Frequency Electronics ( FEIM ) said on Wednesday it received approximately $16M in new U.S. government contracts for oscillators and timing systems supporting both space and non-space programs. The company said one of the awards marks its expansion into the growing field of space defense, leveraging its expertise in secure terrestrial communications for space-based applications. Frequency Electron...
Frequency Electronics ( FEIM ) said on Wednesday it received approximately $16M in new U.S. government contracts for oscillators and timing systems supporting both space and non-space programs. The company said one of the awards marks its expansion into the growing field of space defense, leveraging its expertise in secure terrestrial communications for space-based applications. Frequency Electronics also said its backlog exceeded $100M for the first time as of April 30, 2026, the end of its fiscal year. The company expects to provide additional details during its fourth-quarter earnings call this summer. More on Frequency Electronics Frequency Electronics: The Rerating May Still Be Early Frequency Electronics: Soft 2026 Results, But The Backlog Tells A Different Story Frequency Electronics, Inc. (FEIM) Q3 2026 Earnings Call Transcript Frequency Electronics targets $150M revenue by FY29 as backlog surges Merion Road Capital adds HON and FEIM
Donald Trump has threatened to “blow up” Oman if it fails to “behave” in a casual aside during a cabinet meeting, as the US scrambles to reopen the strait of Hormuz. The US president made the threat after reports of talks between Iran and Oman about jointly charging a toll for ships passing through the crucial waterway, which has been all but closed since the start of the US-Israel war on Iran. “T...
Donald Trump has threatened to “blow up” Oman if it fails to “behave” in a casual aside during a cabinet meeting, as the US scrambles to reopen the strait of Hormuz. The US president made the threat after reports of talks between Iran and Oman about jointly charging a toll for ships passing through the crucial waterway, which has been all but closed since the start of the US-Israel war on Iran. “The strait is going to be open to everybody,” Trump declared on Tuesday. “Nobody’s going to control it. We’re going to watch over it. We’ll watch over it. But nobody’s going to control it. That’s part of the negotiation that we have.” The strait – which typically carries about a fifth of the world’s oil supplies – has been blockaded by Iran since late February, triggering a global energy crisis and raising fears for the world economy. Tehran wants to persuade Oman, a US ally, to support a mechanism to collect tolls from vessels transiting through the strait, the Associated Press has reported in recent days, citing a regional official. “They would like to control it,” said Trump, who stressed the strait is part of international waters. In an extraordinary threat, he added: “Oman will behave just like everybody else. Or else we’ll have to blow them up. They understand that. They’ll be fine.” Trump’s efforts in recent weeks to strike a peace deal with Iran have so far failed to bear fruit. During Wednesday’s meeting, he accused Iran of trying to stall the agreement and “outwait me” until November’s midterm elections in the US. When Trump signaled he was on the verge of a deal at the weekend, Republican hawks who had strongly backed his controversial decision to order war on Iran alongside Israel issued a rare rebuke. Roger Wicker, who chairs the Senate armed services committee, said the “rumored 60-day ceasefire” would be a “disaster” in a post on social media. “Everything accomplished by Operation Epic Fury would be for naught,” he added.
Image source: The Motley Fool. Thursday, May 14, 2026 at 5 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Wook Kim Chief Financial Officer — Thomas Croal TAKEAWAYS Total Revenue -- $49.7 million, down $4.9 million from $54.6 million in the comparable prior period, reflecting lower customer traffic from immigration enforcement pressure and higher fuel prices. -- $49.7 million, dow...
Image source: The Motley Fool. Thursday, May 14, 2026 at 5 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Wook Kim Chief Financial Officer — Thomas Croal TAKEAWAYS Total Revenue -- $49.7 million, down $4.9 million from $54.6 million in the comparable prior period, reflecting lower customer traffic from immigration enforcement pressure and higher fuel prices. -- $49.7 million, down $4.9 million from $54.6 million in the comparable prior period, reflecting lower customer traffic from immigration enforcement pressure and higher fuel prices. Same-Store Sales -- Decreased by 11.6% in the quarter due to customer contraction affected by immigration enforcement and decreased discretionary spending. -- Decreased by 11.6% in the quarter due to customer contraction affected by immigration enforcement and decreased discretionary spending. Full-Year Revenue -- $212.5 million, a 2% increase from $208.4 million, with $14 million added from new restaurant openings, offset by a $10 million decrease from same-store sales decline. -- $212.5 million, a 2% increase from $208.4 million, with $14 million added from new restaurant openings, offset by a $10 million decrease from same-store sales decline. Cost of Goods Sold Ratio -- Rose to 36.9% of company restaurant sales in the quarter, up 285 basis points, mainly from inflationary pressures and the mix impact of newer and premium menu items. -- Rose to 36.9% of company restaurant sales in the quarter, up 285 basis points, mainly from inflationary pressures and the mix impact of newer and premium menu items. Payroll and Benefits Ratio -- Increased by 97 basis points to 31.8% of company restaurant sales this quarter, while remaining flat for the full year. -- Increased by 97 basis points to 31.8% of company restaurant sales this quarter, while remaining flat for the full year. Occupancy Expenses Ratio -- Grew by 253 basis points to 11.2% of company restaurant sales, attributed to higher rent at new locations and decreased...
