Stocks surged Wednesdayon the back of a ceasefire agreement between the U.S. and Iran, and Fundstrat's Tom Lee says a rebound to record highs could be in the cards. "I think the bottom's in because last week was a period where the war was getting worse and oil was going up, but stocks weren't going down," Lee, head of research at Fundstrat Global Advisors, said on CNBC's " Closing Bell ." "Today n...
Stocks surged Wednesdayon the back of a ceasefire agreement between the U.S. and Iran, and Fundstrat's Tom Lee says a rebound to record highs could be in the cards. "I think the bottom's in because last week was a period where the war was getting worse and oil was going up, but stocks weren't going down," Lee, head of research at Fundstrat Global Advisors, said on CNBC's " Closing Bell ." "Today now we have the rate of change, that the war is de-escalating," he added, noting that stocks are "in the process" of returning to their all-time highs. Lee is calling for the S & P 500 to hit 7,300 by the end of the year, suggesting a jump of 7.6%. The major averages ended Wednesday with sharp gains after the ceasefire deal between Washington and Tehran pushed oil prices lower. The 30-stock Dow Industrials jumped more than 1,300 points for their best day since April 2025 — back when President Donald Trump dialed back some of his steepest tariffs. West Texas Intermediate crude futures cratered more than 16%, posting the biggest drop since April 2020. Lee expects several sectors to lead the market rally to new highs, including the "Magnificent Seven." That cohort includes Apple , Alphabet , Amazon , Nvidia , Meta Platforms , Microsoft and Tesla . The researcher also pointed to software stocks alongside the energy and financials sectors as top performers. "That's the group that's leading us up," he said. Lee also said he is watching crypto — specifically Ethereum — which he called "the number one performing asset class" since the start of the war. Even as oil prices are sharply higher than they were before the war, Lee remains optimistic. "The negative correlation to oil was the highest in almost a decade for the Mag 7, Ethereum and software," he said. "So I think that as oil flattens or cools or the curve flattens, those names are going to get a bid, and they've gotten already cheap." The CNBC Mag 7 Index and the State Street Financial Select Sector SPDR ETF (XLF) both closed ...
ImmuCell ( ICCC ) reported $10.4M in Q1 2026 sales, up +28.4% YoY from $8.1M, showing strong overall growth. This growth was mainly driven by domestic sales of $9.7M (+35.7%), while international sales fell to $0.6M (-30.2%). Product-wise, Tri-Shield led with $7.9M (+38.5%), supported by seasonal demand from the cow-calf segment. In contrast, Dual Force & Other sales rose to $2.5M (+4.4%). To supp...
ImmuCell ( ICCC ) reported $10.4M in Q1 2026 sales, up +28.4% YoY from $8.1M, showing strong overall growth. This growth was mainly driven by domestic sales of $9.7M (+35.7%), while international sales fell to $0.6M (-30.2%). Product-wise, Tri-Shield led with $7.9M (+38.5%), supported by seasonal demand from the cow-calf segment. In contrast, Dual Force & Other sales rose to $2.5M (+4.4%). To support Q2–Q3 2026 growth, the company strengthened its team with a new international leader and two domestic field sales managers. ImmuCell ( ICCC ) stock traded up to $6.70 in after-hours trading, gaining 5.02%. Source: Press Release More on ImmuCell ImmuCell Corporation (ICCC) Q4 2025 Earnings Call Transcript ImmuCell Corporation (ICCC) Q4 2025 Sales/Trading Call Transcript Maine governor backs millionaire tax as Senate primary tightens ImmuCell outlines plan to boost First Defense capacity to 5–6M units while strengthening U.S. market share Financial information for ImmuCell
monticelllo Constellation Brands’ ( STZ ) reported solid fourth-quarter results , beating on both the top- and bottom-line as net sales and comparable earnings fell less than anticipated. But shares were under modest pressure in Wednesday’s after-hours trading as the parent company of Corona and Robert Mondavi winery set fiscal FY27 guidance below Wall Street’s expectations in respect of continued...
monticelllo Constellation Brands’ ( STZ ) reported solid fourth-quarter results , beating on both the top- and bottom-line as net sales and comparable earnings fell less than anticipated. But shares were under modest pressure in Wednesday’s after-hours trading as the parent company of Corona and Robert Mondavi winery set fiscal FY27 guidance below Wall Street’s expectations in respect of continued sluggish demand for beer, wine, and spirits. For the fiscal fourth quarter, Constellation Brands ( STZ ) earned a profit of $1.90 per share, down 28% from the same quarter last year but $0.19 better than expectations. Adjusted EBIT was down 24% year-over-year to $501M. Comparable sales were down 11% to $1.92B but exceeded expectations by $40M. By category, beer sales eroded 1% in the company’s fiscal fourth quarter as a 1.1% increase in shipments and favorable pricing were partially offset by unfavorable mix. Depletions were up 0.6% as declines in Modelo Especial and Corona Extra were more than offset by growth in Pacifico, Victoria, and the Modelo Chelada brands. In wine and spirits, net sales were down 58%, driven by a 72.9% decline in shipment volumes reflecting the impact of the wine & spirits divestitures, changes in distributor contractual obligations, and strategic pricing actions taken on certain brands. Looking ahead to 2027, the company cautioned that while there was momentum in the fourth quarter, the operating environment will “remain dynamic given the evolving socioeconomic backdrop and limited near-term visibility.” As a result, Constellation Brands ( STZ ) is updating its FY27 outlook to reflect this environment and withdrew previously issued FY28 guidance. The company expects earnings to be between $11.20 and $11.90 per share versus $12.36 estimates. The company based its outlook on expectations for organic net sales to range from down 1% to up 1%, with beer, wine, and spirits sales expected to fall within the same range. Free cash flow is seen between $1.6...
