial Officer Paul Miceli) "And second, securing a new unsecured delayed draw term loan facility of $275 million with an accordion feature for a total capacity of up to $500 million." (CFO Miceli) "The $275 million term loan is priced at 140 basis points over SOFR, which steps down upon credit rating upgrades and maintains a February 2030 fully extended maturity." (CFO Miceli) "We anticipate fully drawing on the term loan in the second quarter to fund loan origination." (CFO Miceli) "In the first quarter, we were pleased to receive an upgrade to our credit rating by S&P to BB+ just one notch below the investment-grade ratings we benefit from with Moody's and Fitch." (CFO Miceli) "In this quarter, we received a full payoff of our largest office loan just last week for $215 million." (Founder, CEO & Director Brian Harris) "On the day after tha...
Shortly after their discovery, carbon nanotubes seemed to be a material wonder. There were metallic and semiconducting forms; they were tiny and incredibly light; and they could only be broken by tearing apart chemical bonds. The ideas for using them seemed endless. But then the reality of working with them set in. It was hard to get a pure population of metallic or semiconducting forms. Synthesis...
Shortly after their discovery, carbon nanotubes seemed to be a material wonder. There were metallic and semiconducting forms; they were tiny and incredibly light; and they could only be broken by tearing apart chemical bonds. The ideas for using them seemed endless. But then the reality of working with them set in. It was hard to get a pure population of metallic or semiconducting forms. Synthesis techniques tended to produce a tangle of mostly short nanotubes; those that extended for more than a couple of centimeters remain rare. And while the metallic version offered little resistance to carrying electric current, it was hard to send many electrons down the nanotube. Materials scientists, however, are a stubborn bunch, and they're still trying to get them to work. Today's issue of Science includes a paper describing the addition of a chemical to carbon nanotube bundles to boost their ability to carry current to levels closer to those of copper. While the more conductive nanotubes weren't stable, the discovery may point the way toward something with a longer shelf life. Read full article Comments