Granite ( NYSE: GVA ) said on Wednesday it had been awarded a road construction and widening project in Orange County, Florida, valued at about $41 million. The project includes construction of a new alignment for All American Boulevard and widening work along Kennedy Boulevard, the company said. Granite said the contract would be included in its second-quarter 2026 committed and awarded projects....
Granite ( NYSE: GVA ) said on Wednesday it had been awarded a road construction and widening project in Orange County, Florida, valued at about $41 million. The project includes construction of a new alignment for All American Boulevard and widening work along Kennedy Boulevard, the company said. Granite said the contract would be included in its second-quarter 2026 committed and awarded projects. Construction is expected to begin in June 2026 and be completed in January 2029, the company added. Source: Press Release More on Granite Construction Granite Construction's Outperformance Should Continue Granite Construction prices $600M senior notes offering Granite Construction announces private offering of $600M of senior notes due 2034
Noah Holdings press release ( NOAH ): Q1 Non-GAAP EPADS of $0.28. Revenue of $90.7M (+1.8% Y/Y). More on Noah Holdings Noah Holdings: A Deep Value Stock With Significant Upside Noah Holdings: The Market Is Overpricing Risks Noah Holdings Limited (NOAH) Q4 2025 Earnings Call Transcript Quant snapshot: AAR, Noah Holdings lead strong buys as Blaize, Fractyl Health lag Small-cap financial stocks ranke...
Noah Holdings press release ( NOAH ): Q1 Non-GAAP EPADS of $0.28. Revenue of $90.7M (+1.8% Y/Y). More on Noah Holdings Noah Holdings: A Deep Value Stock With Significant Upside Noah Holdings: The Market Is Overpricing Risks Noah Holdings Limited (NOAH) Q4 2025 Earnings Call Transcript Quant snapshot: AAR, Noah Holdings lead strong buys as Blaize, Fractyl Health lag Small-cap financial stocks ranked by quant ratings after earnings season
Arq ( ARQ ) appointed Shimon Steinmetz as executive vice president and chief financial officer. Steinmetz previously served in CFO roles at Finjan Holdings and Vesta. Arq will grant Steinmetz inducement equity awards totaling 250,000 restricted stock awards and 150,000 performance share units. More on Arq Arq, Inc. (ARQ) Q1 2026 Earnings Call Transcript Arq, Inc. 2026 Q1 - Results - Earnings Call ...
Arq ( ARQ ) appointed Shimon Steinmetz as executive vice president and chief financial officer. Steinmetz previously served in CFO roles at Finjan Holdings and Vesta. Arq will grant Steinmetz inducement equity awards totaling 250,000 restricted stock awards and 150,000 performance share units. More on Arq Arq, Inc. (ARQ) Q1 2026 Earnings Call Transcript Arq, Inc. 2026 Q1 - Results - Earnings Call Presentation Arq, Inc. (ARQ) Discusses Activated Carbon Solutions for Environmental Remediation and Market Expansion Transcript Russell 3000 shuffle: GFL slated to join among utilities stocks Arq reiterates 2026 outlook of $120M-$125M revenue and $17M-$20M adjusted EBITDA as GAC optimization targets Q3 update
koto_feja/iStock via Getty Images Trinity Capital Inc. ( TRIN ) has bucked the broader trend of compressing premiums to net asset value ("NAV") and falling stock prices for BDCs since the start of the year, with the venture-focused lender up roughly 15% on a price return basis year to date. TRIN reported a fiscal 2026 first-quarter NAV of $13.27 per share , a dip of $0.15 per share sequentially, b...