In this article STZ Follow your favorite stocks CREATE FREE ACCOUNT Modelo beer is displayed on a shelf at a Safeway store on Oct. 6, 2025 in San Anselmo, California. Justin Sullivan | Getty Images Modelo maker Constellation Brands withdrew its previously issued fiscal 2028 outlook on Wednesday and reported slightly weaker demand as consumers navigate a rapidly evolving macroenvironment. The compa...
In this article STZ Follow your favorite stocks CREATE FREE ACCOUNT Modelo beer is displayed on a shelf at a Safeway store on Oct. 6, 2025 in San Anselmo, California. Justin Sullivan | Getty Images Modelo maker Constellation Brands withdrew its previously issued fiscal 2028 outlook on Wednesday and reported slightly weaker demand as consumers navigate a rapidly evolving macroenvironment. The company said it was encouraged by the momentum in the fourth quarter across its beer and wine and spirits businesses, but the larger environment indicates lingering uncertainty. Constellation Brands also previously appointed Nicholas Fink as its new CEO, effective April 13. "We expect the operating environment to remain dynamic given the evolving socioeconomic backdrop and limited near-term visibility," the company said in a statement. Shares of Constellation Brands were down slightly in extended trading. Still, the company beat Wall Street expectations for its fourth quarter and full fiscal-year results. Here's how the company performed in the fourth quarter, compared with what Wall Street was expecting based on a survey of analysts by LSEG: Earnings per share: $1.90 per share adjusted vs. $1.72 per share expected Revenue: $1.92 billion vs. $1.88 billion expected For the fourth quarter, the company reported net income of $224.7 million, up from a loss of $370.6 million a year prior. The company said its beer business continues to be one of its biggest sources of growth, though its overall net sales for fiscal 2026 decreased by 3%. For fiscal 2027, the company said it expects adjusted EPS of between $11.20 and $11.90 compared with estimates of $12.36 per share. Constellation Brands said that spending behavior across alcohol categories became more "deliberate" because of broader economic uncertainty, with overall demand across its categories remaining "subdued" for most of the year. "Despite the dynamic operating environment in fiscal 2026, we remained focused on the factors with...
jetcityimage/iStock Editorial via Getty Images Intro I recently did an analysis of First Solar ( FSLR ), which I came across while looking for potential beneficiaries of the current high energy prices. Although my analysis found First Solar to be an impressive, fully American solar‑module producer and an attractive investment, it still isn’t the outright winner in this high‑price setup. The reason...
jetcityimage/iStock Editorial via Getty Images Intro I recently did an analysis of First Solar ( FSLR ), which I came across while looking for potential beneficiaries of the current high energy prices. Although my analysis found First Solar to be an impressive, fully American solar‑module producer and an attractive investment, it still isn’t the outright winner in this high‑price setup. The reasoning behind this conclusion is that U.S. natural‑gas prices haven’t risen in line with global prices due to the U.S.’s limited gas export capacity. Since natural gas is the most important source of electricity generation in the U.S., and First Solar sells utility‑scale modules to utilities, it follows naturally that there is no additional demand boost coming from higher electricity‑production costs at the moment. As I kept exploring the so-called alternative‑energy space more broadly, I noticed Rivian on my coverage list. Since I haven’t updated it since rating it a Hold back in November last year — a good call, as the stock is trading at nearly the same level, around $15— it felt like a appropriate time to revisit it, especially to see how it could shine as a strong alternative to ICE (internal combustion engine) vehicles in the current volatile environment. In my view, relatively stable electricity prices — supported by muted natural‑gas prices and contrasted with the sharp jump at gas stations — could create a favorable setup for electric vehicles to attract increased attention. Jumping ahead a bit, I found a Rivian Automotive, Inc. ( RIVN ) case similar to First Solar — the technology story at play here is far more compelling than any potential (short term?) benefit from the spike in oil prices. Rivian increasingly looks like an emerging, attractive technology‑platform play rather than just an EV maker. Rivian's Uniqueness If we set Tesla ( TSLA ) aside — which I think operates in a different league with a scale that isn’t really comparable yet — there really aren’t many...