Oddity Tech (ODD) delivered earnings and revenue surprises of -363.22% and +5.48%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Oddity Tech (ODD) delivered earnings and revenue surprises of -363.22% and +5.48%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Array Digital Infrastructure ( AD ) declares $11.00/share special dividend . Payable June 25; for shareholders of record June 11; ex-div June 11. See AD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Array Digital Infrastructure Array Digital Infrastructure, Inc. (AD) Shareholder/Analyst Call - Slideshow Array Digital Infrastructure, Inc. (AD) Shareholder/Analyst Call Prepared Remarks...
Array Digital Infrastructure ( AD ) declares $11.00/share special dividend . Payable June 25; for shareholders of record June 11; ex-div June 11. See AD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Array Digital Infrastructure Array Digital Infrastructure, Inc. (AD) Shareholder/Analyst Call - Slideshow Array Digital Infrastructure, Inc. (AD) Shareholder/Analyst Call Prepared Remarks Transcript Array Digital Infrastructure: Strong Assets, But The Easy Upside Has Played Out Array Digital jumps after Telephone and Data Systems takeover offer, results Array Digital Infrastructure misses top-line and bottom-line estimates; updates FY26 outlook
JHVEPhoto/iStock Editorial via Getty Images An Asset Manager Who Outperformed My Bullish Outlook I always like to call out any of my outperforming buy ratings on this site, so today's article discusses Invesco ( IVZ ), whose shares are up a stunning +129% since my buy rating in April 2025, confirming my bullish thesis and showing strong market momentum for this stock. This Atlanta-based asset mana...
JHVEPhoto/iStock Editorial via Getty Images An Asset Manager Who Outperformed My Bullish Outlook I always like to call out any of my outperforming buy ratings on this site, so today's article discusses Invesco ( IVZ ), whose shares are up a stunning +129% since my buy rating in April 2025, confirming my bullish thesis and showing strong market momentum for this stock. This Atlanta-based asset manager serves clients across retail and institutional, and my own experience is that I've been investing lightly in a mortgage REIT affiliated with this financial brand, Invesco Mortgage Capital ( IVR ), so this brand touches a lot of different realms, including real estate. Although it had a very slight earnings miss when it reported Q1 earnings in late April among the many financial firms reporting that month, it has beaten a few recent earnings estimates and has remained on my watchlist. What I liked about it a year ago was that it seemed undervalued and had new client inflows, so today's follow-up will take a look at Q1 results and any new data. Reaffirming the Buy Rating Despite the stock price appreciating over 100% since my last bullish rating, I continue to call it a buy, and supporting this thesis today are several factors, including favorable market mechanics and net client inflows, a margin recovery story, investment-grade credit ratings, modest valuation combined with favorable upside, and market patterns indicating continued bullishness. Invesco - rating worksheet (author) The Growth Case Driven By Recovery and Bullish Markets In this first topic focusing on top-line growth, I gave the stock a strong buy after considering positive net inflows, the revenue recovery trend, and positive equity market forecasts. For starters, what I think could help this niche of asset managers could be rising equity markets since that can boost values of fee-based AUM but also could boost investor confidence, and higher investing volume/confidence is better for this industry than hav...
Two stories were moving markets on Tuesday—Google parent Alphabet unveiled a plan to issue $80 billion of equity, and Nvidia CEO Jensen Huang said Marvell Technology could top a $1 trillion valuation. Both events were giving Broadcom stock a boost. Alphabet’s plan to raise tens of billions of dollars to help pay for its AI infrastructure drew a mixed response from the market, but bodes well for Br...
Two stories were moving markets on Tuesday—Google parent Alphabet unveiled a plan to issue $80 billion of equity, and Nvidia CEO Jensen Huang said Marvell Technology could top a $1 trillion valuation. Both events were giving Broadcom stock a boost. Alphabet’s plan to raise tens of billions of dollars to help pay for its AI infrastructure drew a mixed response from the market, but bodes well for Broadcom.