koto_feja/iStock via Getty Images Trinity Capital Inc. ( TRIN ) has bucked the broader trend of compressing premiums to net asset value ("NAV") and falling stock prices for BDCs since the start of the year, with the venture-focused lender up roughly 15% on a price return basis year to date. TRIN reported a fiscal 2026 first-quarter NAV of $13.27 per share , a dip of $0.15 per share sequentially, but up from $13.05 per share in the year-ago quarter. The first quarter saw most BDCs report a NAV dip on the back of tighter dividend coverage ratios and unrealized losses on equity investments. TRIN last declared a monthly cash dividend of $0.17 per share , kept unchanged from the prior distribution, and $2.04 per share annualized for a 12.36% dividend yield. NII came in at $0.53 per share , beating consensus by 2 cents and up on both a sequential and year-over-year basis by $0.01 per share. It means TRIN is covering its dividend by 104%, an expansion from 102% when I last covered the ticker with a Buy rating. Trinity Capital Fiscal 2026 First Quarter Presentation YCharts This growth in coverage further secures the safety of the monthly distributions and, in my opinion, looks set to expand through 2026 on the back of a Fed funds rate set to stay frozen at their current range of 3.50% to 3.75% due to renewed inflationary pressure from the prolonged closure of the Strait of Hormuz. Core U.S. CPI in April came in hot month-on-month at 0.4% , up from the 0.2% increase in March and exceeding consensus for a 0.3% rise. In play for the bulls is TRIN's continued positive origination cadence that helped swell its investment portfolio to $2.48 billion as of the end of the first quarter. This was up 38.5% over its year-ago comp. Bears would be right to highlight a dichotomy between nearly 40% investment portfolio growth vs. around 2% growth in NII per share over the same period. TRIN has been issuing shares accretively, with the commons currently swapping hands at a 24% premium to NA...
Jakub Mensik claimed it was “insane” for players to compete in such hot conditions at Roland Garros and after collapsing on court due to cramps and being escorted back to the locker room in a wheelchair at the end of his dramatic 6-3, 2-6, 6-4, 1-6, 7-6 (11) second-round win over Mariano Navone. “It’s insane to play in this weather and especially in front of the sun,” Mensik said. “To be there for...
Jakub Mensik claimed it was “insane” for players to compete in such hot conditions at Roland Garros and after collapsing on court due to cramps and being escorted back to the locker room in a wheelchair at the end of his dramatic 6-3, 2-6, 6-4, 1-6, 7-6 (11) second-round win over Mariano Navone. “It’s insane to play in this weather and especially in front of the sun,” Mensik said. “To be there for more than four and a half hours, that’s just insane, and even with the breaks you don’t have that much time, the ballboy cannot bring you a towel during the changeover. You have just one minute, which obviously before, when you sit, it’s already just 30 seconds. So there is not that much time to cool yourself down.” Mensik, the 26th seed and one of the most talented young players on the tour, appeared to be well on his way to a comfortable victory on Wednesday as he established a 2-1 lead in sets over the durable Argentinian Navone, but his condition rapidly deteriorated in the fourth set. As the 32C heat sapped his energy, Mensik said he began to feel sick on the court, meaning he could no longer take in electrolytes and water, and his body began to falter. Afterwards, Mensik said he should have been allowed more time to collect himself between points: “Here it’s super-strict which I totally respect, but obviously in this heat and in these conditions it’s insane. The rules are rules, of course, but normally when a spectator will watch, he will be like: ‘OK, give him mercy, five more seconds, 10 more seconds,’ which obviously I didn’t have. I [received a warning and] lost my first serve because of that.” At the end of a dramatic, extended fifth-set tie-break, Mensik struck a forehand winner to win the match before collapsing on the court. The Czech had to be helped up by medical staff after appearing to suffer from full-body cramps. After leaving the court walking by himself, he was put into a medical wheelchair and escorted back to the locker room. Mensik said he had alre...
Shares of AppLovin (APP +10.35%) rallied 10.4% on the day. AppLovin didn't report any financial news today, as its first-quarter earnings report came on May 11. However, one Wall Street analyst gave the stock a thumbs-up on Wednesday, noting that AppLovin's growth potential may still be underestimated. Expand NASDAQ : APP AppLovin Today's Change ( 10.35 %) $ 53.22 Current Price $ 567.46 Key Data P...
