cookelma Shares of semiconductor equipment maker FormFactor ( FORM ) jumped nearly 8% in premarket trading on Thursday after investment firm GF Securities said its strong first-quarter results and guidance indicate there is “more to come.” “As previously stated, we are positive on FormFactor, driven by AI-driven market share gains, HBM acceleration and CPO testing,” GF Securities analyst Jeff Pu w...
cookelma Shares of semiconductor equipment maker FormFactor ( FORM ) jumped nearly 8% in premarket trading on Thursday after investment firm GF Securities said its strong first-quarter results and guidance indicate there is “more to come.” “As previously stated, we are positive on FormFactor, driven by AI-driven market share gains, HBM acceleration and CPO testing,” GF Securities analyst Jeff Pu wrote in a note to clients. “We view the upcoming May 11 investor day as the next catalyst, where we expect management to raise its long-term revenue target toward $1.6bn. Our target price of $193 is based on 40x 2027E P/E unchanged.” Separately, on Thursday, investment firm Craig Hallum downgraded FormFactor to Hold from Buy as it awaits the upcoming analyst day. There it expects the company to provide “further clarity on its future revenue and earnings potential.” Looking to the second-quarter, FormFactor expects revenue to be between $235M and $245M, above the $227.71M estimate. Adjusted earnings are forecast to be between $0.57 and $0.65 per share, well above the $0.45 per share estimate. More on FormFactor FormFactor: Don't Fear The Valuation, The HBM4 Earnings Inflection Is Here FormFactor's Margin Pivot Looks Real And HBM Is The Fuel FormFactor, Inc. (FORM) Q4 2025 Earnings Call Transcript FormFactor Q1 2026 Earnings Preview FormFactor initiated at Buy by GF Securities due to multiple drivers
Here are the biggest calls on Wall Street on Thursday: Raymond James upgrades Equinix to strong buy from outperform Raymond James upgraded the communication services company following earnings. "We are upgrading shares of Equinix (EQIX) to Strong Buy from Market Perform following 1Q26 results. We believe Equinix is firmly back in the driver seat after last year's adjustments and is benefiting from...
Here are the biggest calls on Wall Street on Thursday: Raymond James upgrades Equinix to strong buy from outperform Raymond James upgraded the communication services company following earnings. "We are upgrading shares of Equinix (EQIX) to Strong Buy from Market Perform following 1Q26 results. We believe Equinix is firmly back in the driver seat after last year's adjustments and is benefiting from AI-based demand and its unique assets." Deutsche Bank upgrades SiteOne Landscape to buy from hold Deutsche said in its upgrade of SiteOne that it's getting more constructive on the landscape company following earnings. "With the stock set up for a guidance beat, we believe this low valuation is an attractive entry point and we are upgrading the stock to a Buy. Our price target of $160, which uses an EV/EBITDA multiple of 16x, is in-line with its average over the past 4 years and implies upside of 32%." Roth Capital initiates Mistras as buy Roth says the asset protection solutions company is firing on all cylinders. "We initiate MISTRAS with a Buy and $22 target. MISTRAS has significantly improved its operating efficiency, driving margin expansion, profitability and conversion to free cash flow." Bank of America reiterates Nvidia as buy The firm says it's standing by the tech giant. "Our $300 PO is based on 28x CY27E PE ex cash, within NVDA's historical 25x-56x forward year PE range, which we believe is justified by NVDA's leading share in fast- growing AI compute/networking markets, offset by lumpiness in global AI projects, cyclical gaming market, and concerns around access to power." Oppenheimer initiates Palantir as outperform Oppenheimer says Palantir is firing on all cylinders. "We are initiating coverage of AI application software and data analytics leader Palantir (PLTR) with an Outperform rating and a $200 PT." Baird upgrades Blackbaud to outperform from neutral Baird says buy the weakness following the software company's earnings. "Following BLKB 's Q1'26 result, ...
landbysea Royal Caribbean ( RCL ) put in another strong quarter, enabling the cruise operator to beat Wall Street’s expectations, return ~1.1B to its shareholders, and drive shares higher into Thursday’s open. And although the company continues to navigate geopolitical tensions influencing travel in the Mediterranean and West Coast of Mexico that will negatively impact the current quarter, Royal C...
landbysea Royal Caribbean ( RCL ) put in another strong quarter, enabling the cruise operator to beat Wall Street’s expectations, return ~1.1B to its shareholders, and drive shares higher into Thursday’s open. And although the company continues to navigate geopolitical tensions influencing travel in the Mediterranean and West Coast of Mexico that will negatively impact the current quarter, Royal Caribbean ( RCL ) anticipates another 10% increase in revenue for FY26 and a double-digit improvement to its adjusted profit. “We continue to execute on our innovation pipeline and broaden our vacation ecosystem in ways that further strengthen our long-term growth trajectory," Royal Caribbean CEO Jason Liberty said, noting the company’s recent launch of Royal Beach Club Santorini, the upcoming delivery of Legend of the Seas, recent orders for Icon VI and Icon VII ships, and the introduction of the Royal ONE credit card. Excluding the elevated fuel costs, gross cruise costs per available passenger cruise day were down 1% during the quarter. Coupled with a 12.5% increase in revenue, the company’s profit improved 33% to $3.60 per share, both of which beat Wall Street’s expectations. Additionally, gross margin yields increased 6.9% and net yields increased 3.6% year-over-year, mainly due to higher pricing across key products and onboard revenue. To account for geopolitical events that continue to impact high-yielding itineraries for the Mediterranean and West Coast of Mexico in the second and third quarter, Royal Caribbean ( RCL ) expects Q2 adjusted EPS to be within a range of $3.88 and $3.93, down from a year ago and below the consensus estimate of $4.04. For FY26, however, revenue is expected to increase by 10% year-over-year, net yields are seen up 2.3% to 3.3%, and adjusted EPS is forecasted to be up 10% to be within a range of $17.10 and $17.50 per share with a midpoint of $17.30 that exceeds the $17.15 estimate. The results and premarket gain in the stock are lifting peer...