RobsonPL/iStock Editorial via Getty Images About eight months ago, I recommended holding Capri Holdings ( CPRI ) for its anticipated business recovery and its cheap valuation. Since that article, business prospects have significantly improved, as evidenced by material upward revisions of analysts and the strong guidance that management recently issued. Unfortunately, the stock has underperformed t...
RobsonPL/iStock Editorial via Getty Images About eight months ago, I recommended holding Capri Holdings ( CPRI ) for its anticipated business recovery and its cheap valuation. Since that article, business prospects have significantly improved, as evidenced by material upward revisions of analysts and the strong guidance that management recently issued. Unfortunately, the stock has underperformed the broad market by a wide margin since the article, as it has declined 8%, whereas the S&P 500 has rallied 14%. The underperformance has partly resulted from the surge of the earnings of major tech stocks, which is the primary driver of the rally of the S&P 500. Capri has underperformed the S&P 500 in almost any time horizon one can examine. The stock has dramatically underperformed the benchmark over the last 10 years (-63% vs. +261%), over the last 5 years (-67% vs. +81%), and over the last 12 months (+6% vs. +28%). It is thus natural for investors to hesitate to invest in the stock. On the other hand, management just issued strong guidance while the stock appears cheaply valued right now (more on these below). Therefore, the big question is whether investors should invest in the ongoing turnaround of the company. Business overview Capri has been on a roller coaster in recent years. It incurred losses in 2020-2021 due to the coronavirus crisis; it enjoyed a strong recovery in the following two years thanks to pent-up demand, but it has been severely hurt by high inflation since then, as consumers have become much more price-conscious due to this headwind in their purchasing power. Capri resorted to massive discounts to become more appealing to consumers, but this strategy took its toll on the bottom line of the company. As a result, the luxury fashion group is currently trying to return to a full-priced business model by reinvigorating the luster of its brands. Capri reported its results for the fourth quarter of fiscal 2026 last week. The report was lackluster on the sur...
EschCollection/DigitalVision via Getty Images Introduction In my view, TFS Financial Corporation looks expensive due to its weak profitability, and the dividend yield is fully priced in. TFS Financial Corporation ( TFSL ) operates as a holding company, managing Third Federal Savings and Loan Association of Cleveland, whose business model is strictly focused on residential real estate mortgages, le...
EschCollection/DigitalVision via Getty Images Introduction In my view, TFS Financial Corporation looks expensive due to its weak profitability, and the dividend yield is fully priced in. TFS Financial Corporation ( TFSL ) operates as a holding company, managing Third Federal Savings and Loan Association of Cleveland, whose business model is strictly focused on residential real estate mortgages, lending, and retail banking. Currently, the company‘s structure remains unique due to the mutual holding company model, in which the parent company owns 81% of the shares and systematically refuses dividends, thereby allowing the public shareholders to receive larger payouts. The current P/E ratio is reaching around 48.45x, which is well above the banking sector‘s average, showing that the market values the stock not as profit growth but as a tool for generating income. The company‘s P/B ratio has reached 2.3x, which also suggests a historically high valuation, especially when the ROE is reaching just 4.8%. Net interest margin in Q2 was at 1.84%, which shows a small improvement due to Smart Rate, variable interest loan recalculation, though overall profitability remains limited. The company‘s assets are reaching $17.48 billion, and the loan portfolio is $15.74 billion, though minimal portfolio growth confirms the stagnant expansion strategy. Even though the 7.10% dividend yield, based on the $1.13 annual payout, remains attractive, such a high P/E ratio and the MHC structure‘s limited liquidity of shares show that the dividend stability is fully priced in, leaving a small safety margin for possible credit market shocks. Business overview The company maintains a specific mutual holding company structure, in which Third Federal Savings and Loan Association of Cleveland manages around 81% of the total shares. This structure directly limits the influence of minority shareholders and determines the dividend payout policy, because MHC regularly refuses its dividend rights, thereby ...