Shares of AppLovin (APP +10.35%) rallied 10.4% on the day. AppLovin didn't report any financial news today, as its first-quarter earnings report came on May 11. However, one Wall Street analyst gave the stock a thumbs-up on Wednesday, noting that AppLovin's growth potential may still be underestimated. Expand NASDAQ : APP AppLovin Today's Change ( 10.35 %) $ 53.22 Current Price $ 567.46 Key Data Points Market Cap $173B Day's Range $ 514.13 - $ 580.84 52wk Range $ 320.00 - $ 745.61 Volume 337.2K Avg Vol 4.7M Gross Margin 87.47 % Morgan Stanley thinks AppLovin can outgrow estimates In an analyst note today, Morgan Stanley analyst Matthew Cost kept an Overweight rating and a $720 price target on the stock. That compares with a $514 stock price at the start of the day. Cost believes Applovin can continue to outgrow analysts' and skeptics' expectations, noting that while AppLovin's growth runway is "mature" in a certain sense, there is still room for more growth over the next few years than people think. Cost points out that skeptics cite AppLovin's average 60% growth rate between 2023 and 2025, which far outpaced mobile game spending of 5%. Moreover, skeptics point out that AppLovin's ad load -- or the number of ads it shows -- already looks "full," at roughly 20 per hour. However, Cost also notes that roughly 99% of AppLovin's ads don't convert into purchases. There, Cost sees opportunity for AppLovin to flex its data advantages over the next few years, improving on that figure. Cost estimates that if AppLovin can just improve conversion by 20 basis points per year, it could beat 2030 consensus estimates by a whopping 50%. AppLovin is a controversial growth stock AppLovin survived numerous short-seller attacks over the past two years and hit an all-time high at the end of 2025. However, this digital ad technology stock is currently well off those highs following this year's "SaaS-pocalypse," in which software stocks have sold off amid AI disruption fears. To be fair, t...
Court Hands Democrats An Ugly Loss In Florida Redistricting Fight A Florida judge handed Democrats a significant setback Tuesday, ruling that Gov. Ron DeSantis’s redrawn congressional map can remain in place while three state lawsuits work their way through the courts. Leon County Circuit Judge Joshua Hawkes, a DeSantis appointee, denied a request for a preliminary injunction, keeping the Republic...
Court Hands Democrats An Ugly Loss In Florida Redistricting Fight A Florida judge handed Democrats a significant setback Tuesday, ruling that Gov. Ron DeSantis’s redrawn congressional map can remain in place while three state lawsuits work their way through the courts. Leon County Circuit Judge Joshua Hawkes, a DeSantis appointee, denied a request for a preliminary injunction, keeping the Republican-friendly plan intact as Florida's 2026 election machinery shifts into gear. The ruling falls in the middle of the ongoing redistricting war sparked by Texas’s redistricting last year. California responded with its own new maps, but overall, Republicans have seen a net gain of seats from states that have successfully redrawn their maps. Virginia’s pro-Democrat gerrymander got smacked down by the state Supreme Court for ignoring the very process mandated by the state constitution. Louisiana is now expected to turn one of its two black Democrat-held seats into a Republican pickup, and, earlier this month, Tennessee wiped out its last Democrat-controlled black-majority district. Hawkes found that plaintiffs had not demonstrated a substantial likelihood of success on the merits, a threshold required to block the map before trial. In his written opinion, Hawkes characterized mapmaker Jason Poreda's use of partisan data as circumstantial evidence of intent, not the direct proof required under the law. He also noted that forcing Florida back to its 2022 map on a rushed record would be improper, particularly with primaries less than three months away and election officials already deep into preparation. DeSantis says the significant shift in voter registration in recent years is proof that the update was necessary to better reflect the state. "Florida got shortchanged in the 2020 Census, and we’ve been fighting for fair representation ever since," DeSantis explained to Fox News Digital last month. "Our population has since grown dramatically, and we have moved from a Democrat maj...
(RTTNews) - Marvell Technology, Inc. (MRVL) announced earnings for first quarter that Drops, from last year The company's bottom line totaled $34.5 million, or $0.04 per share. This compares with $177.9 million, or $0.20 per share, last year. Excluding items, Marvell Technology, Inc. reported adjusted earnings of $718.0 million or $0.80 per share for the period. The company's revenue for the perio...
(RTTNews) - Marvell Technology, Inc. (MRVL) announced earnings for first quarter that Drops, from last year The company's bottom line totaled $34.5 million, or $0.04 per share. This compares with $177.9 million, or $0.20 per share, last year. Excluding items, Marvell Technology, Inc. reported adjusted earnings of $718.0 million or $0.80 per share for the period. The company's revenue for the period rose 27.5% to $2.41 billion from $1.89 billion last year. Marvell Technology, Inc. earnings at a glance (GAAP) : -Earnings: $34.5 Mln. vs. $177.9 Mln. last year. -EPS: $0.04 vs. $0.20 last year. -Revenue: $2.41 Bln vs. $1.89 Bln last year. -Guidance: Next quarter EPS guidance: $ 0.93 To $ 0.98 Next quarter revenue guidance: $ 2.700 B The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Gargolas/iStock via Getty Images MYR Group ( MYRG ) said Wednesday it agreed to acquire Valley Holdings and its subsidiaries, including Valley Electric and Comet Electric, for ~$328M. Washington-based Valley Electric is one of the largest full-service electrical contractors in the western U.S. , serving commercial, industrial, transportation/heavy civil, and marine markets, and California-based Co...