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Twin Vee PowerCats ( Nasdaq: VEEE ) on Thursday said its board has approved a 1-for-37 reverse stock split to regain compliance with Nasdaq’s minimum bid price requirement. The split will take effect on May 4, 2026, with shares continuing to trade under the ticker “VEEE” on the Nasdaq Capital Market on a split-adjusted basis. Following the move, the company’s outstanding shares will be reduced fro...
Twin Vee PowerCats ( Nasdaq: VEEE ) on Thursday said its board has approved a 1-for-37 reverse stock split to regain compliance with Nasdaq’s minimum bid price requirement. The split will take effect on May 4, 2026, with shares continuing to trade under the ticker “VEEE” on the Nasdaq Capital Market on a split-adjusted basis. Following the move, the company’s outstanding shares will be reduced from about 19.6 million to roughly 0.5 million, while authorized common shares will decrease to approximately 13.5 million. The company said the reverse split will not affect shareholders’ proportional ownership, aside from rounding up fractional shares. VEEE -9.88% premarket to $0.15 . Source: Press Release More on Twin Vee PowerCats Twin Vee PowerCats prices $1.7M common stock offering Twin Vee PowerCats scraps proposed stock offering Seeking Alpha’s Quant Rating on Twin Vee PowerCats Historical earnings data for Twin Vee PowerCats Financial information for Twin Vee PowerCats
Robinhood drops 13% after Q1 2026 miss as crypto transaction revenue dives. Despite buybacks and expansion, risks keep piling up. Is this a buying opportunity?
Robinhood drops 13% after Q1 2026 miss as crypto transaction revenue dives. Despite buybacks and expansion, risks keep piling up. Is this a buying opportunity?
LPETTET/iStock Unreleased via Getty Images The FDA has released results from what it called the most extensive investigation ever conducted into chemical contaminants in baby formula, noting that most products available in the U.S. market comply with high safety standards. In a statement on Wednesday, the agency noted that its analysis of more than 300 infant formula samples indicated that the U.S...
LPETTET/iStock Unreleased via Getty Images The FDA has released results from what it called the most extensive investigation ever conducted into chemical contaminants in baby formula, noting that most products available in the U.S. market comply with high safety standards. In a statement on Wednesday, the agency noted that its analysis of more than 300 infant formula samples indicated that the U.S. supply of infant formula is safe despite undetectable or very low levels of contaminants found in most of the samples. According to the regulator, infant formulas and other food items can contain traces of contaminants due to natural formation or entry from the external environment through human activities. The investigation was conducted as part of Operation Stork Speed, a comprehensive review launched by the Department of Health and Human Services in March into quality, safety, and other key parameters of local infant formula supply. “We tested more infant formula than ever before, and the results are clear: most products meet a high safety standard—but even small exposures matter for newborns,” HHS Secretary Robert F. Kennedy Jr. said. “The results of this study are encouraging. We will continue to advance formula innovation and safety for the millions of families who depend on it,” FDA Commissioner Marty Makary added. U.S. baby formula manufacturers include Abbott ( ABT ), Mead Johnson Nutrition of Reckitt Benckiser ( RBGPF ) ( RBGLY ), Nestlé ( NSRGY ) ( NSRGY ), and Perrigo ( PRGO ). More on Abbott Laboratories, Reckitt Benckiser Group ADR, etc. Perrigo: Positioning Through A Thesis Reset Nestle: Growth At A Reasonable Risk-Reward Abbott Laboratories: Buying A Healthcare Giant On Sale Nestlé to slash 180 jobs in France; stock jumps 4.68% post-Q1 results Earnings Scoreboard: 85% of S&P 500 early reporters beat EPS estimates as Y/Y growth hits 25 firms
Lifezone Metals press release ( LZM ): Q1 Revenue of $1.2M (+500.0% Y/Y) beats by $0.5M . Lifezone Metals reported a cash balance of $15.3 million as of March 31, 2026, compared to $20.1 million as of December 31, 2025. For Q1 2026, Lifezone reported an income before tax of $2.4 million compared to $7.3 million in Q1 2025. On April 23, 2026, Lifezone closed a $25 million registered direct offering...
Lifezone Metals press release ( LZM ): Q1 Revenue of $1.2M (+500.0% Y/Y) beats by $0.5M . Lifezone Metals reported a cash balance of $15.3 million as of March 31, 2026, compared to $20.1 million as of December 31, 2025. For Q1 2026, Lifezone reported an income before tax of $2.4 million compared to $7.3 million in Q1 2025. On April 23, 2026, Lifezone closed a $25 million registered direct offering and issued 5.7 million ordinary shares at $4.40 per share. More on Lifezone Metals Lifezone Metals Limited 2025 Q4 - Results - Earnings Call Presentation Lifezone Metals Limited (LZM) Q4 2025 Earnings Call Transcript Lifezone Metals Limited (LZM) Presents at Mining Indaba 2026 - Slideshow Lifezone Metals raises $25M via share sale at $4.40 Lifezone Metals Limited prices $25M share sale