Gargolas/iStock via Getty Images MYR Group ( MYRG ) said Wednesday it agreed to acquire Valley Holdings and its subsidiaries, including Valley Electric and Comet Electric, for ~$328M. Washington-based Valley Electric is one of the largest full-service electrical contractors in the western U.S. , serving commercial, industrial, transportation/heavy civil, and marine markets, and California-based Comet Electric is a premier commercial and industrial contractor operating in Southern California . The combined average annual revenues of Valley Electric and Comet Electric exceeded $400M over the last two years. " The addition of Valley Electric and Comet Electric to MYR Group is expected to continue to strengthen our Commercial & Industrial segment service offerings and geographic reach, while expanding our market position as we continue to provide additional services to both new and existing customers," MYR Group ( MYRG ) President and CEO Rick Swartz said. More on MYR Group MYR Group: Hidden Backlog Arbitrage And The Impending Labor Trap MYR Group: Wait For Some Retracement To Participate In This Electrical Contracting Story MYR Group Q1 2026 Earnings Call Transcript
tigerstrawberry Amazon ( AMZN ) launched a GenAI Creators Fund as it explores new ways to use AI to produce content. The GenAI Creators Fund was created by Amazon MGM Studios and Amazon Web Services to financially support filmmakers, digital creators, and startups that use generative AI in their production pipelines, with the goal of delivering high-quality cinematic entertainment. Participants ge...
tigerstrawberry Amazon ( AMZN ) launched a GenAI Creators Fund as it explores new ways to use AI to produce content. The GenAI Creators Fund was created by Amazon MGM Studios and Amazon Web Services to financially support filmmakers, digital creators, and startups that use generative AI in their production pipelines, with the goal of delivering high-quality cinematic entertainment. Participants get access to Amazon's ( AMZN ) AI infrastructure and tools. Projects supported by the fund will use Project Nara, an AWS-based platform that combines third-party generative models such as Kling with a proprietary AI tool built specifically for Amazon MGM Studios. The workflow is meant to integrate with established industry tools like Blender, Maya, and Adobe’s creative applications. "Creative breakthroughs happen when visionary storytellers are given access to transformative tools," stated Albert Cheng, Head of AI Studios, Amazon MGM Studios. "The GenAI Creators Fund and Project Nara position human creativity at the center of our efforts to integrate generative AI into our production processes at Amazon MGM Studios," he added. The e-commerce and media giant has ordered three new animated series for Prime Video that will be made using its in-house generative AI production tools. At Amazon's ( AMZN ) "AI on the Lot" event in Culver City, it unveiled the three projects it was backing, which included Punky Duck from Jorge Gutiérrez, Love, Diana Music Hunters starring YouTube child influencer Diana, and Cupcake & Friends from BuzzFeed Studio. Looking ahead, Amazon ( AMZN ) plans to announce additional digital creator partnerships from the GenAI Creators Fund in a signal that it sees AI-native production as a scalable content strategy rather than a one-off experiment. More on Amazon Amazon: You Might Not Find A Better Chance To Double Down Now (Rating Upgrade) Amazon: The 20% Rally Is Just The Beginning Amazon: Why The Investment Case Is All About Margins AWS' margins leave compet...
tigerstrawberry Amazon ( AMZN ) launched a GenAI Creators Fund as it explores new ways to use AI to produce content. The GenAI Creators Fund was created by Amazon MGM Studios and Amazon Web Services to financially support filmmakers, digital creators, and startups that use generative AI in their production pipelines, with the goal of delivering high-quality cinematic entertainment. Participants ge...
tigerstrawberry Amazon ( AMZN ) launched a GenAI Creators Fund as it explores new ways to use AI to produce content. The GenAI Creators Fund was created by Amazon MGM Studios and Amazon Web Services to financially support filmmakers, digital creators, and startups that use generative AI in their production pipelines, with the goal of delivering high-quality cinematic entertainment. Participants get access to Amazon's ( AMZN ) AI infrastructure and tools. Projects supported by the fund will use Project Nara, an AWS-based platform that combines third-party generative models such as Kling with a proprietary AI tool built specifically for Amazon MGM Studios. The workflow is meant to integrate with established industry tools like Blender, Maya, and Adobe’s creative applications. "Creative breakthroughs happen when visionary storytellers are given access to transformative tools," stated Albert Cheng, Head of AI Studios, Amazon MGM Studios. "The GenAI Creators Fund and Project Nara position human creativity at the center of our efforts to integrate generative AI into our production processes at Amazon MGM Studios," he added. The e-commerce and media giant has ordered three new animated series for Prime Video that will be made using its in-house generative AI production tools. At Amazon's ( AMZN ) "AI on the Lot" event in Culver City, it unveiled the three projects it was backing, which included Punky Duck from Jorge Gutiérrez, Love, Diana Music Hunters starring YouTube child influencer Diana, and Cupcake & Friends from BuzzFeed Studio. Looking ahead, Amazon ( AMZN ) plans to announce additional digital creator partnerships from the GenAI Creators Fund in a signal that it sees AI-native production as a scalable content strategy rather than a one-off experiment. More on Amazon Amazon: You Might Not Find A Better Chance To Double Down Now (Rating Upgrade) Amazon: The 20% Rally Is Just The Beginning Amazon: Why The Investment Case Is All About Margins AWS' margins leave compet...
Eli Lilly LLY has officially entered Wall Street history books as the first pharmaceutical company to reach a $1 trillion market capitalization. The pharmaceutical giant’s stock has surged to new record highs of over $1,000 a share, cementing its position as one of the market’s most dominant growth stories and highlighting enormous investor enthusiasm surrounding the booming obesity drug market. C...
Eli Lilly LLY has officially entered Wall Street history books as the first pharmaceutical company to reach a $1 trillion market capitalization. The pharmaceutical giant’s stock has surged to new record highs of over $1,000 a share, cementing its position as one of the market’s most dominant growth stories and highlighting enormous investor enthusiasm surrounding the booming obesity drug market. Crossing the trillion-dollar valuation mark, Lilly has joined a short list of elite companies that includes technology leaders such as Apple AAPL), Microsoft MSFT), Nvidia NVDA), and Amazon AMZN). Zacks Investment Research Image Source: Zacks Investment Research Weight-Loss Drug Boom Fuels Massive Rally The historic rise has been largely driven by explosive demand for Lilly’s blockbuster diabetes and obesity drugs, Mounjaro and Zepbound. Both treatments have rapidly become leaders in the fast-growing GLP-1 market, which many analysts believe could eventually generate more than $150 billion annually worldwide. Lilly’s tirzepatide-based therapies have gained significant traction because they target both GLP-1 and GIP hormones, a dual-action mechanism that many experts believe delivers stronger weight-loss results than competing therapies. That advantage has helped Lilly capture market share and strengthen investor confidence in the company’s long-term growth outlook. The success of these treatments has reshaped Lilly from a traditional pharmaceutical firm into one of the market’s premier growth stocks, with earnings per share projected to top $44 next year on nearly $100 billion in annual revenue. Zacks Investment Research Image Source: Zacks Investment Research Strong Financial Results Support Bullish Outlook Lilly’s soaring valuation has been backed by exceptional financial performance. In its most recent Q1 report, the company posted revenue growth exceeding 55% year over year, fueled primarily by surging sales of Mounjaro and Zepbound. Management also raised its full-year ...
Eli Lilly LLY has officially entered Wall Street history books as the first pharmaceutical company to reach a $1 trillion market capitalization. The pharmaceutical giant’s stock has surged to new record highs of over $1,000 a share, cementing its position as one of the market’s most dominant growth stories and highlighting enormous investor enthusiasm surrounding the booming obesity drug market. C...
Eli Lilly LLY has officially entered Wall Street history books as the first pharmaceutical company to reach a $1 trillion market capitalization. The pharmaceutical giant’s stock has surged to new record highs of over $1,000 a share, cementing its position as one of the market’s most dominant growth stories and highlighting enormous investor enthusiasm surrounding the booming obesity drug market. Crossing the trillion-dollar valuation mark, Lilly has joined a short list of elite companies that includes technology leaders such as Apple AAPL), Microsoft MSFT), Nvidia NVDA), and Amazon AMZN). Image Source: Zacks Investment Research Weight-Loss Drug Boom Fuels Massive Rally The historic rise has been largely driven by explosive demand for Lilly’s blockbuster diabetes and obesity drugs, Mounjaro and Zepbound. Both treatments have rapidly become leaders in the fast-growing GLP-1 market, which many analysts believe could eventually generate more than $150 billion annually worldwide. Lilly’s tirzepatide-based therapies have gained significant traction because they target both GLP-1 and GIP hormones, a dual-action mechanism that many experts believe delivers stronger weight-loss results than competing therapies. That advantage has helped Lilly capture market share and strengthen investor confidence in the company’s long-term growth outlook. The success of these treatments has reshaped Lilly from a traditional pharmaceutical firm into one of the market’s premier growth stocks, with earnings per share projected to top $44 next year on nearly $100 billion in annual revenue. Image Source: Zacks Investment Research Strong Financial Results Support Bullish Outlook Lilly’s soaring valuation has been backed by exceptional financial performance. In its most recent Q1 report, the company posted revenue growth exceeding 55% year over year, fueled primarily by surging sales of Mounjaro and Zepbound. Management also raised its full-year guidance, signaling continued confidence in demand t...
Image source: The Motley Fool. Thursday, May 14, 2026 at 7:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Matthias Aydt Chief Financial Officer — Koti Meka Global President — Jerry Wang VP, Investor Relations & Corporate Communications — John Schilling TAKEAWAYS Revenue -- Full year was flat, reflecting the company’s early commercialization stage. -- Full year was flat, reflecting the comp...
Image source: The Motley Fool. Thursday, May 14, 2026 at 7:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Matthias Aydt Chief Financial Officer — Koti Meka Global President — Jerry Wang VP, Investor Relations & Corporate Communications — John Schilling TAKEAWAYS Revenue -- Full year was flat, reflecting the company’s early commercialization stage. -- Full year was flat, reflecting the company’s early commercialization stage. Operating Loss -- $32.3 million for the quarter and $331 million for the year, largely due to R&D, workforce expansion, and asset-related factors. -- $32.3 million for the quarter and $331 million for the year, largely due to R&D, workforce expansion, and asset-related factors. Excluding onetime items -- Operating loss was $185 million, indicating cost optimization effects. -- Operating loss was $185 million, indicating cost optimization effects. Asset impairment -- Driven by transition from FF 91 to FF 92 and retooling for FX Super One; affected assets are expected to be reused with minimal additional investment. -- Driven by transition from FF 91 to FF 92 and retooling for FX Super One; affected assets are expected to be reused with minimal additional investment. Operating cash outflow -- $107.5 million for the year, mainly due to working capital changes and the FX production ramp-up. -- $107.5 million for the year, mainly due to working capital changes and the FX production ramp-up. Financing cash inflow -- $161.4 million, a 100% increase from the prior year. -- $161.4 million, a 100% increase from the prior year. Stockholders' equity -- $7.7 million at year-end, impacted by manufacturing optimization, convertible notes fair value changes, and impairments. -- $7.7 million at year-end, impacted by manufacturing optimization, convertible notes fair value changes, and impairments. Warrant cancellation -- 44.5 million warrants cancelled to simplify the capital structure and reduce future dilution. -- 44.5 million warrants cancelled to sim...
FabrikaCr Wall Street ended slightly higher on Wednesday after both the Nasdaq Composite and S&P 500 closed in positive territory in the previous session, driven by renewed strength in technology stocks. The blue chip Dow ( DJI ) ended +0.3%, the benchmark S&P 500 ( SP500 ) finished near even, and the tech focused Nasdaq Composite ( COMP:IND ) closed flat. Now, here are the three stocks to watch o...
FabrikaCr Wall Street ended slightly higher on Wednesday after both the Nasdaq Composite and S&P 500 closed in positive territory in the previous session, driven by renewed strength in technology stocks. The blue chip Dow ( DJI ) ended +0.3%, the benchmark S&P 500 ( SP500 ) finished near even, and the tech focused Nasdaq Composite ( COMP:IND ) closed flat. Now, here are the three stocks to watch on Wednesday after hours: Marvell Technology ( MRVL ) shares rose 3.5% in extended trading after the semiconductor company reported first-quarter results and guidance that topped Wall Street's forecast. For the period ending May 2, Marvell said it earned an adjusted $0.80 per share as revenue rose 28% year-over-year to come in at $2.42B. Analysts had expected the company to earn an adjusted $0.79 per share on $2.41B in revenue. Salesforce ( CRM ) reported its first quarter fiscal 2027 financial results, which featured a 50% year-over-year surge in earnings per share. Still, shares were down about 3% as its second-quarter revenue guidance fell shy of expectations. Synopsys ( SNPS ) shares fell 2.2% even as the electronic design automation company posted first-quarter results and guidance that topped Wall Street's forecast. For the period ending April 30, Synopsys said it earned an adjusted $3.35 per share as revenue rose 42.5% year-over-year to come in at $2.28. More on Marvell, Salesforce, etc. Salesforce: The Most Undervalued Stock In The Software Space Synopsys Should Be Priced Far Higher Given The AI Megatrend Marvell: I Still Like The Stock Ahead Of Earnings (Preview) Salesforce's Q1 results feature EPS jump of 50%, but shares dip on guidance Synopsys slides even as Q4 results, guidance top estimates; adds activist to board
In this article ZS Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:35 01:35 Zscaler sinks on earnings TechCheck Zscaler 's stock plummeted more than 30% on Wednesday for its worst day ever after issuing underwhelming guidance that overshadowed better-than-expected fiscal third-quarter results. The cybersecurity company guided for 16% to 17% year-over-year annual recurring revenue...
In this article ZS Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:35 01:35 Zscaler sinks on earnings TechCheck Zscaler 's stock plummeted more than 30% on Wednesday for its worst day ever after issuing underwhelming guidance that overshadowed better-than-expected fiscal third-quarter results. The cybersecurity company guided for 16% to 17% year-over-year annual recurring revenue growth for the 2027 fiscal year, falling short of StreetAccount estimates. Zscaler expects $875 million to $878 million in revenue this quarter, coming up slightly short of the $878.6 million expected by FactSet. Zscaler projected ARR of $3.74 billion to $3.75 billion in FY2026, or year-over-year growth of approximately 24%. During the quarter, Zscaler said it lost two sales leaders, and finance chief Kevin Rubin said the company is taking a "prudent approach" to guidance amid the transitions. The company also said the memory crunch, spiking prices, and costs will hike capital expenditures as a percentage of revenues by 200 basis points during the 2027 fiscal year. "We are disciplined in our approach to really projecting, but see tremendous opportunity out there," CEO Zscaler CEO Jay Chaudhry told CNBC's Jon Fortt on Wednesday. "Mythos is playing a big role in further fueling the fire because the need for cybersecurity has never been bigger." Read more CNBC tech news Taiwan chip stocks climb after Nvidia announces $150 billion spending plans SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks SpaceX-Tesla merger chatter reignites as Musk pushes rocket company toward Nasdaq Micron hits $1 trillion market cap for the first time as stock continues stunning run Zscaler is among the companies working with Anthropic on Project Glasswing, which is aimed at testing the model's capabilities and vulnerabilities before it rolls out to the public. Investor sentiment has soured toward software stocks on concerns that artificial intelligence will upend their bu...
Seeking Alpha Seeking Alpha More on Salesforce Salesforce: The Most Undervalued Stock In The Software Space Salesforce Q1 Preview: Negative Sentiment Overpowers, Shares Attractive Salesforce: A+ Rated Bonds With 6.6% Yield Beat Oracle's 7.4% Salesforce's Q1 results feature EPS jump of 50%, but shares dip on guidance Salesforce Non-GAAP EPS of $3.88 beats by $0.75, revenue of $11.13B beats by $70M
Seeking Alpha Seeking Alpha More on Salesforce Salesforce: The Most Undervalued Stock In The Software Space Salesforce Q1 Preview: Negative Sentiment Overpowers, Shares Attractive Salesforce: A+ Rated Bonds With 6.6% Yield Beat Oracle's 7.4% Salesforce's Q1 results feature EPS jump of 50%, but shares dip on guidance Salesforce Non-GAAP EPS of $3.88 beats by $0.75, revenue of $11.13B beats by $70M
Key Points SpaceX's Starlink business is solid, but the company is betting on AI to be the future. The company's proposed valuation doesn't make much sense unless its space data center ambitions take off. These 10 stocks could mint the next wave of millionaires › SpaceX plans to go public next month under the ticker SPCX, and the company just gave investors a first look at its financials. While th...
Key Points SpaceX's Starlink business is solid, but the company is betting on AI to be the future. The company's proposed valuation doesn't make much sense unless its space data center ambitions take off. These 10 stocks could mint the next wave of millionaires › SpaceX plans to go public next month under the ticker SPCX, and the company just gave investors a first look at its financials. While the space company claims it has the "largest actionable total addressable market in human history" at $28.5 trillion, its actual numbers aren't exactly pretty. As such, investors will have to weigh current reality against future potential. SpaceX's largest business is Starlink, its satellite internet service, which grew revenue by 31% to $3.3 billion in the first quarter and generated $11.4 billion in revenue in 2025. It has also been its only profitable segment, generating $4.4 billion in operating income last year. This is a nice recurring-revenue business, with the company having consistently grown its subscriber base over the past several years. It's gone from 2.3 million users in 2023 to 8.9 million at the end of 2025, and that jumped to 10.3 million in the first quarter of 2026, showing its strong momentum. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Its space segment, which includes its rocket launch and payload business, generated $619 million in revenue in Q1, down 28%. It delivered $4.1 billion in revenue last year and an operating loss of $657 million. While it operates at a loss, it has given its Starlink business a nice competitive edge by quickly launching its satellite network. SpaceX's most divisive business is xAI, which includes its social media site X (formerly Twitter), its large language model (LLM) offering Grok, and wholesale AI compute infrastructure. One of the company's big amb...